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Procore Support (en-au)

Email a Calendar Item

Objective

To email a calendar item from the project's Program tool to a team member or group of team members.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the project's Program tool. 

Steps

  1. Navigate to the project's Program tool. 
  2. Locate the task you want to email. See Search and Filter for Programmed Tasks.
  3. Click the title link of the programmed task. 
  4. Click More Info.
  5. Click Email.

    email-calendar-item-button.png
     
  6. Fill out the following fields:
    • To: Select one or more team members to send the email directly to. The email will be sent to the emails associated with their accounts in Procore.
    • CC: Select one or more team members to carbon copy the email to. You will automatically be included on this list to ensure you get a copy of the email in your inbox as well. You may take yourself off of this list if you don't want to receive an email.
    • Private: Mark this checkbox if you would like to hide the email from everyone except recipients of this email.
    • Subject: The subject will be automatically populated with "FWD: [task number]: [task name]." You may change this.
    • Attachments: Attach any relevant files. The programmed task's details will already be attached, however.
    • Message: Include a message to the recipients of the email.
  7. Click Send

 

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