Go to an Item in Procore from the Conversations Tool

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Objective

To navigate to an item in Procore from a message in the Conversations tool.

Things to Consider

  • Required User Permissions:

    • 'Read Only' or higher level permissions to the item's tool in Procore.
      Note: If the item is marked as Private, you must have permission to view that item.

Prerequisites

Steps

  1. Make sure that you are in the Conversations tool (click the Conversations icon-conversations.png icon in the header from anywhere in Procore).

  2. In the 'Items' section, locate the item.
    Note: Click the expand icon-arrow-expand.png icon to show items for a tool as necessary.

  3. Click the item to open the conversation.

  4. Click the open icon-open-in-new-tab.png icon.
    go-to-item.png
    A new tab opens to the item in Procore.

  5. To view the conversation related to the item, click the Conversations icon-conversations.png icon to the right of the item to open the side panel.