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Procore

Apply a Tag to an Email

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Objective

To apply a tag to an email in the project's Emails tool.

Background

In Procore, a number of tools let you add tags/keywords to a record. When you have a large number of records, this makes it easier for users to use the tool's search feature to find the records marked with those tags/keywords.

The Emails tool gives users the ability to create tags that can be applied to messages stored in the Emails tool. Once tags are applied to your emails, users can click the individual tags in the Tags menu to view all the email messages associated with that tag. 

Things to Consider

Steps

Apply a Tag to an Email

  1. Navigate to the project's Emails tool.
  2. Click and drag the tag from the Tags section and drop it onto the email message in the list of messages in the Inbox. 
    Note: To apply a tag to an email that is clicked open, drag-and-drop the tag towards the top of the email.
    The system adds the tag to the email message as shown below. 

    emailtag2015-06-15_16-02-40.png

    In addition, the system adds the new message to the message count for that tag in the Tags menu. 

    emailtag2015-06-15_16-03-55.png