Meetings
Build structured agendas, record minutes against each item, track attendees, and carry open items forward to the next meeting.
Updated June 1, 2026Who this is for:
Open in SyntectonProject Manager
Project Engineer
The Meetings tool structures recurring project meetings into sections and items, captures minutes against each item, and carries unresolved items forward so nothing falls through the cracks between meetings.
Run a meeting
1
Create the meeting
Go to Field Execution → Meetings and click New Meeting. Set the title, date, time, and location.
2
Build the agenda
Add sections (e.g. Safety, Schedule, RFIs, Procurement) and items under each. Reuse the structure from a prior meeting in a series to keep numbering consistent.
3
Invite attendees
Add attendees from the project directory. They’ll receive the agenda and, later, the minutes.
4
Record minutes
During the meeting, capture decisions and discussion against each item. Mark items open or closed.
5
Carry forward and distribute
Closed items stay in the record; open items roll into the next meeting in the series. Distribute the minutes when you’re done.
Troubleshooting
Items don’t carry forward
Carry-forward works within a meeting series. Create the next meeting from the existing series rather than as a standalone meeting.
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- RFIs (Requests for Information)Raise a formal question to the design team, track ball-in-court and due dates, capture the official response, and link it to drawings and specs.
- Deficiencies (Punch List)Log items that need correction, assign them to the responsible party with a location and photo, and track each one through to verified closeout.