Send a Message in the Conversations Tool (Beta)

1. Navigate to the Conversations tool (click the conversations icon in the Procore header).
2. Click Start Direct Message at the top of the page or click the create icon in the 'Direct Messages' section.
   
3. 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 team members you want to include in the direct message.
   • Message: Enter your message.
     Notes:
     • 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 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.
4. When you are ready to send your message, press the ENTER or RETURN key on your keyboard or click the send icon.

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.

1. Navigate to the Conversations tool (click the conversations icon in the Procore header).
2. In the 'Direct Messages' section, click the name of the direct message you want to open.
3. Enter a message in the text box.
   
   
   Notes:
   • 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 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.
4. When you are ready to send your message, press the ENTER or RETURN key on your keyboard or click the send icon.

1. Navigate to the item in a Procore project that you want to send a message about. See Which tools and items support Procore Conversations?
2. Click the Conversations icon to open the side panel.
   
3. Enter a message in the text box.
   Notes:
   • 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 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.
4. To send the message, click the send icon or press ENTER on your keyboard.
   The message is automatically shown in the side panel of the item and can also be seen within the Conversations tool.

1. Navigate to the Conversations tool (click the conversations icon in the top menu of Procore).
2. In the 'Items' section, locate the item that you want to send a message about.
   Note: Click the expand icon to show items for a tool as necessary.
3. Enter a message in the text box.
   
   Notes:
   • 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 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.
   • If you want to go to the item in the project, click the open icon. See Go to an Item in Procore from the Conversations Tool.
4. To send the message, click the send icon or press ENTER on your keyboard.
   The message is automatically shown in the side panel of the item and can also be seen within the Conversations tool.