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Procore

Create a Tag to Filter Email Messages

Objective

To create tags and keywords in the Emails tool to filter your project's messages. 

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 which 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

  • Required User Permissions:
    • 'Admin' on the project's Emails tool. 

Steps

  1. Navigate to the project's Emails tool.
  2. Click + Create Tag.
  3. In the Tag Name box, enter the desired tag. 


     
  4. Click Create.
    The system adds the new tag to the Email tool's 'Tags' list as shown below.


     

See Also

 

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