View Tasks in the Meetings Items (iOS)

You can view linked tasks directly within a meeting item and navigate seamlessly between Tasks and Meetings on your mobile device. Whether in Agenda or Minutes mode, you can see real-time task statuses, assignees, and titles. This eliminates the need to manually switch between the Meetings and Tasks tools or duplicate task details to check progress on action items.

Field teams can instantly trace tasks back to original meeting discussions and decisions. They can reduce administrative overhead and search time by surfacing real-time task statuses directly in meeting agendas and minutes.

• Required User Permissions:

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

  • 'Read Only' or higher level permissions on the project's Meetings tool with the 'Manage Meeting Items' granular permission enabled on the permissions template. See Meetings - Permissions.

Note: You must also have the necessary permissions enabled on the Tasks tool. See Tasks - User Permissions.

Prerequisites

Before you view linked tasks from the Meetings tool, you must complete the following:

• Create a meeting.

• Add a meeting item.

1. Open the Procore app on an iOS mobile device and select a project.
   The Tools screen loads, displaying all tools available for this project.

2. Tap Meetings.
   The Meetings screen opens with a list of meetings.

3. On the meeting list, tap a meeting and scroll to the Agenda section.
   The Agenda section lists the meeting items.
   Note: You can also scroll to the Minutes section to view the linked tasks.

4. Tap a meeting item and scroll to the Tasks section.

5. In the Tasks section, tap a task.
   The Task view screen opens for the selected task. You can view the task title, assignee, and real-time status.

6. Tap Show in the Information field.
   You can view the task details, including the Origin field.

7. Tap the Origin field.
   This takes you directly back to the source meeting item, giving you immediate context on where and why the task was created.