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Meeting Minutes
Remove Attendee(s) from a Meeting
Delete participants from a meeting's attendee list in ConstructionOnline™
BACKGROUND
In construction, team roles shift often—whether someone's project involvement has changed, they were added to a meeting by mistake, or they've left the company. Keeping your meeting attendee list up to date is essential to ensure that communication stays relevant and secure.
That's why ConstructionOnline's Meeting Minutes makes it easy to manage attendee lists as projects evolve. With just a few clicks, users can remove participants, keeping meeting records accurate, communications relevant, and sensitive information secure.
HOW TO REMOVE ATTENDEE(S) FROM A MEETING
- Access the "Company Overview" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar.
- If you're working within a specific Project, use the feature selector to access that Project's Meetings.
- Select Meetings under the "Meeting Minutes" section.
- To manage a Meeting's Attendees, you'll need to be working in the Meeting extension blade, which can be opened by choosing to create a new meeting or edit an existing meeting.
- Within the Meeting extension blade on the right side of your screen, navigate to the "Attendees" tab.
- Remove the Attendee
- Click the gray 3-dot Action Menu
next to the attendee you want to remove.
- Select the red "Remove" option from the dropdown menu.
- Click the gray 3-dot Action Menu
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- For new meetings, click the blue "Create" button.
- For existing meetings, click the "Save" button to finalize your changes..
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 manage meeting attendees for meetings that are visible to them.
- For Company Users, this includes meetings they've created, are invited to, 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.