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Procore

Add a Meeting Item (iOS)

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Objective

To add meeting items using the Procore app on an iOS mobile device.

Background

A Meeting Item (also called an 'agenda item') is a single, distinct topic on a meeting agenda. If you are facilitating a meeting using the Project level Meetings tool, you can add meeting items to any meeting that you create. 

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 'Manage Meeting Items' granular permission enabled on your permissions template.
  • Additional Information:
    • You can create meeting categories to organize your meeting items.
    • Email notifications are not sent to the assignee of a meeting item. However, the item will appear on their My Open Items list on the project's Home page. See View My Open Items in the Portfolio Tool.
    • The 'Meeting Origin' column reflects the 'Meeting #' the item was created in.

  • This action can be performed in offline mode. Tasks performed in offline mode sync with Procore once a network connection is reestablished. 

Steps

  1. Navigate to the Meetings tool using the Procore app on an iOS mobile device.
  2. Tap the meeting you want to add an item to.
  3. Tap Add Line. 

    meetings-ios-add-meeting-item.png
     
  4. Tap a field to enter the following information:
    • Title: Enter a description for the new business item.
    • Due Date: Use the calendar to set a due date for the item.
    • Status: Set the status as 'Open,' 'On Hold,' or 'Closed' so responsible parties know whether or not action needs to be taken. The default setting for a new business item is 'Open.'
    • Category: Select the category for your business item. This field will default to the category you created the item under, or it will default to 'Uncategorized.'
    • Assignment: Select the person(s) to designate responsibility for the item. 
    • Description: Write a description for the business item that describes the item in fuller detail than the title. 
    • Minutes: Enter any minutes. 
      Note: This field only shows if the meeting is in Minutes mode.
    • Add Attachment: Attach any relevant files or photos.