What text formatting options and shortcuts are supported in the Project Emails tool?

 In Beta
An upgraded and modernized text editor experience is now available for the Emails tool. Learn more about this open beta and how your Procore point of contact can help your team enable it. 

Answer

The Project-level Emails tool utilizes an advanced rich text editor that allows for seamless content creation and external copy-pasting. The following formatting features are supported:

  • Pasting from External Apps: You can copy text, tables, and links directly from Google Docs or Microsoft Word and paste them into the editor without losing their original styling, background colors, or alignments.

  • Inline Table Controls: Once a table is inserted via the toolbar, you can click inside it to dynamically add/delete rows and columns.

  • Special Characters & Code: Access a full library of mathematical symbols, currency symbols, and arrows, or wrap text inside code blocks.

  • Markdown Typing Shortcuts: 

    • Heading 1: Type # + Space

    • Heading 2: Type ## + Space

    • Heading 3: Type ### + Space

    • Blockquote: Type > + Space

    • Bold: Type text or __text__

    • Italic: Type text or _text_ 

    • Strikethrough: Type ~~text~~ 

    • Bullet List: Type * + Space or - + Space 

    • Numbered List: Type 1. + Space

    • Divider: Type --- (three dashes) on a new line

  • Remove Formatting: A dedicated button allows you to instantly clear custom fonts, colors, and sizes from highlighted text.

For more detailed information on which on-the-fly markdown options are supported, refer to the Create an Email article for a complete list of formatting shortcuts and exclusions. 

See Also