Meeting Minutes

Overview: Meeting Minutes

A centralized, collaborative solution for complete documentation of construction meetings in ConstructionOnline's construction management software platform

In construction, clear communication and reliable scheduling are critical to project success. Meetings play a crucial role in aligning teams, coordinating tasks, and driving decisions—but without accurate records, important details often get lost, creating uncertainty, delays, and costly misunderstandings.  

ConstructionOnline's Meeting Minutes provide a comprehensive, streamlined solution for managing every aspect of necessary construction meetings. From initial setup through real-time documentation and follow-up, Meeting Minutes centralize your records, promote team accountability, and keep your entire project team informed—boosting efficiency, transparency, and oversight on all meetings from start to finish.

Construction Meeting Minutes Software for Residential Homebuilders and Commercial General Contractors | Construction Project Management Software | UDA ConstructionOnline
KEY BENEFITS & FUNCTIONALITIES 

  • Streamlined Meeting Creation & Management

    Meeting Minutes simplifies the entire meeting cycle. Users with the appropriate permissions can quickly create new meetings from scratch, setting essential details like name, date, time, and location—and linking meetings directly to specific projects. The intuitive "Create Meeting" extension blade ensures a smooth setup process by guiding users through all essential meeting elements.

    For recurring events, like weekly site updates or monthly safety reviews, the "Repeating Meeting" option generates distinct records for each individual instance, reducing manual entry and minimizing scheduling errors.

  • Structured Agenda & Preparation 

    "Agenda" Mode for ConstructionOnline's Meeting Minutes offers a dedicated space to effectively plan and organize construction meetings. Users can define high-level Agenda Categories and add specific Agenda Items beneath each category. This clear, sequenced structure keeps discussions focused and ensures all important topics are covered. Outlining clear Meeting Agendas helps teams come prepared and leads to more productive outcomes. 

  • Comprehensive Meeting Documentation  
    Once a meeting begins,  "Minutes" Mode becomes the central hub for real-time documentation, empowering users to easily capture live meeting records. From "Meetings" Mode, users can:
    • Add detailed notes ("Minutes") to each Agenda Item
    • Create and assign Action Items
    • Mark and track Meeting Attendance
    • Use the free-form Notepad to jot down additional thoughts
    • Upload relevant Attachments 

These purpose-built tools ensure comprehensive, accessible documentation that supports productive decision-making and effective follow-through.

  • Dynamic Meeting Stage Control 
    Every meting in ConstructionOnline is tracked through defined Meetings Stages—Draft, Scheduled, Completed, or Cancelled. Users with appropriate permissions can update the Meeting Stage as needed, supporting team visibility and relevant system notifications. This straightforward approach keeps teams aligned and minimizes confusion about meeting progress and expectations. 

  • Enhanced Accountability with Action Items
    Meeting Minutes enhances accountability by allowing users to create Action Items linked directly to Agenda Items. These tasks can be assigned to any Contact in the Company Directory—not just meeting attendees—complete with detailed descriptions and due dates. ConstructionOnline tracks Action Item completion and provides dedicated tracking for easy oversight, driving task follow-through and project momentum.

  • Real-time Collaboration & Notifications
    Instant updates ensure effective communication across teams. With accessible, online Meeting Minutes in ConstructionOnline everyone stays informed and in sync. Meeting Attendance can be easily recorded in real-time, encouraging active participation and streamlining required records. Automated reminders can be configured to meet the needs of any team, and timely notifications help to reduce no-shows and hold participants accountable. Meeting invitations can be responded to directly via email, with recipients able to accept, decline, or update their response at any time—keeping collaboration smooth and efficient.

    Meetings can also be surfaced in the Company and Project-level Calendars, giving teams full visibility into upcoming discussions alongside other key events. Additionally, the Meetings widget in My Agenda View allows users to easily review, manage, and prepare for scheduled meetings directly from their personalized dashboard, helping to ensure nothing falls through the cracks. 

Discover how ConstructionOnline's Meeting Minutes can transform your construction meeting workflows by:

  • Automating the scheduling of recurring meetings, saving administrative time 
  • Structuring meetings with clear agendas for focused discussions 
  • Centralizing documentation for secure, accessible record-keeping
  • Driving accountability with built-in Action Item assignment and tracking
  • Improving communication with real-time updates and notifications 
  • Mitigating disputes by providing an official, time-stamped meeting records
  • Clarifying the status of all meetings, reducing confusion and miscommunication

ADDITIONAL INFORMATION 

  • Subscription Level: Meeting Minutes is available for companies with active Commercial or Multi-Family ConstructionOnline subscriptions at the Team, Business, and Enterprise levels.
    • The Meeting Minutes feature is also available as a Per-Company Add-On for other subscription plans.
  • 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.