Edit or Delete a Message in the Conversations Tool

If you recently sent a message and realize that you need to modify it, you can edit or delete it within the first five (5) minutes of sending it. In order to maintain an accurate record of information in a project, messages cannot be edited or deleted after this time period.

• Required User Permissions:

  • You must exist in a project's Directory tool.

Edit a Message

1. Do one of the following:

   1. Navigate to the Conversations tool in Procore.

   2. Navigate to the item in Procore that has a conversation started. See Go to an Item in Procore from the Conversations Tool.

2. Hover over the message that you sent and click the edit icon.
   Note: The Edit option is only available for five (5) minutes after sending a message.

3. Edit the message as necessary.

4. Click the checkmark icon to save your message. The message is automatically updated, and (edited) is shown under the message to clarify that the original message was modified.

Delete a Message

1. Do one of the following:

   1. Navigate to the Conversations tool in Procore.

   2. Navigate to the item in Procore that has a conversation started. See Go to an Item in Procore from the Conversations Tool.

2. Hover over the message that you sent and click the delete icon. Note: The Delete option is only available for five (5) minutes after sending a message.

3. Click Delete to confirm that you want to delete the message. The message is automatically deleted, and is replaced with a message stating it was deleted by you at a specific date and time.