To edit a meeting in the project's Meetings tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Meetings tool.
- Navigate to the project's Meetings tool.
- Locate the meeting you want to edit. Then click Edit.
- Update any of the following fields:
Meeting # : Indicates the meeting number. When you create a meeting, Procore automatically assigns the first meeting in a series the number one (1). Then, when you create a follow-up meeting, Procore assigns the next meeting in the series the number two (2), and so on. Note : This field does not support the entry of letters, symbols and leading zeros.
Meeting Name: Type a name, title or descriptive subject line for the meeting.
- Video Conferencing Link: Copy and paste the video conferencing link for your attendees to access.
Note: The full URL of the meeting link (starting with https://) must be included in order for it to display as a hyperlink.
Private Meeting : Mark this checkbox so that the meeting is only visible to scheduled attendees and users with 'Admin' level permissions to the Meetings tool.
Draft Meeting: Mark this checkbox to save the new meeting as a 'Draft.'
Meeting Date: Use the calendar control to set the date for a meeting.
Timezone: Select a timezone for the meeting.
Start Time: Enter a start time for the meeting. Include a.m. or p.m. after the start time.
Finish Time: Select an end time for the meeting. Include a.m. or p.m. after the finish time.
Meeting Location : The the location where the meeting will be held (e.g., Conference Room A, Conference Room B and so on).
Overview : Enter a meeting summary or description. You can use the controls in the formatting toolbar to format your overview.
Notes: Enter any additional meeting notes.
Note: This field is only available for meetings in 'Minutes' mode. See Convert a Meeting from Agenda to Minutes Mode.
Scheduled Attendees : Add meeting attendees by selecting people from this drop-down list. To appear as a selection in this list, a person must have a Procore user profile in the Project Directory. Additionally, if a permission template is applied to the person, the permissions must include 'Read Only' or higher on the Meetings tool.
- Click Update.
The system saves your changes to the general information and scheduled attendees.
- If you want to proceed with editing the Agenda, click the Edit button.
This places the meeting into edit mode.
- In the Meeting tab, update the information in the Agenda section as follows:
- Click Done.
The system saves your edits to the agenda.