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Procore

Send a Message in the Conversations Tool (Beta)

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 In Beta
The Conversations tool is currently in beta. For more information, see Getting Started with Procore Conversations and How do I opt in to the beta for Procore Conversations?

Objective

To send a message to one or more individuals in Procore with the Conversations tool.

Things to Consider

  • Required User Permissions:
    • You must exist in a project's Directory.
      Note: Individuals you want to message must also exist in the project's Directory.
 Note

Steps

See the sections below to learn how to send different types of messages in the Conversations tool:


Direct Messages

Send a New Direct Message

  1. Navigate to the Conversations tool (click the conversations icon-conversations.png icon in the Procore header).
  2. Click Start Direct Message at the top of the page, or click the create icon-plus-cnvs.png icon in the 'Direct Messages' section.
    conversations-start-direct-message.png
  3. Complete the following information:
    • Project: Select the project from the drop-down menu. You can search for the project name or number if needed.
      Note: After you select a project, the Team Members list is automatically populated with all users in the project's Directory.
    • Team Members: Select the people you want to include in the direct message. If your project has distribution groups, you can select one to automatically add everyone in that group. See Add a Distribution Group to the Project Directory.
      • A maximum of 100 members can be added.
    • Message: Enter your message.  
  4. When you are ready to send your message, press the ENTER or RETURN key on your keyboard, or click the send icon-send-cnvs.png icon.
    Note: If the 'Edit/Delete' feature for Conversations is enabled on the account, you can edit or delete your message within five (5) minutes of sending it. See Edit or Delete a Message in the Conversations Tool.

Send a Direct Message in an Existing Conversation

  1. Navigate to the Conversations tool (click the conversations icon-conversations.png icon in the Procore header).
  2. In the 'Direct Messages' section, click the name of the direct message you want to open.conversations-existing-direct-message.png
  3. Enter a message in the text box.
  4. When you are ready to send your message, press the ENTER or RETURN key on your keyboard, or click the send icon-send-cnvs.png icon.
    Note: If the 'Edit/Delete' feature for Conversations is enabled on the account, you can edit or delete your message within five (5) minutes of sending it. See Edit or Delete a Message in the Conversations Tool.

 


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Groups

Send a Group Message

  1. Navigate to the Conversations tool (click the conversations icon-conversations.png icon in the top menu of Procore).
  2. In the Groups section, click the group you want to send a message to.
    conversations-group-message.png
  3. Enter a message in the text box.
  4. When you are ready to send your message, press the ENTER or RETURN key on your keyboard, or click the send icon-send-cnvs.png icon.
    Note: If the 'Edit/Delete' feature for Conversations is enabled on the account, you can edit or delete your message within five (5) minutes of sending it. See Edit or Delete a Message in the Conversations Tool.

 


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Items

Send a Message from an Item in a Procore Project

  1. Navigate to the item in a Procore project that you want to send a message about. See Which tools and items support Procore Conversations?
  2. Click the Conversations icon-conversations.png icon to open the side panel.
    conversations-icon-sidebar-rfis.png
  3. Enter a message in the text box.
  4. To send the message, click the send icon or press ENTER on your keyboard.
    The message is automatically shown in the side panel of the item, and can also be seen within the Conversations tool.
    Note: If the 'Edit/Delete' feature for Conversations is enabled on the account, you can edit or delete your message within five (5) minutes of sending it. See Edit or Delete a Message in the Conversations Tool.

Send a Message in an Existing Item Conversation

  1. Navigate to the Conversations tool (click the conversations icon-conversations.png icon in the top menu of Procore).
  2. In the 'Items' section, click the item conversation that you want to send a message in.conversations-item-convo.png
    Note: Click the expand icon-arrow-expand.png icon to show items for a tool as necessary.
  3. Enter a message in the text box.
  4. When you are ready to send the message, click the send icon or press ENTER on your keyboard.
    The message is automatically shown in the side panel of the item, and can also be seen within the Conversations tool.
    Note: If the 'Edit/Delete' feature for Conversations is enabled on the account, you can edit or delete your message within five (5) minutes of sending it. See Edit or Delete a Message in the Conversations Tool.

 


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