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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.