Procore Meeting Minutes Template

Procore Meeting Minutes Template - Select to create a New Meeting or Create from Template Under Meeting Information fill in the relevant fields for the new meeting Meeting Indicates the meeting number When you create a meeting Procore automatically assigns the first meeting in a series the number one 1

Meetings Last updated Aug 14 2023 Share Manage all aspects of your project meetings from agenda distribution to post meeting approval of minutes Use customizable meeting templates and categories to streamline the entire process Learn about the Meetings tool in Procore Certification Courses

Procore Meeting Minutes Template

Procore Meeting Minutes Template

Steps Navigate to the project's Meetings tool. This reveals the Meetings list page. Click Create a Meeting from Template. This opens the Meeting Template page. Select a template from the Select a Meeting Template drop-down list. Note: The templates in this list are created by your company's Procore Administrator. See Create a Meeting.

Steps Navigate to the company s Admin tool Under Tool Settings click Meetings Locate the desired meeting in the Meeting Templates list Then click Edit This places the meeting template into edit mode In the Edit Meeting Template page do the following Meeting Name Type a name title or descriptive subject line for the meeting

Meetings Procore

Steps Navigate to the project s Meetings tool Locate the desired meeting in the list Then depending upon which mode the meeting is in you have these options If the meeting is in Agenda mode click View Then click Convert to Minutes If the meeting is in Minutes mode click Edit or View

17 Staff Meeting Minutes Templates PDF DOC Meeting Notes Template

Austyn Shea 3 subscribers Subscribe 10 Share 4 2K views 6 years ago Brief video of how to create a meeting and meeting minutes in Procore Show more Show more

Create A Meeting Procore

Curriculum 30 min Intro The Value of the Meetings Tool 10 min Setting up the Meetings Tool Create Meeting Templates in the Company Level Admin Tool 3 min Using the Meetings Tool Create Meetings 4 min View Meetings 2 min Overview Mobile 1 min Review Resources Meetings Resources Review 10 min Conclusion

Pre Construction Meeting Agenda Template

You can create meeting templates that include the following fields Meeting Name Overview Attachments Private Meeting Meeting Categories Meeting Items Title Topic Category Description Attachment Priority

(28K) (2,550) Manage meeting minutes from agenda distribution to post-meeting approval of minutes with digital tracking and easy organization.

Create A Meeting From A Template Procore

Construction Process Meetings and meeting minutes are performed by the general contractor Learn how to manage your Meetings and meeting minutes in Procore Meetings In construction management meeting minutes are a record of the key points discussed during meetings

Procore Meeting Minutes Template

You can create meeting templates that include the following fields Meeting Name Overview Attachments Private Meeting Meeting Categories Meeting Items Title Topic Category Description Attachment Priority

Meetings Last updated Aug 14 2023 Share Manage all aspects of your project meetings from agenda distribution to post meeting approval of minutes Use customizable meeting templates and categories to streamline the entire process Learn about the Meetings tool in Procore Certification Courses

Reorder Meeting Categories And Items Procore