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118 VOTE
Categories Document Control
Created by Guest
Created on Mar 4, 2021

Meeting Template

It would be nice to be able to create a meeting "template" to be able to plug and play for new meetings.

For example, create a Prep-Meeting template, that can be used when generating meeting minutes for dozens of subcontractors. And then you would have the capability to modify those minutes as needed ahead of the meeting to meet your needs.

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  • Jonathan Cote
    Reply
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    Jan 11, 2024

    I would upvote this 1000 times If I could.

    Please make this happen, it would save us so much time. We don't want to have to rebuild the same meetings for each project.

  • Eric Elfner
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    Jan 4, 2024

    Just starting to play with Meeting Minutes and this is a huge gap. We should be able to give our teams a starting point to create consistent meeting minutes across projects.

  • Jeff Nardoni
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    Oct 11, 2023

    I can't imagine this would be a hard add :) I'm no developer but as a user, this is a huge need. Will help with speed and ease, will help with uniformity across the company. Thanks!!!

  • Victor Terwilliger
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    Oct 10, 2023

    You can do this already by creating a meeting then scheduling multiple meetings from that one meeting. This will allow you to edit these multiple scheduled meetings.

  • Doug Nale
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    Sep 18, 2023

    At a minimum wee should be able to create the agenda template(s) in the template project and those would carry over. Now I have to rely on each project to create their own meeting minutes/agenda. It's fine if they needed to customize it only but that's not the case as they now have to start from scratch.


  • Guest
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    Sep 13, 2023

    This would help us out greatly

  • Joe Truehart
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    Jul 27, 2023

    This is a big need, as a long time user of Procore, we had a whole library of meeting templates that we generated and it promotes consistency and ensures quality control from project to project. Using the imports tool is not a viable long term solution and requires a lot of unnecessary work since its not a simple copy and paste due to the locked fields.

  • Bethany Jackson-Price
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    Jan 10, 2023

    I second, third, and fourth this! This would be so helpful to have, so we do not have to go outside of the program/website to document minutes. Please do add this as a feature ProjectSight!

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