Have You Tried It?: Meeting Templates in Autodesk Build & BIM Collaborate

August 22, 2024

Tori Anderson

As a construction project progresses, recurring meetings are a necessary part of daily and weekly work. From OAC to safety meetings, and from progress to status meetings, keeping tabs on all meeting logistics for setup and agendas is time consuming.

At Autodesk, we’ve heard from project managers and superintendents about just how frustrating it can be to set up the same meeting agendas again and again from scratch on each new project. For this reason, we’re thrilled to share more about our recently released and very requested feature in Autodesk Build and BIM Collaborate: Meeting Templates.

Now, admins can create preset agenda templates for those standard construction project meetings – like OAC meetings, status meetings, toolbox talks – and team members can use that template to create new meetings.

We made meeting setup a breeze – How it works

In Library, account administrators can create a meeting agenda and save it as a template. From there, admins can select which projects to make it available on.

When a meeting template is enabled on a project, project members can apply that template to a new meeting to instantly populate the agenda. The meeting title, description, and topics will all populate based on what was pre-defined in the template.

How does Meeting Templates help?

So how does Meeting Templates improve project meeting workflows? Let’s explore a couple of key ways:

Speed up project setup. Project managers and superintendents now have a faster way to set up all their standard recurring project meetings. Instead of having to recreate the same meetings again and again, on each project, project managers, superintendents, and project coordinators can create them in an instant with meeting templates.

Establish standards. Consistent project standards help projects run smoother with consistent expectations and operations. Templates make it easy for project teams and contractors to set up a standard for how these important meetings are run and documented, from project to project. When there are standards for how meetings minutes are documented across projects, it’s easier for teams to stay informed.