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Procore

What items can be added to a message in the Conversations tool?

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Background

When sending a message in the Conversations tool, you can choose to add different types of attachments from your device, or from tools in the project. You can also link to other items in the project. See the Which project items can I link to my message? section below for more information. 

Answer

 Note
See Add Items to a Message in the Conversations Tool (Web) | (iOS) | (Android) to learn how to add or link items to a message. 

You can choose to add the following types of items to a message in the Conversations tool:

  • Files from your computer or mobile device: You can attach any type of file from your computer or mobile device by choosing the 'Files from Device' option. 
  • Files from the project: Currently, you can attach files that exist in the Drawings, Documents, and Forms tools. 
  • Links to items in the Procore project: You can search for items in the project and add them as links.

Which project items can I link to my message?

Currently, you can link project items from the following tools:  

  • Change Events
  • Commitments
  • Coordination Issues
  • Documents
  • Drawings
  • Forms
  • Incidents
  • Meetings
  • Observations
  • Deficiency List
  • RFIs
  • Submittals
  • Tasks
  • Transmittals