Skip to main content
Procore

Send a Message Related to an Item in Procore

Also available on  icon-apple-logo.png  icon-android-logo.png

Objective

To send a message related to an item in a Procore project using the Conversations tool.

Background

The Conversations tool can be used in supported tools to send messages related to specific items in a Procore project, also referred to as item conversations. See Which tools and items support Procore Conversations? The conversation can be viewed from the Conversations tool at the Company level of Procore, as well as in a side panel for the item in the project. See Go to an Item in Procore from the Conversations Tool.

Things to Consider

  • Required User Permissions:
    • 'Read Only' or higher level permissions to the tool you want to create a conversation for.
      Note: If an item is marked as Private, you must have permission to view that item.

Steps

From the Item

  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.

From the Conversations Tool

  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.