Add a Meeting Category

If your project's Meetings tool is set to the 'Category' meeting view, you can create one or more meeting categories to organize your meeting items into. There is no limit to the number of categories or meeting items that you can create for a meeting.

• Required User Permissions:

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

  • 'Read Only' level permissions or higher on the project's Meetings tool with the 'Manage Meeting Categories' granular permission enabled on your permissions template.

• Additional Information:

  • Procore automatically creates a category named 'Uncategorized Items'. You can rename the category by typing over the name.

  • You can reorder categories and meeting items.

1. The 'Meeting View' for the project's Meetings tool must be set to 'Category.'
   See Configure Advanced Settings: Meetings.

2. Create a Meeting.

1. Navigate to the project's Meetings tool.

2. Click the Meeting Title.

3. Under the 'Agenda' section, click Create Category.

4. Enter a name for the new category.

5. Click Create.

6. You can rename categories by clicking the category name and entering a new name.

• Add a Meeting Item