Search and Filter Meetings

Things to Consider

  • Required User Permissions:

    • 'Read Only' level permissions or higher on the project's Meetings tool.

  • Additional Information:
    When NO grouping options are applied, you can search for information in the following fields:

    • Location

    • Overview

    • Meeting Title/Name

    • Date

    • Series

 Note
  • When grouped by 'Series', only the 'Meeting Series Title' can be searched

  • Use Procore Search to search for the following fields:

    • Minutes

    • Meeting Item Title

    • Meeting Item Description

Steps

  • Search for Meetings

  • Add Filters

Search for Meetings

  1. Navigate to the project's Meetings tool.

  2. In the Search box at the top of the page, enter your search keywords.
    Search Meetings

  3. Click Search.

Add Filters

  1. Navigate to the project's Meetings tool.

  2. Click Icon Filter2 Filters.

    • Enter the date range to see meetings within that time period.

    • Move the toggle to the ON Icon Toggle On position to only show the most recent meeting for each series.

  3. Click the X to close the filter modal.

  4. Click Filters and Clear All Filters to clear your filters.

See Also

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