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Procore (en-CA)

Add Meeting Minutes (iOS)

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Objective

To add meeting minutes to a meeting on an iOS mobile device.

Background

During your meeting, you can convert a meeting to minutes mode (see Convert a Meeting to Minutes Mode). Then, use the steps below to add your meeting minutes.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Meetings tool.

Steps

  1. Navigate to the Meetings tool on an iOS mobile device.
  2. Tap the meeting to which you want to add minutes.
  3. Tap the business item to which you want to add minutes.
  4. Tap the Minutes text box to add minutes to the meeting.

    2018-05-23_15-53-03.png
     
  5. Type your minutes into the text box.
  6. Tap Save. 
    Note: Your text will be displayed as official documented meeting minutes and will be sent when you distribute the meeting.