Filter Emails by Tag

In Procore, a number of tools let you add tags/keywords to a record. When you have a large number of records, this makes it easier for users to use the tool's search feature to find the records marked with those tags/keywords.

The Emails tool gives users the ability to create tags that can be applied to messages stored in the Emails tool. Once tags are applied to your emails, users can click the individual tags in the Tags menu to view all the email messages associated with that tag.

• Required User Permissions:

  • 'Read Only' level permissions or higher on the project's Emails tool.

• Create a Tag to Filter Emails

1. Navigate to the project's Emails tool.

2. In the 'Tags' menu in the sidebar, click on the tag you want to filter emails by.
   A banner appears to show which tab is filtering the messages in view. When you are ready to remove the filter, click the Here link in the banner.