Send a Message in the Conversations Tool (Beta)
Objective
To send a message to one or more individuals in Procore with the Conversations tool.
Things to Consider
- Required User Permissions:
- You must exist in a project's Directory.
Note: Individuals you want to message must also exist in the project's Directory.
- You must exist in a project's Directory.
Note
- If you want to reply to a specific message in a conversation, you can also reply in a thread for that message. See Reply to a Message in a Thread within a Conversation.
- If you want to tag an individual in a conversation, type the @ symbol on your keyboard and select their name. See Mention a User in a Conversation.
- You can add a photo to your message by dragging the photo into the text box. See How can I attach a photo to my message in the Conversations tool?
- If enabled for the Procore account, you can edit or delete your message within five (5) minutes of sending it. See Edit or Delete a Message in the Conversations Tool.
Steps
See the sections below to learn how to send different types of messages in the Conversations tool: