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Procore

Search and Filter Meetings

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Objective

To search for a meeting in your project's Meetings tool.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Meetings tool.
  • Additional Information:
    When NO grouping options are applied, you can search for information in the following fields:
    • Location
    • Overview
    • Meeting Title/Name
    • Date
    • Series
 Note
  • When grouped by 'Series', only the 'Meeting Series Title' can be searched
  • Use Procore Search to search for the following fields:
    • Minutes
    • Meeting Item Title
    • Meeting Item Description

Steps

Search for Meetings

  1. Navigate to the project's Meetings tool.
  2. In the Search box at the top of the page, enter your search keywords. 
    search-meetings.png
  3. Click Search.

Add Filters

  1. Navigate to the project's Meetings tool.
  2. Click icon-filter2.png Filters.
    • Enter the date range to see meetings within that time period.
    • Move the toggle to the ON icon-toggle-on.png position to only show the most recent meeting for each series. 
  3. Click the X to close the filter modal.

To clear your filters, click Filters and Clear All Filters.

See Also