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Procore (en-CA)

Edit a Meeting


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Objective

To edit a meeting in the project's Meetings tool.

Things to Consider

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

Steps

  1. Navigate to the project's Meetings tool.
  2. Locate the meeting you want to edit. Then click Edit.
  3. Update any of the following fields:
    • The option to edit the meeting # is only available if there is one 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.
    • 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.

  4. Click Update. 
    The system saves your changes to the general information and scheduled attendees.
  5. If you want to proceed with editing the Agenda, click the Edit button.
    This places the meeting into edit mode.
  6. In the Meeting tab, update the information in the Agenda area as follows:
  7. Click Done
    The system saves your edits to the agenda.