View Messages in the Conversations Tool

The Conversations tool show all conversations that you are involved in. This includes direct messages, group conversations, and item conversations.

• Required User Permissions:

  • You must exist in a project's Directory.

• Additional Information:

  • Unread messages in the Conversations tool are shown in bold text with a notification badge next to them.

    • Note:

      • The number in the badge indicates the number of new messages in the conversation.

      • The notification badge in the Procore header does not automatically update after you view unread messages, but will update after refreshing the page or coming back to the Conversations tool.

  • To view threaded replies in a conversation, click the 'reply' link under a message. See View Threaded Replies within a Conversation.

1. Navigate to the Conversations tool (click the Conversations icon in the Procore header).

2. Your conversations are organized into the following sections in the sidebar:

   • Starred: Contains all conversations you have specifically marked as important for quick access.

   • Direct Messages: Contains one-on-one conversations with other Procore users.

   • Groups: Contains private group conversations.

   • Items: Contains conversations related to specific Procore items (e.g., RFIs, Submittals).

View Starred Messages

1. Starred conversations are organized at the top of the sidebar in the Starred section.
   Note: This section only appears if you have at least one starred conversation.

2. Click the name of the Starred conversation to open the thread.

3. A star icon appears next to the conversation name to indicate it is pinned.

4. Messages are automatically sorted by date and time. Each message shows the sender's name and initials.

View Direct Messages

1. Direct messages are organized by project in the 'Direct Messages' section.

2. Click the name of the individual to open your conversation.

3. Messages are automatically sorted by date and time. Each message shows the sender's name and avatar/initials.

View Group Messages

1. Group messages are organized by project and group in the 'Groups' section.

2. Click the name of the group that you want to see messages for. This opens the group conversation.

3. Messages are automatically sorted by date and time. Each message shows the sender's name and avatar/initials.

View Messages Related to Items In Procore

1. Conversations related to items are organized by project and tool in the 'Items' section.

2. Click the name of the item that you want to see messages for. This opens the item conversation.

3. Messages are automatically sorted by date and time. Each message shows the sender's name and avatar/initials.

4. Optional: To go to the item in the project, click the open icon.