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Email Defect Items to Any User

Objective

To email defect list items to any user to provide visibility.

Things to Consider

  • Required User Permissions: 
    • 'Admin' permissions on the project's Defect List tool.
      Note: 'Read Only' level users cannot be assigned to a defect list list item.
    • 'Standard' permissions on the project's Defect List tool for users who are listed as Default Defect Item Managers in the Defect List configuration settings, see Configure Advance Settings: Defect List
  • Additional Information:
    • The defect list item must have already been created and saved before it can be sent.

Steps

  1. Navigate to your project's Defect List tool.
  2. Click View next to the item you want to email.
  3. Click the Email tab under the defect list item's title.
  4. Click New Email.
  5. Enter the relevant information into the email template. 
  6. Click Send.
    ​​​​​​Note: The individual included in the 'To' field will receive an email alerting them of the item and its details.

 

If you would like to learn more about Procore's punch list software and how it can help your business, please visit our construction punch list software product page icon-external-link.png.