Procore Meeting Templates

Procore Meeting Templates - 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

Steps Navigate to the project s Meetings tool Click Add Meeting 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

Procore Meeting Templates

Procore Meeting Templates

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

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

Create A Meeting Procore

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 Cost Code Template

Jun 27 2023 Save as PDF Table of contents Popular Tutorials Tutorials Popular Tutorials Edit a Meeting Delete a Meeting Category Record the Meeting Attendance Delete a Meeting Create a Meeting Tutorials Search Tutorial Titles Add Meeting Minutes Add a Comment to a Meeting Item Add a Meeting Category Add a Meeting Item

Edit A Meeting Template Procore

This page includes the standard workflow diagrams for actions in or related to the project s Meetings tool

Project Permission Matrix Procore

You can use customizable meeting templates and categories to streamline the entire process Create meetings and distribute agendas with attachments to attendees Add event reminders to most third party Calendar programs directly from Procore Assign and track the status of action items

In order to create a project template, contact support@procore or Procore point of contact. A Procore team member will enable the project templates feature for you. You may create an unlimited number of.

Configure Meeting Templates Procore

Stay Organized Create a new meeting or a follow up meeting within Procore Utilize Procore s email tracking tool to forward meeting agendas and minutes to all team members A record of all email activity and meeting details will automatically be kept within your meeting minutes tab

Procore Meeting Templates

You can use customizable meeting templates and categories to streamline the entire process Create meetings and distribute agendas with attachments to attendees Add event reminders to most third party Calendar programs directly from Procore Assign and track the status of action items

Steps Navigate to the project s Meetings tool Click Add Meeting 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

Create A Meeting Template Procore