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Procore

Go to an Item in Procore from the Conversations Tool (Beta)

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 In Beta
The Conversations tool is currently in beta. For more information, see Getting Started with Procore Conversations and How do I opt in to the beta for Procore Conversations?

Objective

To navigate to an item in Procore from a message in the Conversations tool.

Things to Consider

  • Required User Permissions:
    • 'Read Only' or higher level permissions to the item's tool in Procore.
      Note: If the item is marked as Private, you must have permission to view that item.

Prerequisites

Steps

  1. Make sure that you are in the Conversations tool (click the Conversations icon-conversations.png icon in the header from anywhere in Procore).
  2. In the 'Items' section, locate the item.
    Note: Click the expand icon-arrow-expand.png icon to show items for a tool as necessary.
  3. Click the item to open the conversation.
  4. Click the open icon-open-in-new-tab.png icon.
    go-to-item.png
    A new tab opens to the item in Procore.
     
  5. To view the conversation related to the item, click the Conversations icon-conversations.png icon to the right of the item to open the side panel.