Create a Follow-up Meeting

In Procore, you can create follow-up meetings when you want to discuss recurring topics or previous meeting topics that were not closed on in an earlier meeting. When you create a follow-up meeting, the system copies the source meeting into the new follow-up meeting.

• Required User Permissions:

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

• Additional Information:

  • A follow up meeting can only be created from the most recent meeting in that meeting series.

  • The follow up meeting's title, time, location, and overview sections default to the information from the original meeting.

  • All fields can be edited in a follow-up meeting except for the title of the meeting.

  • The maximum number of follow-up meetings that can be created on an individual meeting is 475. When the max number of follow-up meetings has been reached, users will receive a prompt alerting them to create a new meeting to hold subsequent follow-up meetings.

  • Any 'Open' or 'On Hold' business items on the source meeting are copied to the new follow-up meeting. To prevent a business item from carrying over to a follow-up meeting, update the status of the item to 'Closed'.

  • The 'Meeting #' on follow-up meetings cannot be edited.

• To create a follow-up meeting from an existing meeting, the existing meeting must be in minutes mode.
  See Convert a Meeting to Minutes Mode.

1. Navigate to the project's Meetings tool.

2. Click the arrow next to a meeting to expand the series.

3. Click the meeting's title.

4. Click Follow-up Meeting.
   

   

5. Edit the Meeting as needed.

    Tip

   Update the Meeting Title, Meeting Date and Due Dates in the new follow-up meeting.​​​​

6. Click Save.