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Procore

Mention Users in a Coordination Issue Comment

Objective

To mention one or more users in a comment on a coordination issue.

Background

Use the @mention feature to request input on a coordination issue from specific team members. This centralizes communication and avoids the need to send mass emails to uninvolved users. 

  • How it Works: In a comment, type @ before each user's name you wish to notify.
  • Notifications: Every mentioned user automatically receives a notification email with a direct link to the issue.
  • Best Use: Ideal for pulling in non-assignee specialists (e.g., engineers, foremen) for their expert opinion.
  • Requirement: To be mentioned, users must have 'Read-Only' or higher permissions on the Coordination Issues tool.

Things to Consider

  • Required User Permissions:
    • To mention or be mentioned in a comment, 'Read Only' level permissions or higher on the project's Coordination Issues tool.

Steps

From the Procore Plugin 

  1. Open Navisworks® and your model on your computer. See Getting Started Using the Procore Plugin.
  2. With the Procore tab selected, click Issues List.
  3. Click the issue you want to mention a user on.
  4. Click Activity to open the Activity window.
    OR
    Click Info on the issue, then click the Activity tab. 
  5. Add a new comment to mention the user in, or edit an existing one:
    • To add a comment:
      1. Enter your comment into the text box.
      2. Enter the @ symbol in your comment and begin typing the user's name.
        Note: A list of users that match the letters you typed will appear.
      3. Click on the user's name to confirm the user.
        Note: If you want to mention additional users on the same comment, enter the @ symbol again to select another user, and repeat as necessary.
      4. Optional: Click Attach Image to add a snapshot of the current view to your comment.
      5. Click Submit.
    • To edit a comment:
      1. Click Edit on the comment you want to edit.
      2. Enter the @ symbol in your comment and begin typing the user's name.
        Note: A list of users that match the letters you typed will appear.
      3. Click on the user's name to confirm the user.
        Note: If you want to mention additional users on the same comment, enter the @ symbol again to select another user, and repeat as necessary.
      4. Optional: Click Attach Image to add a snapshot of the current view to your comment.
      5. Click Update.

From the Coordination Issues Tool ​​​​​​

  1. Navigate to the project's Coordination Issues tool on app.procore.com.
  2. Click the Issue link to view its details in the side panel.
  3. Click the Activity tab.
  4. Add a new comment to mention the user in, or edit an existing one:
    • To add a comment:
      1. Enter your comment into the text box.
      2. Enter the @ symbol in your comment and begin typing the user's name.
      3. Click on the user's name to confirm the user.
        Note: If you want to mention additional users on the same comment, enter the @ symbol again to select another user, and repeat as necessary.
      4. Optional: Click Attach Image to select an image file to add to your comment.
      5. Click Submit.
    • To edit a comment:
      1. Click the vertical ellipsis  icon-ellipsis-options-menu.png  icon next to the comment and click Edit
      2. Enter the @ symbol in your comment and begin typing the user's name.
      3. Click on the user's name to confirm the user.
        Note: If you want to mention additional users on the same comment, enter the @ symbol again to select another user, and repeat as necessary.
      4. Optional: Click Attach Image to select an image file to add to your comment.
      5. Click Update.