Procore Meeting Minutes Template

In construction management, meeting minutes are a record of the key points discussed during meetings. Easily distribute minutes to meeting attendees via email and include assignees for issues, resolution due dates, cost codes, item priority, and resolution status. Under 'tool settings', click meetings. Web distribute and redistribute meeting minutes; See also edit a meeting item add a meeting.

If the meeting is in agenda mode, click view. You can use customizable meeting templates and categories to streamline the entire process. This reveals the meetings list page. Date and time of the meeting. Learn about the meetings tool in procore certification courses.

Type a name, title, or descriptive subject line for the meeting. Once it's converted, you can distribute the minutes by email to the people and distribution group (s) listed in the meeting's 'scheduled attendees' list. Navigate to the project's meetings tool. Under tool settings, click meetings. Add event reminders to most third.

Export a meeting as a pdf; Web steps navigate to the project's meetings tool. Ad our agenda based minutes builder makes it easy to focus on the meeting itself. In the edit meeting template page, do the following: Navigate to the company level admin tool. Locate the desired meeting in the list. Create meetings and distribute agendas with attachments to attendees. You can use customizable meeting templates and categories to streamline the entire process. Learn about the meetings tool in procore certification courses. Ad we provide qualified minute takers to document minutes of board meetings. Ad find out why construction pros choose procore. See also edit a meeting item add a meeting. This template covers the nuts and bolts for most meetings. If you can send an email, you can use procore. Web steps navigate to the company's admin tool.

Next, Record The Names Of Meeting Attendees And Those Who Have Sent Apologies.

Update the meeting information, then click save. If the meeting is in agenda mode, click view. Navigate to the project's meetings tool. Type a name, title, or descriptive subject line for the meeting.

In Construction Management, Meeting Minutes Are A Record Of The Key Points Discussed During Meetings.

Type a name, title, or descriptive subject line for the meeting. Under 'tool settings', click meetings. Web last updated sep 27, 2023 save as pdf share table of contents meetings the following table highlights which user permissions are required to perform the described user action. It seems obvious, but be sure to note the meeting location, date, and time.

You Can Redistribute The Minutes At A.

When you create a meeting, procore automatically assigns the first meeting in a series the number one (1). Learn how to manage your meetings and meeting minutes in procore: Add meeting minutes create meeting categories. In the new meeting template page, complete the following:

Or If The Meeting Is In Minutes Mode, Click Edit Or View.

Then click convert to minutes. In the new meeting template page, complete the following: Use customizable meeting templates and categories to streamline the entire process. Ad find out why construction pros choose procore.

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