Skip to main content
Procore

Filter Emails by Tag

Objective

To filter messages in the project's Emails tool by tag.

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

Steps

  1. Navigate to the project's Emails tool.
  2. In the 'Tags' menu in the sidebar, click on the tag you want to filter emails by.

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

    A banner appears to show which tab is filtering the messages in view. When you are ready to remove the filter, click the Here link in the banner. 

    email-filter-tag2015-06-15_16-05-13.png
If you would like to learn more about Procore’s email management software and how it can help your business, please visit our construction email management software product page here.

 

  • Was this article helpful?