View Messages in the Conversations Tool
Background
The Conversations tool show all conversations that you are involved in. This includes direct messages, group conversations, and item conversations.
Things to Consider
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Required User Permissions:
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You must exist in a project's Directory.
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Additional Information:
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Unread messages in the Conversations tool are shown in bold text with a notification badge
next to them.-
Note:
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The number in the badge indicates the number of new messages in the conversation.
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The notification badge in the Procore header does not automatically update after you view unread messages, but will update after refreshing the page or coming back to the Conversations tool.
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To view threaded replies in a conversation, click the 'reply' link under a message. See View Threaded Replies within a Conversation.
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Steps
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Navigate to the Conversations tool (click the Conversations
icon in the Procore header). -
Your conversations are organized into the following sections in the sidebar:
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Starred: Contains all conversations you have specifically marked as important for quick access.
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Direct Messages: Contains one-on-one conversations with other Procore users.
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Groups: Contains private group conversations.
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Items: Contains conversations related to specific Procore items (e.g., RFIs, Submittals).
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View Starred Messages
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Starred conversations are organized at the top of the sidebar in the Starred section.
Note: This section only appears if you have at least one starred conversation. -
Click the name of the Starred conversation to open the thread.
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A star
icon appears next to the conversation name to indicate it is pinned. -
Messages are automatically sorted by date and time. Each message shows the sender's name and initials.
View Direct Messages
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Direct messages are organized by project in the 'Direct Messages' section.
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Click the name of the individual to open your conversation.
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Messages are automatically sorted by date and time. Each message shows the sender's name and avatar/initials.
View Group Messages
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Group messages are organized by project and group in the 'Groups' section.
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Click the name of the group that you want to see messages for. This opens the group conversation.
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Messages are automatically sorted by date and time. Each message shows the sender's name and avatar/initials.
View Messages Related to Items In Procore
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Conversations related to items are organized by project and tool in the 'Items' section.
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Click the name of the item that you want to see messages for. This opens the item conversation.
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Messages are automatically sorted by date and time. Each message shows the sender's name and avatar/initials.
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Optional: To go to the item in the project, click the open
icon.

