目标
使用 iOS 移动设备上的 Procore 应用程序添加会议项。
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.
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This action can be performed in offline mode. Tasks performed in offline mode sync with Procore once a network connection is reestablished.
步骤
- 使用 iOS 移动设备上的 Procore 应用程序导航到会议工具。
- 点击要向其添加项的会议。
- 点击添加明细。
- 点击字段以输入以下信息：
- 标题：输入新业务项的描述。
- 截止日期：使用日历设置项的截止日期。
- 状态：将状态设置为“未完成”、“暂停”或“已关闭”，以便责任方了解是否需要进行操作。新业务项的默认设置是“未完成”。
- 类别：选择业务项的类别。此字段将默认为创建项时所选的类别，否则将默认为“未分类”。
- 分配：选择指定对项负责的人员。
- 描述：为业务项写一段描述，比标题更详细地描述该项。
- 纪要：输入任何纪要。
注意：此字段仅在会议处于纪要模式下时显示。
- 添加附件：附加任何相关文件或照片。
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