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Procore Support (en-au)

Distribute a Meeting Agenda

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Objective

To distribute an agenda for a meeting to all attendees listed on the meeting.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Meetings tool.
      OR
    • 'Read Only' level permissions or higher on the project's Meetings tool with the 'Distribute Meeting' granular permission enabled on your permissions template.

Prerequisites

Before you can distribute a meeting agenda using the steps below, you will need to:

Steps

Distribute a Meeting Agenda

  1. Navigate to the project's Meetings tool.
  2. Click View next to the Meeting for which you would like to distribute the agenda.
  3. Click the Distribute Agenda button in the right pane.
  4. All attendees listed on that meeting will receive an email with the meeting's agenda.

    distribute agenda.png

Redistribute a Meeting Agenda

If you've made edits to your meeting, you can always redistribute the agenda to the meeting's attendees by clicking Redistribute Agenda in the right pane. This will resend the agenda to the attendees of the meeting.

  1. Click View next to the meeting you want to redistribute the agenda for.
  2. Click the orange Redistribute button in the right pane. (Note: You will only see this button if you have previously distributed the meeting before.)