会話ツールでダイレクトメッセージを送信する

会話ツールの Direct Messageを使用すると、1人以上の個人にプライベートにメッセージを送信し、[ダイレクトメッセージ]セクションで会話に簡単にアクセスできるようにすることができます。

会話ツールの Group Conversation 内でダイレクト メッセージを送信することもできます。これは、プロジェクトの特定の専門分野にメッセージを送信する場合に特に便利です。「 会話ツールでグループを作成する 」および「 会話ツールを使用してグループ メッセージを送信する」を参照してください。

• Required User Permissions:

  • You must exist in a project's Directory.
    Note: Individuals you want to message must also exist in the project's Directory.

  • If the company who owns the Procore account has Direct Messages only enabled for internal employees, you must be marked as an internal employee. See How do I add someone as an employee of my company?

• Additional Information:

  • This is an optional feature that may not be available in the Procore account you are working in. Company Admins can enable or disable the feature in the Company level Admin tool, and they can also choose to enable it for internal employees only. See Configure Access and Settings for the Conversations Tool.

See the steps below depending on whether you want to create a new direct message or send a message within an existing direct message:

Send a New Direct Message

1. Navigate to the Conversations tool (click the conversations icon in the Procore header).

2. Click Start Direct Message at the top of the page, or click the create icon in the 'Direct Messages' section.

3. Complete the following information:

   • Project: Select the project from the drop-down menu. You can search for the project name or number if needed. Note: After you select a project, the Team Members list is automatically populated with all users in the project's Directory.

   • Team Members: Select the people you want to include in the direct message. 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. A maximum of 100 members can be added.

   • Message: Enter your message.

     • To mention an individual in the conversation, type the @ symbol on your keyboard and select their name. See Mention a User in a Conversation.

     • If you want to add attachments or link items to your message, click the plus icon and select from the following options: Note: See Add Items to a Message in the Conversations Tool for more information on how to add items.

     • Upload from Computer: Allows you to add files from your computer.

     • Link Project Items: Allows you to add links to items in the project.

     • Add Files from Procore: Allows you to add one or more files from the project's Drawings,Forms, and Documents tools.

4. When you are ready to send your message, press the ENTER or RETURN key on your keyboard, or click the send icon. Note: If the 'Edit/Delete' feature for Conversations is 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.

Send a Message in an Existing Direct Message

1. Navigate to the Conversations tool (click the conversations icon in the Procore header).

2. In the 'Direct Messages' section, click the name of the direct message you want to open.

3. Enter a message in the text box.

   • To mention an individual in the conversation, type the @ symbol on your keyboard and select their name. See Mention a User in a Conversation.

   • If you want to add attachments or link items to your message, click the plus icon and select from the following options:
     Note: See Add Items to a Message in the Conversations Tool for more information on how to add items.

     • Upload from Computer: Allows you to add files from your computer.

     • Link Project Items: Allows you to add links to items in the project.

     • Add Files from Procore: Allows you to add one or more files from the project's Drawings, Forms, and Documents tools.

4. When you are ready to send your message, press the ENTER or RETURN key on your keyboard, or click the send icon. Note: If the 'Edit/Delete' feature for Conversations is 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.