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.png icon in the header from anywhere in Procore).

  2. In the 'Items' section, locate the item. Note: Click the expand icon-arrow-expand.png 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.png icon. A new tab opens to the item in Procore.

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