Create a Follow-up Meeting

Objective

To create a follow-up meeting based on an existing meeting that already took place.

Background

In Procore, you can create follow-up meetings when you want to discuss recurring topics or previous meeting topics that were not closed on in an earlier meeting. When you create a follow-up meeting, the system copies the source meeting into the new follow-up meeting.

Example iconExample

  • Create Recurring Meetings such as Pre-Construction Meeting, Daily Project Meeting, Weekly Construction Progress Meeting, and so on.

  • Create Follow Up Meetings to continue the discussion and resolve any open items such as at an OAC Meeting or a Safety Meeting.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the project's Meetings tool.

  • Additional Information:

    • A follow up meeting can only be created from the most recent meeting in that meeting series.

    • The follow up meeting's title, time, location, and overview sections default to the information from the original meeting.

    • All fields can be edited in a follow-up meeting except for the title of the meeting.

    • The maximum number of follow-up meetings that can be created on an individual meeting is 475. When the max number of follow-up meetings has been reached, users will receive a prompt alerting them to create a new meeting to hold subsequent follow-up meetings.

    • Any 'Open' or 'On Hold' business items on the source meeting are copied to the new follow-up meeting. To prevent a business item from carrying over to a follow-up meeting, update the status of the item to 'Closed'.

    • The 'Meeting #' on follow-up meetings cannot be edited.

Prerequisites

Steps

  1. Navigate to the project's Meetings tool.

  2. Click the Meeting Title.

  3. Click Follow-up Meeting.

  4. Edit the Meeting as needed.

    Tip icon Tip

    Update the Meeting Date and Due Dates in the new follow-up meeting.​​​​

  5. Click Save.