Send a Message Related to an Item in Procore (Beta)

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Objective

To send a message related to an item in a Procore project using the Conversations tool.

The Conversations tool can be used in supported tools to send messages related to specific items in a Procore project, also referred to as item conversations. See Which tools and items support Procore Conversations? The conversation can be viewed from the Conversations tool at the Company level of Procore, as well as in a side panel for the item in the project. See Go to an Item in Procore from the Conversations Tool.

Required User Permissions:
- 'Read Only' or higher level permissions to the tool you want to create a conversation for.
  Note: If an item is marked as Private, you must have permission to view that item.

Navigate to the item in a Procore project that you want to send a message about. See Which tools and items support Procore Conversations?
Click the Conversations icon to open the side panel.
Enter a message in the text box.
Notes:
- If you want to tag an individual in a conversation, type the @ symbol on your keyboard and select their name. See Mention a User in a Conversation.
- You can add a photo to your message by dragging the photo into the text box. See How can I attach a photo to my message in the Conversations tool?
- If enabled on the account, you can edit or delete your message within five (5) minutes of sending it. See Edit or Delete a Message in the Conversations Tool.
To send the message, click the send icon or press ENTER on your keyboard.
The message is automatically shown in the side panel of the item and can also be seen within the Conversations tool.

Navigate to the Conversations tool (click the conversations icon in the top menu of Procore).
In the 'Items' section, locate the item that you want to send a message about.
Note: Click the expand icon to show items for a tool as necessary.
Enter a message in the text box.

Notes:
- If you want to tag an individual in a conversation, type the @ symbol on your keyboard and select their name. See Mention a User in a Conversation.
- You can add a photo to your message by dragging the photo into the text box. See How can I attach a photo to my message in the Conversations tool?
- If enabled on the account, you can edit or delete your message within five (5) minutes of sending it. See Edit or Delete a Message in the Conversations Tool.
- If you want to go to the item in the project, click the open icon. See Go to an Item in Procore from the Conversations Tool.
To send the message, click the send icon or press ENTER on your keyboard.
The message is automatically shown in the side panel of the item and can also be seen within the Conversations tool.