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Procore

Send a Message in the Conversations Tool (Android)

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Objective

To send messages in the Conversations tool on the Procore Android app.

Things to Consider

  • Required User Permissions:
    • You must exist in the project's Directory tool.
    • If the company who owns the Procore account has enabled Direct Messages for only internal employees, you must be marked as an internal employee. See How do I add someone as an employee of my company?
    • If you are sending a message related to an item, you must have appropriate access to that item.
 Important
The Conversations tool is compatible with Android version 2023.0403.0803 or later. Please update to the latest version to effectively use the Conversations tool. 

Steps

See the steps below depending on which type of message you want to send:

Send a Direct Message

  1. Open the Procore app on an Android mobile device.
  2. Tap the project's Conversations tool.
  3. Tap the create icon-plus-create-mobile-cnvs.png icon and select Start Direct Message. 
    Note: If you want to send a direct message to an existing conversation, tap the name of the conversation and skip to step 6 below. 
  4. Tap Distribution Groups or Users to select message recipients. 
    Note: If your project has distribution groups, you can select one to automatically add everyone in that group. See Add a Distribution Group to the Project Directory.
  5. Tap Done. 
  6. Tap into the text box and enter your message.
    • If you want to mention an individual to notify them of a conversation, tap the @ symbol on your keyboard when writing a message and select their name. See Mention a User in the Conversations Tool (Android).
    • If you want to add attachments or link items to your message, click the plus icon-plus-2.png icon and select from the following options:
      • Camera: Select to take a new photo to attach. 
      • Photos from Device: Select to add photos from your device. 
      • Files from Device: Select to add files from your device. 
      • Procore Items: Select to add items from the project in Procore. You can select files from the Drawings, Documents and Forms tools and add other items as links. See Which project items can I link to my message?
  7. When you are ready to send the message, tap the send icon-send-cnvs.png icon.
    The message is automatically added to the conversation.

Send a Message to a Group

  1. Open the Procore app on an Android mobile device.
  2. Tap the project's Conversations tool.
  3. Tap Groups.
  4. Tap the group you want to send a message to.
  5. Tap into the text box and enter your message.
  6. When you are ready to send the message, tap the send icon-send-cnvs.png icon.
    The message is automatically added to the conversation.

Send a Message Related to an Item

To start a new conversation about an item:
  1. Open the Procore app on an Android mobile device.
  2. Navigate to the relevant tool in the project. See Which project tools support Conversations?
  3. Tap the item that you want to send a message about.
  4. Tap Start a Conversation.
  5. Tap into the text box and enter your message.
  6. When you are ready to send the message, tap the send icon-send-cnvs.png icon.
    The message is automatically added to the conversation.
To send a message about an item that you are already following:
  1. Open the Procore app on an Android mobile device.
  2. Tap the project's Conversations tool.
  3. Tap Items.
  4. Tap the conversation for the item you want to send a message about.
  5. Tap into the text box and enter your message.
    Note:
  6. When you are ready to send the message, tap the send icon-send-cnvs.png icon.
    The message is automatically added to the conversation.