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Procore

View a Conversation Related to an Item in Procore (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 view a conversation related to an item in a Procore project.

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 item's tool in Procore.
      Note: If the item is marked as Private, you must have permission to view that item.

Prerequisites

Steps

View from the Conversations Tool

  1. Navigate to the Conversations tool (click the Conversations icon-conversations.png icon in the header from anywhere in Procore).
  2. In the 'Items' section of the left side panel, find the item that you want to view a conversation for.
    Note: Items are organized by tool. See Which tools and items support Procore Conversations?
  3. Click the item to view the conversation.

View from the Item in Procore

  1. Navigate to the item's tool in Procore. See Which tools and items support Procore Conversations?
  2. Open the item that you want to view a conversation for.
  3. Click the Conversations icon-conversations.png icon to the right of the item to open the side panel and view the conversation.