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Procore

Create a Follow-up Meeting

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Objective

To create a follow-up meeting based on an existing meeting that already took place. 

Background

In Procore, you can create follow-up meetings when you want to discuss recurring topics or previous meeting topics that were not closed on in an earlier meeting. When you create a follow-up meeting, the system copies the source meeting into the new follow-up meeting.

Example
  • Create Recurring Meetings such as Pre-Construction Meeting, Daily Project Meeting, Weekly Construction Progress Meeting, and so on).
  • Create Follow Up Meetings to continue the discussion and resolve any open items such as at an OAC Meeting or a Safety Meeting.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Meetings tool.
  • Additional Information:
    • The follow up meeting's title, time, location, and overview sections default to the information from the original meeting.
    • All fields can be edited in a follow-up meeting except for the title of the meeting.
    • The maximum number of follow-up meetings that can be created on an individual meeting is 475. When the max number of follow-up meetings has been reached, users will receive a prompt alerting them to create a new meeting to hold subsequent follow-up meetings.
    • Any 'Open' or 'On Hold' business items on the source meeting are copied to the new follow-up meeting. To prevent a business item from carrying over to a follow-up meeting, update the status of the item to 'Closed'. 
    • The 'Meeting #' on follow-up meetings cannot be edited. 

Prerequisites

Steps

  1. Navigate to the project's Meetings tool.
  2. Click the Meeting Title.
  3. Click Follow-up Meeting.
    create-follow-up-meeting-from-meeting-view-page.png
  4. Edit the Meeting as needed.
     Tip
    Update the Meeting Date and Due Dates in the new follow-up meeting.​​​​
  5. Click Save.