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Meetings

Scheduling meetings

Haunch meeting records link directly to a project and feed into the audit trail. Create a meeting record before or after the event — the important thing is that the record exists.

Creating a meeting record

  1. 1Open the project the meeting relates to.
  2. 2Click the Meetings tab.
  3. 3Click + New meeting.
  4. 4Enter the meeting title, date, time and location (or video link).
  5. 5Add attendees from the team member list. You can also add external attendees by name.
  6. 6Click Create.

Meeting types

Site meeting
On-site progress and coordination meetings with the contractor.
Design meeting
Design team coordination — architects, engineers, consultants.
Client meeting
Meetings with the client to discuss brief, progress or changes.
Internal meeting
Practice-internal reviews, handovers or coordination.
Pre-application
Pre-application consultation with the local planning authority.

Upcoming meetings

The project overview shows the next scheduled meeting in the summary tiles. The Meetings tab lists all past and upcoming meetings in chronological order.

Last updated June 2026
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Creating a meeting recordMeeting typesUpcoming meetings