During Meetings

During a Meeting in Autodesk Construction Cloud

As your meeting begins, go to the Meetings tab in the Meeting tool. From the Meeting Series List, open the meeting you want to manage. You can track attendance, take notes, and export meeting minutes in PDF format at the end.

Step 1: Record Attendance

• As invitees join, toggle the checkboxes next to their names in the Invitees list.

Step 2: Take Notes

You can add notes to any meeting item during the meeting:

• Click the item and press Enter to insert a line break.

Within Meeting Discussion, you can:

• Change status or flag items for follow-up meetings
  Use the status drop-down to close items during the meeting. Closed items won’t appear in follow-up meetings.

• Delete items and topics
  Hover over the topic or item and click the Trash icon.

• Create topics and items
  Click + Add Topic or + Add Item.

• Assign follow-up work, due dates, attachments, or references
  Hover over the item and click the Hamburger menu icon.

• Reorder topics or items
  Hover over the topic or item, click the Handle icon, and drag to reorder.
  Tip: Items can be moved between topics. Numbering updates automatically.

Meeting Summary:
You can also write in the Meeting Summary section.

• Summary content does not carry over to follow-up meetings.
• Follow-up meetings copy the current meeting description, non-closed agenda items, invitees, and location.

Step 3: Filter Items

To focus on specific items during the meeting, use filter options to view only relevant action items.
See: Filter Items During a Meeting for detailed instructions.

Step 4: Mark as Minutes

Once notes are complete:

1. Open the drop-down list in the top-left corner.
2. Select Minutes.
   • Notes become read-only.
   • Organizers and administrators can still reopen and edit if needed.

Tip: Inform attendees they can export a PDF of the meeting minutes.
See: Export Meeting Information for details.

What’s Next

After completing your meeting:

• Mark the meeting as Minutes to finalize the record.
• Create follow-up meetings for ongoing discussions.
• Export meeting information to share with stakeholders.
• Manage meeting records as needed.

Parent Page: Working with Meetings