Video content may not accurately reflect the current state of the system, and/or it may be out of date. |
The Conversations tool can be enabled and configured in the Company level Admin tool. See Configure Access and Settings for the Conversations Tool.
Company Admins can:
Access to the Conversations tool is configured by a Company Admin of the Procore account. See Configure Access and Settings for the Conversations Tool.
Project users can have conversations with any other users in the project's Directory, and on items that they have access to. See How do permissions work for the Conversations tool?
The following considerations exist:
Video content may not accurately reflect the current state of the system, and/or it may be out of date. |
When you click the Conversations icon in the Procore header, you will see your own view of the Conversations tool, where you can view and respond to direct messages, group messages, and item conversations for all of your projects within a Procore account. If you belong to projects for different companies in Procore, you will only see project conversations for the company that you are currently logged into Procore for.
Note:
While viewing an item in a supported tool, you can click the Conversations icon on the right side of the page to start or view a conversation (the image below shows Conversations in the RFI tool). To learn which tools you can currently use Conversations with, see Which project tools support Conversations?
Users with the 'Create and Manage Group' privilege (see Configure Access and Settings for the Conversations Tool) can create groups for messaging specific individuals in the Conversations tool. See Create a Group in the Conversations Tool and Manage a Group in the Conversations Tool.
All individuals in a Procore project can send messages from the Conversations tool, and you can also send messages from within tools that support Conversations. See Which tools and items support Conversations?
There are three (3) different types of conversations: direct messages, group conversations, and item conversations.
See the following tutorials for more information:
You can view all of your messages from the Conversations tool in Procore on web or mobile. Unread messages are shown in bold and have notification badges to ensure you never miss important communications.
Note: If you use Procore with different company accounts, you will only see project conversations for the company that you currently are logged into.
See the following tutorials for more information:
You can only perform these actions for your own messages, and not on anyone else's behalf.
Video content may not accurately reflect the current state of the system, and/or it may be out of date. |
Note:
See Conversations (iOS) and Conversations (Android) for more information available actions.
Set your preferences: Tailor Conversations to suit your company’s needs. Admins can configure Conversations to customize features like group creation and editing capabilities. Can any project member create a group? Or does it make sense to limit that functionality? Do you want users to have the ability to edit their messages? Or does it make sense to limit editing capabilities? Since the goal is to build adoption across your organization, a good rule of thumb is to limit the amount of restrictions. Learn how to configure Conversations.
Test it out: Instead of opting into Conversations for all projects, enable it on one project to get started. This creates the ability to understand how a project team at your company will adapt to this new tool. Identify which groups, settings, and workflows work best for project teams at your company. Leverage these findings to inform rollout strategy.
Standardize Conversations Set Up: To create consistency across your company, consider creating the same groups for each project. By creating a uniform experience across all projects, users will become accustomed to communicating in the same ways, thereby increasing adoption of this tool.
Send a company announcement: Alert internal stakeholders of this new tool by sending company-wide communication. Be sure to mention where users can find it and a brief description of what it is.
Set Expectations: Be clear on how Conversations is expected to be used across each project and what types of communication, if not all types, should be moved to this tool.
Host a Lunch & Learn: We’ve created a helpful video designed specifically for internal teams to host a lunch and learn. Use this helpful content to educate your teams.