Search and Filter Meetings

Objective

To search for a meeting in your project's Meetings tool.

Things to Consider

  • Required User Permissions:

    • 'Read Only' level permissions or higher on the project's Meetings tool.

  • Additional Information:
    When NO grouping options are applied, you can search for information in the following fields:

    • Location

    • Overview

    • Meeting Title/Name

    • Date

    • Series

Note icon Note

  • When grouped by 'Series', only the 'Meeting Series Title' can be searched

  • Use Procore Search to search for the following fields:

    • Minutes

    • Meeting Item Title

    • Meeting Item Description

Steps

  • Search for Meetings

  • Add Filters

Search for Meetings

  1. Navigate to the project's Meetings tool.

  2. In the Search box at the top of the page, enter your search keywords.
    search-meetings.png

  3. Click Search.

Add Filters

  1. Navigate to the project's Meetings tool.

  2. Click icon-filter2.png Filters.

    • Enter the date range to see meetings within that time period.

    • Move the toggle to the ON icon-toggle-on.png position to only show the most recent meeting for each series.

  3. Click the X to close the filter modal.

To clear your filters, click Filters and Clear All Filters.