Conversations on Procore's Web Application

Video

Overview

When you click the Conversations icon-conversations.png 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.

conversations-view.png

Note:

  • If no conversations exist yet for a project, you will not see the project name in the Conversations tool. (In the image above, 'Conversation Building' is the only project that the user is part of conversations for).

  • Similarly, you will only see items that conversations have been started for in the Items section, and groups that you have been added to in the Groups section.

While viewing an item in a supported tool, you can click the Conversations icon-conversations.png 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?

conversations-icon-sidebar-rfis.png

Create and Manage Groups

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.

Send Messages

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:

View Messages

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 icon-notification-badge-cnvs.png 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:

Manage Conversations

You can only perform these actions for your own messages, and not on anyone else's behalf.