Create a Meeting from Templates (iOS)

Using the Meetings tool, you can create a meeting from the available pre-built templates in the Procore mobile app. Field teams can create meetings, finalize minutes, and distribute updates directly from the jobsite—keeping everyone aligned faster without waiting to get back to a computer. For example, field teams can distribute minutes or agendas and send meeting updates faster from the mobile. They can complete meeting follow-ups immediately from mobile instead of delaying work until returning to the office.

This feature in Procore mobile apps reduces workflow delays and improves cross-platform consistency (Web ↔ Mobile) and increases mobile engagement for meetings.

• Required User Permissions:

  • 'Admin' level permissions on the project's Meetings tool.

  • 'Read Only' or 'Standard' level permissions on the Meetings tool with the 'Create Meeting' granular permission enabled on your permissions template.

• Additional Information:

  • You can configure what items are created with the quick create icon. See Configure Quick Create Settings.

1. Open the Procore app on an iOS mobile device and select a project.
   This loads the Tools screen for the project.

2. Do one of the following:

   • Tap the quick create icon and select Meeting.

   • Tap the Meetings tool and tap the create icon.

3. Tap the Create From Templates option.
   You can see all the available pre-built meeting templates.

4. Choose the desired template that has all the details you want, and tap Done.
   The Create Meeting screen opens with all the pre-filled details.

5. Add required details like attendees, and adjust the overview as needed to create the meeting. See Create a Meeting (iOS).

6. Tap Save.
   The new meeting is created.

7. Use the following options in the new meeting screen:

   • Distribute Agenda: Tap the icon (located next to Edit) to see this option. Use this option to distribute the meeting agenda. For more information, see Convert a Meeting from Agenda to Minutes (iOS).

   • Convert to minutes: Use this option to convert the meeting to minutes. When you choose this option, you are allowed to use the Follow-up Meeting option. See Convert a Meeting from Agenda to Minutes (iOS).

   • Follow-up Meeting: Use this option to create a follow-up meeting without switching to the web. See Create a Meeting (iOS).

   • Distribute Minutes: This option is available in the follow-up meeting screen. Tap the icon (located next to Edit) to see this option. Use this option to distribute the meeting minutes. See Convert a Meeting from Agenda to Minutes (iOS).

   • Revert to Agenda: This option is available in the new meetings screen. Tap the icon (located next to Edit) to see this option. Use this option to move the meeting back from minutes mode to agenda mode. See Convert a Meeting from Agenda to Minutes (iOS).