Meetings

Manage and distribute all of your meetings, agendas, minutes, and task assignment, and send out calendar reminders for future meetings.

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About this course

The Meetings tool enables you to manage all aspects of your project meetings from agenda distribution to post-meeting approval of minutes. 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
  • Create and distribute detailed meeting minutes in a consistent and easy-to-read format
  • Automatically carry over outstanding items to the next meeting

Curriculum30 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

About this course

The Meetings tool enables you to manage all aspects of your project meetings from agenda distribution to post-meeting approval of minutes. 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
  • Create and distribute detailed meeting minutes in a consistent and easy-to-read format
  • Automatically carry over outstanding items to the next meeting

Curriculum30 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

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