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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.
Steps
See the sections below to learn how to send different types of messages in the Conversations tool:
Direct Messages
Send a New Direct Message
- Navigate to the Conversations tool (click the conversations icon in the Procore header).
- Click Start Direct Message at the top of the page, or click the create icon in the 'Direct Messages' section.
- Complete the following information:
- Project: Select the project from the drop-down menu. You can search for the project name or number if needed.
Note: After you select a project, the Team Members list is automatically populated with all users in the project's Directory.
- Team Members: Select the people you want to include in the direct message. If your project has distribution groups, you can select one to automatically add everyone in that group. See Add a Distribution Group to the Project Directory.
- A maximum of 100 members can be added.
- Message: Enter your message.
- When you are ready to send your message, press the ENTER or RETURN key on your keyboard, or click the send icon.
Note: If the 'Edit/Delete' feature for Conversations is enabled on the 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.
Send a Direct Message in an Existing Conversation
- Navigate to the Conversations tool (click the conversations icon in the Procore header).
- In the 'Direct Messages' section, click the name of the direct message you want to open.
- Enter a message in the text box.
- When you are ready to send your message, press the ENTER or RETURN key on your keyboard, or click the send icon.
Note: If the 'Edit/Delete' feature for Conversations is enabled on the 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.
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