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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 6 months ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

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 2 months ago in Meetings / Safety Meetings 1 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 22 days ago in Meetings / Mobile - Android / Mobile - Apple 0 Future consideration

Meetings - Agenda Formatting - First Line of New Business is Automatically in Bold

The first line of a new business item is bolded. This causes unnecessary attention and confusion to the reader. Would you please consider editing this default format, so it doesn't automatically bold the first line of new business items? Thanks!
Micah Will about 1 month ago in Meetings 2 Already exists

Meetings - Agendas - Old Business - Distinguish Old Business from New Business on Agendas

Hello! Please consider adding text to the agenda for Old Business. Unless you are the creator of the agenda, it is really difficult for one to see what old business is and what is new business. Thanks!
Micah Will about 1 month ago in Meetings 1 Already exists

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

These items would be set up in Settings | Feature Settings | Documentation.
Norman Wendl 6 months ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 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 11 months ago in Meetings / Notifications / Safety Meetings 0 Future consideration

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 12 months 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 1 year ago in Leads (Active or Intactive) / Meetings 0 Future consideration