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Procore

添加会议项 (Android)

目标

使用 Android 移动设备上的 Procore 应用程序向会议添加项。

背景

A Meeting Item (also called an 'agenda item') is a single, distinct topic on a meeting agenda. If you are facilitating a meeting using the Project level Meetings tool, you can add meeting items to any meeting that you create. 

需要考虑的事项

  • 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 Items' granular permission enabled on your permissions template.
  • Additional Information:
    • You can create meeting categories to organize your meeting items.
    • Email notifications are not sent to the assignee of a meeting item. However, the item will appear on their My Open Items list on the project's Home page. See View My Open Items in the Portfolio Tool.
    • The 'Meeting Origin' column reflects the 'Meeting #' the item was created in.

步骤

  1. 使用 Android 移动设备上的 Procore 应用程序导航到会议工具。
  2. 点击要向其添加项的会议。
  3. 点击业务标签页。

    meetings-android-view-business-meeting-items.png
  4. 点击 + 添加会议项。
  5. 点击以在以下字段中输入信息:
    • 标题:输入新项的标题。
    • 日期:使用日历设置项的截止日期。
    • 状态:选择项的状态。
    • 类别:点击以选择一个类别。
    • 附件:点击以从你的设备添加附件或使用设备的相机拍摄新照片。
    • 分配:点击以选择一个或多个任务分配对象。
    • 描述:输入项的描述。
  6. 点击保存。

 

If you would like to learn more about Procore's meeting minutes management software and how it can help your business, please visit our construction meeting minutes software product page icon-external-link.png.