Go to an Item in Procore from the Conversations Tool

Things to Consider

  • Required User Permissions:

    • 'Read Only' or higher level permissions to the item's tool in Procore. Note: If the item is marked as Private, you must have permission to view that item.

Prerequisites

Steps

  1. Make sure that you are in the Conversations tool (click the Conversations Icon Conversations icon in the header from anywhere in Procore).

  2. In the 'Items' section, locate the item. Note: Click the expand Icon Arrow Expand icon to show items for a tool as necessary.

  3. Click the item to open the conversation.

  4. Click the open Icon Open In New Tab icon. A new tab opens to the item in Procore.

  5. To view the conversation related to the item, click the Conversations Icon Conversations icon to the right of the item to open the side panel.

See Also

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