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Meetings

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    Adding Outlook calendar invites to the Meeting Invitation

    When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
    Guest over 1 year ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

    Be able to setup Meetings to be automatically reoccurring

    Throughout the life of a project, meetings with the same participants often occur regularly. Since these meetings may take place weekly on the same day and time, please consider adding an option to make them recurring.
    Shon Stefan 5 months ago in Meetings / Safety Meetings 0 Future consideration

    Meeting import old business uses original meeting Responsibility and Date not latest

    When import old business into a meeting it only looks at the list of original items. This means when add old business the Responsible person and Due date is per the Original item. Problem with that is if there has been a meeting in between and thi...
    Tim Smith 4 months ago in Meetings 1 Needs review

    Sending Meeting Agendas to Team

    Please add an option to send a meeting agenda to to the team/attendees instead of just an "invite". The agenda would go to the attendees emails so participants can review before and during a virtual meeting.
    Genevieve E about 1 year ago in Meetings / Safety Meetings 1 Future consideration

    Email Meeting Invite flags Attendees as invited

    Currently, when you send the email meeting invite, you have to go to the attendee's list, manually flag who has been invited, and enter the invite date. Can this be automated so that when sending an invite email, it flags the attendees as invited?
    Tim Smith almost 2 years ago in Meetings / Notifications / Safety Meetings 0 Future consideration

    Create Next Meeting from Current

    It would reduce duplicate work to be able to have the "Next Meeting Date and Time" information translate to add another meeting for the specified details. We are already entering this on each meeting we create, by making SCM able to communicate th...
    Cali Huys DS Constructors, LLC 5 months ago in Meetings 0 Needs review

    Meeting Minutes Report Template grouped by Category

    Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable
    Tim Smith about 2 years ago in Detail Report Templates / Meetings / Safety Meetings 1 Future consideration

    Add the Meetings module to Leads

    For larger projects, there are are often many meetings with the client prior to us being awarded the job. It would be extremely helpful if the Meetings tools were also available under Leads the same way the are under Projects.
    Audrey Peebles about 2 years ago in Leads (Active or Intactive) / Meetings 0 Future consideration

    Meetings - Items library that can be imported into New Business section.

    These items would be set up in Settings | Feature Settings | Documentation.
    Norman Wendl over 1 year ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration

    Meetings Mobile

    Meetings are unavailable on mobile. This feature would be tremendously helpful for those conducting meetings or updating the agenda while in the field or remotely. Please consider updating this feature for mobile use. Thanks!
    Micah Will about 1 year ago in Meetings / Mobile - Android / Mobile - Apple 0 Future consideration