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Procore

会议

会议工具使你能够管理项目会议的所有方面,从议程分发到会后会议记录批准。 可以使用可自定义的会议模板和类别来精简整个过程。

  • 创建会议并向与会者分发带附件的议程
  • 直接从 Procore 向大多数第三方日历程序添加事件提醒
  • 分配和跟踪行动项的状态
  • 以一致且易于阅读的格式创建和分发详细的会议纪要
  • 自动将未完成项转移到下一次会议

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 Tip

To browse and search all Procore training videos, visit our video library.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Meeting Settings
 
Meetings Overview (Mobile) - Specialty Contractor
 
View Meetings - Specialty Contractor
 
Create Meetings - Specialty Contractor
 

Meetings Mobile

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - View Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Create Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Configure Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Meetings (Web)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Overview (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Overview (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings: Overview (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings: Overview (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Configure Meeting Settings
 
Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings Mobile

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings - Create Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Meetings - Overview (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Meetings - View Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Meeting Settings
 
Meetings Overview (Mobile) - Specialty Contractor
 
View Meetings - Specialty Contractor
 
Create Meetings - Specialty Contractor
 

Meetings Mobile

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - View Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Create Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Configure Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Meetings (Web)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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会议

Learn which user permissions are required to take the described actions in this tool.

 重要提示

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

权限

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

项目级别会议工具有哪些细分权限?

 

操作 只读 标准 管理员 注释

将备注添加到会议项

 网页版

 

icon-mindtouch-table-check.png

  • 向会议添加评论
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

添加会议类别

 网页版

 

icon-mindtouch-table-check.png

  • 管理会议类别

icon-mindtouch-table-check.png

  • 管理会议类别
icon-mindtouch-table-check.png  

添加会议项

 网页版 iOS系统 智能手机

 

icon-mindtouch-table-check.png

  • 管理会议项

icon-mindtouch-table-check.png

  • 管理会议项
icon-mindtouch-table-check.png  

将会议添加到个人日历

 网页版

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

将相关项添加到会议

 网页版

 

icon-mindtouch-table-check.png

  • 管理会议相关项

icon-mindtouch-table-check.png

  • 管理会议相关项
icon-mindtouch-table-check.png  

添加会议纪要

 网页版 iOS系统 智能手机

 

icon-mindtouch-table-check.png

  • 管理会议项

icon-mindtouch-table-check.png

  • 管理会议项
icon-mindtouch-table-check.png  

配置高级设置:会议

 网页版

      icon-mindtouch-table-check.png  

将会议从议程转换为纪要模式

 网页版 iOS系统 智能手机

 

icon-mindtouch-table-check.png

  • 更新会议

icon-mindtouch-table-check.png

  • 更新会议
icon-mindtouch-table-check.png  

创建后续会议

 网页版

      icon-mindtouch-table-check.png  

创建会议

 网页版 iOS系统 智能手机

 

icon-mindtouch-table-check.png

  • 创建会议

icon-mindtouch-table-check.png

  • 创建会议
icon-mindtouch-table-check.png  

删除任何会议评论

 网页版

      icon-mindtouch-table-check.png  

删除自己的会议评论

 网页版

 

icon-mindtouch-table-check.png

  • 删除自己对会议的评论
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

从模板创建会议

 网页版

 

icon-mindtouch-table-check.png

  • 创建会议

icon-mindtouch-table-check.png

  • 创建会议
icon-mindtouch-table-check.png  

删除会议

 网页版

      icon-mindtouch-table-check.png  

删除会议类别

 网页版

 

icon-mindtouch-table-check.png

  • 管理会议类别

icon-mindtouch-table-check.png

  • 管理会议类别
icon-mindtouch-table-check.png  

删除会议项

 网页版

 

icon-mindtouch-table-check.png

  • 管理会议相关项

icon-mindtouch-table-check.png

  • 管理会议相关项
icon-mindtouch-table-check.png  

分发会议议程

 网页版

 

icon-mindtouch-table-check.png

  • 分发会议

icon-mindtouch-table-check.png

  • 分发会议
icon-mindtouch-table-check.png  

分发和重新分发会议纪要

 网页版

 

icon-mindtouch-table-check.png

  • 分发会议

icon-mindtouch-table-check.png

  • 分发会议
icon-mindtouch-table-check.png  

编辑会议

 网页版 iOS系统 智能手机

 

icon-mindtouch-table-check.png

  • 更新会议

icon-mindtouch-table-check.png

  • 更新会议
icon-mindtouch-table-check.png  

编辑会议项

 网页版 iOS系统 智能手机

 

icon-mindtouch-table-check.png

  • 管理会议项

icon-mindtouch-table-check.png

  • 管理会议项
icon-mindtouch-table-check.png  

将会议导出为 PDF

 网页版

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

通过电子邮件转发会议

 网页版

 

icon-mindtouch-table-check.png

  • 通过电子邮件发送会议

icon-mindtouch-table-check.png

  • 通过电子邮件发送会议
icon-mindtouch-table-check.png  

为会议启动电子邮件通信线程

 网页版

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 任何拥有会议电子邮件地址的人员(甚至是非 Procore 用户)都可以发起通信线程。

记录会议出席情况

 网页版 iOS系统 智能手机

      icon-mindtouch-table-check.png  

重新排序会议类别

 网页版

 

icon-mindtouch-table-check.png

  • 管理会议类别

icon-mindtouch-table-check.png

  • 管理会议类别
icon-mindtouch-table-check.png  

重新排序会议项

 网页版

 

icon-mindtouch-table-check.png

  • 管理会议项

icon-mindtouch-table-check.png

  • 管理会议项
icon-mindtouch-table-check.png  

搜索会议

 网页版 iOS系统 智能手机

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

为以前的纪要添加星标

 网页版

      icon-mindtouch-table-check.png  

查看会议

 网页版 iOS系统 智能手机

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

查看以前的纪要

 网页版

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

查看会议的变更历史记录

 网页版

      icon-mindtouch-table-check.png  

 

以下是项目会议工具的重大变化。

最近更改

会议导出增强功能(2025 年 10 月 14 日)

Procore 对会议工具导出功能进行了重大增强,满足了关键用户对提高效率和可用性的请求。会议导出功能使你能够将附件导出到 zip 文件夹,按状态筛选特定会议项,并以更清晰的 PDF 格式查看新的"已批准纪要"列,该列具有视频会议超链接。

从项目模板转移至会议功能(2025 年 8 月 19 日)

Procore 引入了项目模板中的会议自动转移功能,解决了施工团队的关键工作流差距。现在,此功能可允许团队标准化启动流程,减少重复性的设置工作并确保不会遗漏任何关键议程项。要了解更多信息,请参阅会从项目模板复制哪些内容到新项目?

现代化的会议体验(2025 年 7 月 15 日)

Procore 已更新会议工具,增强了性能和用户体验。用户将找到一个用于关键作的合并菜单,以及一个新的活动提要,取代了以前的“备注”标签页。富文本编辑器现在支持表格和改进的列表格式,此外还有新的几分钟自动保存功能。会议纪要审批流程也得到了简化,添加了可折叠的部分,并改进了与会者体验和附件视图。这些更改旨在提高 Procore 中的会议管理效率和协作性。要了解更多信息,请参阅 会议

会议公开测试版增强功能(2025 年 5 月 25 日)

Procore 为参与会议工具现代化公开测试版的客户增强了会议工具体验。

会议列表视图的新筛选器选项(2024 年 3 月 28 日)

Procore 的会议工具现在允许你按模板字段筛选会议的"列表"视图。 请参阅搜索和筛选会议以了解更多信息。