Meeting Minutes
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      1. ConstructionOnline Knowledge Base
      2. Meeting Minutes

      Add Attendee(s) to a Meeting

      Define meeting participants in ConstructionOnline™

      BACKGROUND

      Construction projects involve a wide range of stakeholders—clients, contractors, subcontractors, and suppliers—making meeting coordination a constant challenge. Ensuring the right people are informed, invited, and aligned is critical to project success. 

      ConstructionOnline's Meeting Minutes feature simplifies this process by allowing users to easily add attendees directly within the platform. This streamlines communication, keeps teams on the same page, and ensures no one misses key discussion. 

      🗒️Note: When adding Meeting Attendees, it's important to understand how invitations are queued and sent based on the selected settings: 

      • During Meeting Creation: The following option is selected by default: "Queue invites to Attendees as they are added. Invites will be sent after the Meeting is saved."  This means invitations will be automatically queued and sent to all added attendees once you click "Create." 
        • If this box is unchecked, invitations will not be sent out automatically—you'll need to manually queue and send them using the blue "send invites to all Attendees" action text. 
      • When Editing an Existing Meeting: Adding attendees will only queue invitations if the checkbox is selected. If it is not selected, you must either reselect it before adding attendees or use the blue "send invites to all Attendees" action text to queue invitations. Invitations are sent once you click "Save." 

      Please note: If you add more attendees after manually queuing invites for others, the new attendees will not be included in the previously queued invites. You will need to repeat the manual queuing process for any additional attendees. 

      👉For detailed steps, see "Send/Resend Meeting Invitations"

      HOW TO ADD ATTENDEE(S) TO A MEETING

      A. During Meeting Creation:

      1. Attendees can be added during the meeting creation process. 
      2. Once within the "Create Meeting" extension blade that opens on the right side of your screen, navigate to the "Attendees" tab. 

        Access Meeting Attendees List in ConstructionOnline's Meeting Minutes Software
      3. Press the blue "Click here" text to open the Contact search window.
         
        Add Attendees to a Construction Meeting in ConstructionOnline's Meeting Minutes Software
        1. ConstructionOnline will automatically populate a list of "Suggested Contacts."

          ConstructionOnline offers easy click and add options for construction meeting attendees
          1. The list will appear with your own user profile ("me") first, followed by your ConstructionOnline Contacts in alphabetical order. 
      4. Search and select the desired Contact(s) or click on the Contact(s) from the list of those suggested to add as meeting attendee(s). 

        Confirm Meeting Attendee Status for a Construction Meeting in ConstructionOnline's Meeting Minutes Software
      5. Once you have finished adding the attendee(s) and other meeting information you wish to include, click the blue "Next Step" button to finalize attendees and proceed with meeting setup. 

      B. From within an Existing Meeting:

      1. Access the "Company Overview" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
        1. If you're working within a specific Project, use the Feature Selector to access that Project's Meetings. 
      2. Select Meetings under the "Meeting Minutes" section. 
      3. Hover over the desired meeting and either press the blue "Details>" button or right-click and select "Edit."

        Edit Meeting Attendees in ConstructionOnline's Meeting Minutes Software
      4. Follow Steps 2-4 from the section above. 

        How to Add Additional Meeting Attendees to a Construction Meeting in UDA ConstructionOnline
      5. Click the blue "Save" button to finalize updates to the Meeting Attendees and close the Meeting Details blade.  

      ADDITIONAL INFORMATION 

      • Even after a meeting begins and "Minutes Mode" is switched on, Admin and Company Users with the appropriate permissions retain the ability to add attendees. 
      • Subscription Level: ConstructionOnline's Meeting Minutes feature is available for companies with current ConstructionOnline Commercial or Multi-Family subscriptions at Team, Business, and Enterprise levels. 
        • Meeting Minutes is also available as a Per-Company Add-On for all other plans. 
      • Permissions: Admin Users and Company Users with "Can Create, Edit, and Delete" for Meeting Minutes can add meeting attendees to meetings visible to them. 
        • For Company Users, this includes meetings they've created, are invited to, and/or those set as Public.  
      • CO™ Mobile App: Currently, the Meeting Minutes feature is exclusively available through browser access to ConstructionOnline.

      HAVE MORE QUESTIONS? 

      • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.