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Procore (en-GB)

Email Snag Items to Any User

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Objective

To email snag list items to any user to provide visibility.

Things to Consider

  • Required User Permissions: 
    • 'Admin' permissions on the project's Snag List tool.
      Note: 'Read Only' level users cannot be assigned to a snag list list item.
    • 'Standard' permissions on the project's Snag List tool for users who are listed as Default Snag Item Managers in the Snag List configuration settings, see Configure Advance Settings: Snag List
  • Additional Information:
    • The snag list item must have already been created and saved before it can be sent.

Steps

  1. Navigate to your project's Snag List tool.
  2. Click View next to the item you want to email.
  3. Click the Email tab under the snag list item's title.
  4. Click New Email.
  5. Enter the relevant information into the email template. 
  6. Click Send.
    ​​​​​​Note: The individual included in the 'To' field will receive an email alerting them of the item and its details.

 

If you would like to learn more about Procore's snag list software and how it can help your business, please visit our construction snag list software product page icon-external-link.png.