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      Manage a Meeting's Reminder

      Configure automated meeting reminders in ConstructionOnline™

      BACKGROUND 

      In construction, a missed meeting can result in more than just inconvenience—it can derail schedules, delay decision-making, and impact project outcomes. To prevent this, timely reminders are essential.

      ConstructionOnline makes it easy to configure and manage automated meeting reminders, helping your team stay informed, on time, and aligned. Whether you’re setting up a reminder during meeting creation or making adjustments later, ConstructionOnline ensures that every attendee receives the right information at the right time. This functionality ensures all attendees receive advance notification with pertinent details, drastically reducing no-shows, streamlining communication, and significantly enhancing overall meeting efficiency across all projects.  

      ⚠️ Important: Only one reminder can be configured per meeting. 

      THINGS TO CONSIDER

      This article will walk you through the essential steps for managing your meeting reminders in ConstructionOnline, covering how to: 

      HOW TO ADD A NEW MEETING REMINDER 

      A. During Meeting Creation: 

      1. Begin by choosing the option to Create a New Meeting
      2. In the "Create Meeting" extension blade opened on the right side of the screen, navigate to the "Reminder" tab. 

        Manage reminders for construction meetings in ConstructionOnline's Meeting Minutes
      3. Click the green (+) Create New Reminder button.

        Create a new reminder for construction meetings in ConstructionOnline 
      4. Configure the reminder options - 
         
        Configure meeting reminders including message, method, and scheduled delivery to keep construction meetings on schedule
        1. Timing: Select the amount of time before the meeting that the reminder is sent to all attendees. 
        2. Message: Include a message with the reminder about the meeting. 
        3. Delivery method: Send the reminder via Email and/or Text. 
          1. For a Contact to receive Text Message notifications, both a Mobile Number and Provider must be saved in their Contact Details within ConstructionOnline. 
      5. Click the blue "Create" button to save the meeting with the configured reminder. 

      B. From 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."

        Add a new meeting reminder to an existing meeting in ConstructionOnline
      4. Follow Steps 2-4 from the section above. 

      HOW TO EDIT AN EXISTING MEETING REMINDER

      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."

        Easily update automated reminders scheduled for upcoming construction meetings in ConstructionOnline's Meeting Minutes software
      4. In the meeting's extension blade opened on the right side of the screen, navigate to the "Reminder" tab. 

        Reminder Settings can be accessed through the Meeting Details in ConstructionOnline
      5. Adjust any of the following reminder settings -
        1. Timing
        2. Message
        3. Delivery method
      6.  Click the blue "Save" button to finalize the changes to the meeting's reminder. 

      HOW TO DELETE AN EXISTING MEETING REMINDER

      ⚠️ Important: When deleting a meeting reminder, do not click the red "Delete" button at the bottom of the meeting. That button will delete the entire meeting, not just the reminder. 

      1. Navigate to the "Reminder" tab (whether creating a new meeting or editing an existing meeting)
      2. Press the red ❌ "Delete Reminder" button to remove the meeting reminder. 

        Delete an automated reminder for a scheduled construction meeting in ConstructionOnline
      3. Click the blue "Create" (for new meetings) or "Save" (for existing meetings) button to finalize the change and save the meeting without the reminder. 

      ADDITIONAL INFORMATION 

      • Subscription Level: Meeting Minutes 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 and manage meeting reminders for meetings accessible to them. 
        • For Company Users, this includes meetings they've created, are invited to, or those set as public. 
      • CO™ Mobile App: Currently, Meeting Minutes 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.