Manage Starred Messages for Workforce Planning
Objective
To manage messages that were starred for Workforce Planning.
Background
You can send messages to people that you manage in Workforce Planning. This tutorial shows how to view, archive and delete starred messages.
Things to Consider
- Required User Permissions:
- 'Read Only' permissions or higher on the Workforce Planning tool.
- Additional Information:
- Messages sent in Workforce Planning will NOT appear in Emails in Procore.
- Messages that are only visible to you have a lock icon.
- Archived messages are removed from the Starred folder.
- Deleted messages are permanently removed from Workforce Planning and cannot be recovered.
Steps
You can manage sent messages in three (3) ways:
View a Starred Message
To view sent messages, follow these steps:
- Navigate to the Company level Workforce Planning tool.
- Click Communications and select Messages.
- Click Starred.
- Click the message to view.
You can see the message that was starred and any replies.
Un-star a Message
- Navigate to the Company level Workforce Planning tool.
- Click Communications and select Messages.
- Click Starred.
- Click the star icon for message to remove the star.
The message will be removed from the Starred section of the Messages tool.
Archive a Starred Message
To archive a message, follow these steps:
- Navigate to the Company level Workforce Planning tool.
- Click Communications and select Messages.
- Click Starred.
- Click the message to archive.
- Click Archive.
Notes:- Stars are removed from archived messages.
- Archived messages can be seen in the 'Archived' section of the Messages tool. See Manage Archived Messages for Workforce Planning.
Delete a Starred Message
To delete a message, follow these steps:
- Navigate to the Company level Workforce Planning tool.
- Click Communications and select Messages.
- Click Starred.
- Click the message to delete.
- Click Delete.