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Procore

Apply a Tag to an Email

Objective

To apply a tag to an email in the project's Emails tool.

Background

Things to Consider

Steps

Apply a Tag to an Email

  1. Navigate to the project's Emails tool.
  2. Click and drag the tag from the Tags section and drop it onto the email message in the list of messages in the Inbox. 
    Note: To apply a tag to an email that is clicked open, drag-and-drop the tag towards the top of the email.
    The system adds the tag to the email message as shown below. 

    emailtag2015-06-15_16-02-40.png

    In addition, the system adds the new message to the message count for that tag in the Tags menu. 

    emailtag2015-06-15_16-03-55.png