跳转到主内容
Procore

创建会议

  1. 最后更新
  2. 另存为PDF

目标

使用项目的会议工具创建会议。

背景

你可以使用会议工具为项目会议创建详细的议程。 该流程的第一步是创建会议。 在此过程中，你可以设置日期、时间、地点和与会者。 以下步骤中描述了此过程。 创建会议后，可以继续创建类别（请参阅创建会议类别），类别用于将议程项分组到主题中。然后，可以将单个议程项（请参阅添加会议项）添加到类别中。

需要考虑的事项

步骤

  1. 导航到项目的会议工具。
  2. 点击+ 创建会议。
  3. 选择+新建或从列表中选择一个会议 模板。
  4. 在会议信息下，填写新会议的相关字段。

  • Meeting #: Indicates the meeting number. When you create a meeting, Procore automatically assigns the first meeting in a series the number one (1). Then, when you create a follow-up meeting, Procore assigns the next meeting in the series the number two (2), and so on. Note: This field does not support the entry of letters, symbols, and leading zeros. 

  • ​​​​​Meeting Name: Type a name, title, or descriptive subject line for the meeting.

  • 会议链接:复制并粘贴视频会议链接，供与会者访问。
    注意:必须包含会议链接的完整URL （以 https:// 开头），才能显示为超链接。

  • Private Meeting: Mark this checkbox so that the meeting is only visible to scheduled attendees and users with 'Admin' level permissions to the Meetings tool. 

  • Draft Meeting: Mark this checkbox to save the new meeting as a 'Draft.'

  • Meeting Date: Use the calendar control to set the date for a meeting.

  • Timezone: Select a timezone for the meeting.

  • Start Time: Enter a start time for the meeting. Include a.m. or p.m. after the start time.

  • End Time: Select an end time for the meeting. Include a.m. or p.m. after the finish time.

    SUPERUSER ONLY: To support the Meeting Templates feature, this checkbox must be disabled (unchecked). 

注意:如果没有选择开始时间或结束时间，Procore 会自动将这些设置为凌晨 12:00。

  • Meeting Location: The location where the meeting will be held (e.g., Conference Room A, Conference Room B, and so on). 

  • Overview: Enter a meeting summary or description. You can use the controls in the formatting toolbar to format your overview. 

  • Attachments. Attach any relevant files. You have these options:

    • Click Attach File(s) and then choose the appropriate option from the shortcut menu that appears.
      OR
    • Use a drag-and-drop operation to move files from your computer into the grey Drag and Drop File(s) box.

  • Add Attendees: Add meeting attendees by selecting people from this drop-down list. To appear as a selection in this list, a person must have a Procore user profile in the Project Directory. Additionally, if a permission template is applied to the person, the permissions must include 'Read Only' or higher on the Meetings tool. 

注意:在"请求会议纪要"字段中选择"是"会触发与会者的答复工作流。

  1. 点击创建并进入议程
    注意事项:
    • 出现一个横幅，确认已创建会议，页面标题更改为“XXX的会议议程 ”
    • 如果要将其他类别添加到会议，请参阅创建会议类别。
    • 如果要将会议项（也称为议程项）添加到会议，请参阅添加会议项。
    • Procore 会自动向会议添加一 (1) 个类别，名称为“未分类项目”。可以通过键入名称来重命名此类别。现在，你拥有以下选项：

另请参阅