The Conversations tool provides a convenient solution for messaging across projects within Procore's web and mobile applications. You can participate in direct and group conversations with individuals in your company, and send messages related to specific items within your projects. While all Conversations tool messages are stored and accessed in your Conversations tool, in-app notifications are available on the Procore web and mobile applications to keep you notified of new messages.
*Currently, the following tools support the use of Conversations: Budget, Change Events, Commitments, Observations, Defect List (Note: Conversations for Defect List items are not yet supported on the Procore iOS app.), RFIs, and Submittals.
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The Conversations tool can be enabled and configured in the Company level Admin tool. See Configure Access and Settings for the Conversations Tool.
Company Admins can:
Access to the Conversations tool is configured by a Company Admin of the Procore account. See Configure Access and Settings for the Conversations Tool.
Project users can have conversations with any other users in the project's Directory and on items that they have access to. See How do permissions work for the Conversations tool?
The following considerations exist:
Video content may not accurately reflect the current state of the system, and/or it may be out of date. |
When you click the Conversations icon in the Procore header, you will see your own view of the Conversations tool, where you can view and respond to direct messages, group messages and item conversations for all of your projects within a Procore account. If you belong to projects for different companies in Procore, you will only see project conversations for the company that you are currently logged into Procore for.
Note:
While viewing an item in a supported tool, you can click the Conversations icon on the right side of the page to start or view a conversation (the image below shows Conversations in the RFI tool). To learn which tools you can currently use Conversations with, see Which project tools support Conversations?
Users with the 'Create and Manage Group' privilege (see Configure Access and Settings for the Conversations Tool) can create groups for messaging specific individuals in the Conversations tool. See Create a Group in the Conversations Tool and Manage a Group in the Conversations Tool.
All individuals in a Procore project can send messages from the Conversations tool and you can also send messages from within tools that support Conversations. See Which tools and items support Conversations?
There are three (3) different types of conversations: direct messages, group conversations and item conversations.
See the following tutorials for more information:
You can view all of your messages from the Conversations tool in Procore on web or mobile. Unread messages are shown in bold and have notification badges to ensure you never miss important communications.
Note: If you use Procore with different company accounts, you will only see project conversations for the company that you currently are logged into.
See the following tutorials for more information:
You can only perform these actions for your own messages and not on anyone else's behalf.
Video content may not accurately reflect the current state of the system, and/or it may be out of date. |
Note:
See Conversations (iOS) and Conversations (Android) for more information available actions.
Set your preferences: Tailor Conversations to suit your company’s needs. Admins can configure Conversations to customise features like group creation and editing capabilities. Can any project member create a group? Or does it make sense to limit that functionality? Do you want users to have the ability to edit their messages? Or does it make sense to limit editing capabilities? Since the goal is to build adoption across your organisation, a good rule of thumb is to limit the amount of restrictions. Learn how to configure Conversations.
Test it out: Instead of opting into Conversations for all projects, enable it on one project to get started. This creates the ability to understand how a project team at your company will adapt to this new tool. Identify which groups, settings, and workflows work best for project teams at your company. Leverage these findings to inform rollout strategy.
Standardise Conversations Set Up: To create consistency across your company, consider creating the same groups for each project. By creating a uniform experience across all projects, users will become accustomed to communicating in the same ways, thereby increasing adoption of this tool.
Send a company announcement: Alert internal stakeholders of this new tool by sending company-wide communication. Be sure to mention where users can find it and a brief description of what it is.
Set Expectations: Be clear on how Conversations is expected to be used across each project and what types of communication, if not all types, should be moved to this tool.
Host a Lunch & Learn: We’ve created a helpful video designed specifically for internal teams to host a lunch and learn. Use this helpful content to educate your teams.
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Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
The following table highlights which user permissions are required to perform the described user action.
Note: The Conversations tool does not have its own set of permissions to assign and instead relies on users being part of a project's Directory and having access to items within that project. See the notes below the table for specific considerations.
1 The permission required for creating and managing a group depends on the 'Group Conversations Permissions' setting in the Company level Admin tool of the Procore account. See Configure Access and Settings for the Conversations Tool.
2 This action can be performed by any user in the project's Directory (for their own conversations and items that they have access to). See the specific considerations below:
Below are the notable changes to the Conversations tool.
You can now export Conversations data to audit and archive information locally. Conversations Data Export includes direct messages as well as group and item conversations across all projects. See Export Conversations Data (Beta).
To increase message visibility, the ability to reply to a message thread in the Conversations tool is no longer available. You will still be able to view and reply to threads that existed before this change. See Reply in a Message Thread for a Conversation (Beta).
Admin settings for the Conversations tool have now been updated to streamline the setup process and to create more control over user access to item conversations. To learn more about the new settings, see Procore Conversations: Updated Admin Settings and Configure Settings for the Conversations Tool.
You can now attach files from the project's Drawings, Documents, and Forms tool, and link to other items in the project. See Send a Message in the Conversations Tool and What items can be added to a message in the Conversations tool?
If Procore detects that a message in the Conversations tool is in a language different from your web browser, you can now click View Translation to automatically translate the message to that language. See View Messages in the Conversations Tool and What languages can be automatically translated in the Conversations tool?
The notification badge on the Conversations icon in the Procore header now shows the number of unread messages that you have. See How do notifications work for the Conversations tool in Procore?
Project distribution groups are now available to select in the Team Members menu when creating or managing groups and sending direct messages. This makes it quicker and easier to add larger groups of people to a conversation. To learn more about distribution groups, see Add a Distribution Group to the Project Directory.
Procore has added new settings for in-app notifications in the Conversations tool on Web. See Manage In-App Notifications for the Conversations Tool and How do notifications work for the Conversations tool in Procore? Notification settings for the Conversations tool on Web can be managed in the My Profile settings in Procore.
You can now click the plus icon in the message box to access a new 'Upload Files from Computer' button. See How can I attach a file to my message in the Conversations tool? and Send a Message in the Conversations Tool.
A setting has been added to allow additional users to create and manage groups for the Conversations tool. See Configure Settings for the Conversations Tool.
Admin users in the project now have '(Admin)' next to their name. See Manage a Group in the Conversations Tool. This is helpful to show who can manage the group.
The Conversations tool is now available as an open beta. See How do I opt in to the beta for Procore Conversations? and Getting Started with Procore Conversations.