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Procore (en-CA)

Forward a Meeting by Email

Objective

To forward a meeting to other Procore users by email. 

Background

You can forward a copy of a meeting's agenda or minutes by email. A meeting can be forwarded to people on the scheduled attendees list, distribution groups or any person with a profile in the Project Directory (see Add a User Account to the Project Directory). 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Meetings tool.

Steps

  1. Navigate to the project's Meetings tool.
    This reveals the Meeting Agenda/Minutes page.
  2. Locate the desired meeting in the list. Then click Edit.
  3. In the right pane, click Email.
  4. Click Send.
    The system reveals a banner to confirm that the message will be sent.

See Also