Go to an Item in Procore from the Conversations Tool
Objective
To navigate to an item in Procore from a message in the Conversations tool.
Things to Consider
- Required User Permissions:
- 'Read Only' or higher level permissions to the item's tool in Procore.
Note: If the item is marked as Private, you must have permission to view that item.
- 'Read Only' or higher level permissions to the item's tool in Procore.
Prerequisites
- A conversation must exist for the item. See Send a Message Related to an Item in Procore.
Steps
- Make sure that you are in the Conversations tool (click the Conversations icon in the header from anywhere in Procore).
- In the 'Items' section, locate the item.
Note: Click the expand icon to show items for a tool as necessary. - Click the item to open the conversation.
- Click the open icon.
A new tab opens to the item in Procore.
- To view the conversation related to the item, click the Conversations icon to the right of the item to open the side panel.