Construction meeting minutes software
Meeting minutes, with action items that don't get lost
Schedule OAC, sub coordination, safety and other meetings as numbered series. Take attendance, write the minutes and assign action items, and every open item moves forward to the next meeting in the series.
Live demo — click any tool in the sidebar.
Inbox 4ProjectsDirectoryMeetings
Agendas, minutes and action items, carried forward until they're done.
Inbox 4ProjectsDirectoryMeetings
Agendas, minutes and action items, carried forward until they're done.
What it does
Agendas, attendance, minutes and action items that carry forward.
Numbered meeting series
Meetings of the same type form a series, such as OAC Meeting #1, #2 and #3. Types include OAC, sub coordination, safety, progress, preconstruction, closeout and owner.
Action items carry forward
Open action items move to the next meeting in the series, marked with where they came from. The earlier minutes still show them as carried.
Schedule the next one in a click
Create the next meeting with the same people, place, time and agenda one cycle later: a week for most series, two weeks for sub coordination.
Attendance and minutes
Mark who was present, write the minutes and complete the meeting. The list flags past meetings that still need minutes.
Assigned action items
Give each action item an assignee from the project team and a due date. Assignees can mark their own items complete.
Distributed minutes are locked
Mark the minutes distributed to attendees once they are final. They lock, and the list tracks which meetings still have minutes unsent.
How it works
Step by step.
From the first step to the final record.
Step 1
Schedule the meeting
Pick the type, date, time and location, invite attendees from the project team and write the agenda. Choose whether to carry over open items.
Step 2
Run it
Take attendance, write the minutes and add action items with an assignee and due date.
Step 3
Complete and distribute
Complete the meeting, then mark the minutes distributed to the attendees. The minutes lock.
Step 4
Schedule the next one
Create the next meeting in the series in one click. Open action items come with it.
Who uses it
Built for the whole project team.
Everyone on the job works in the same record — each sees what their role allows.
General contractors
Schedules meetings, takes attendance, writes the minutes, assigns action items and distributes the minutes.
Subcontractors
Sees the meetings they are invited to and marks their own action items complete.
Owners
Sees the meetings they are invited to, with agenda and minutes, and completes the action items assigned to them.
Architects & engineers
Sees the meetings they are invited to and completes the action items assigned to them.
Questions
Meetings, answered.
What happens to open action items after a meeting?
When the next meeting in the same series is created, open items move to it with a reference to the meeting they came from. The original is marked carried, so the earlier minutes stay accurate.
Who can record minutes?
The GC runs meetings: scheduling, attendance, minutes, action items and distribution. Other parties see the meetings they are invited to, and anyone assigned an action item can mark it complete.
Can minutes be edited after they are distributed?
No. Once the minutes are marked distributed they are locked.
Which meeting types are supported?
OAC, sub coordination, safety, progress, preconstruction, closeout, owner and other. Each type keeps its own numbered series.