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Procore

Email a Calendar Item

Objective

To email a calendar item from the project's Schedule tool to a team member or group of team members.

Things to Consider

  • Required User Permissions: 'Standard' or 'Admin' on the project's Schedule  tool. 

Steps

  1. Navigate to the project's Schedule tool. 
  2. Locate the task you want to email. See "Search and Filter for Scheduled Tasks" in the See Also section below.
  3. Click the title link of the scheduled task. 
  4. Click More Info.
  5. Click the Email button in the right sidebar.
  6. Fill out the following fields:


     
    • To: Select one or more team members to send the email directly to. The email will be sent to the emails associated with their accounts in Procore.
    • CC: Select one or more team members to carbon copy the email to. You will automatically be included on this list to ensure you get a copy of the email in your inbox as well. You may take yourself off of this list if you don't want to receive an email.
    • Private: Mark this checkbox if you would like to hide the email from everyone except recipients of this email.
    • Subject: The subject will be automatically populated with "FWD: [task number]: [task name]." You may change this.
    • Attachments: Attach any relevant files. The scheduled task's details will already be attached, however.
    • Message: Include a message to the recipients of the email.
  7. Click Send

 

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