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Procore (en-CA)

View a Meeting

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Objective

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

Things to Consider

  • Required User Permissions:
    • To view a meeting, 'Read-only' level permission or above on the project's Meetings tool.
    • To view a meeting marked 'Draft Meeting' or 'Private', 'Read-only' level permission and above AND the user must be added to the 'Scheduled Attendees' list.

Video

 

View as: Superintendent (Ch.3)

Steps

  1. Navigate to the project's Meetings tool.
    This reveals the Meetings list page.
    Note: Meetings are organized into meeting sets that can be expanded or collapsed by clicking on the caret (>) to the left of the meeting title. 
    all-meetings-view.png
  2. Locate the desired meeting. Then click View.

    view-meeting.png

    The system reveals the selected meeting's agenda (or minutes, if the meeting is in minutes mode). 
  3. In the 'Meeting Information' area of the 'Meeting' tab, you can either view the meeting's information or click Edit to change the information as follows:
    • Video Conferencing Link: Click on the video conferencing link to launch the virtual meeting.
  4. In the 'Scheduled Attendees' area, view the following information:
  5. Under the 'Meeting Items' area, view all of the meeting's items:
    Note: You can also click View to see detail about the selected item.
  6. You also have these options:

See Also