Meetings
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Overview
The Meetings tool enables you to manage all aspects of your project meetings from agenda distribution to post-meeting approval of minutes. You can use customisable meeting templates and categories to streamline the entire process.
- Create meetings and distribute agendas with attachments to attendees
- Add event reminders to most third-party Calendar programs directly from Procore
- Assign and track the status of action items
- Create and distribute detailed meeting minutes in a consistent and easy-to-read format
- Automatically carry over outstanding items to the next meeting
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- What is the difference between a distribution group and distribution list in Procore?
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- About the Meetings Tool Modernization
- Add Meeting Minutes
- Add a Comment to a Meeting Item
- Add a Meeting Category
- Add a Meeting Item
- Add a Meeting To Your Personal Calendar
- Add a Related Item to a Meeting
- Approve, Reject, or Comment on Meeting minutes as an Attendee
- Configure Advanced Settings: Meetings
- Configure your View in the Meetings Tool
- Convert a Meeting from Agenda to Minutes Mode
- Create a Change Event from a Meeting
- Create a Follow-up Meeting
- Create a Meeting
- Create a Meeting from a Template
- Create and Manage Tasks in the Meetings Tool
- Delete a Comment on a Meeting Item
- Delete a Meeting
- Delete a Meeting Category
- Delete a Meeting Item
- Distribute a Meeting Agenda
- Distribute and Redistribute Meeting Minutes
- Edit a Meeting
- Edit a Meeting Item
- Email a Meeting
- Export a Meeting
- Initiate an Email Communication Thread for a Meeting
- Record the Meeting Attendance
- Reorder Meeting Categories and Items
- Retrieve a Meeting from the Recycle Bin
- Revert a Meeting from Minutes to Agenda Mode
- Search and Filter Meetings
- Star Previous Minutes
- View Previous Minutes
- View a Meeting
- View a Previous Meeting's Minutes for a Meeting Item
- View the Change History of a Meeting
- View the Meetings Recycle Bin