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Procore

Create a Tag to Filter Emails

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Objective

To create tags to filter messages in your 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

  • Required User Permissions:
    • 'Admin' level permissions 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 a name for the tag.

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

    tags-list.jpg