Send a Direct Message in the Conversations Tool (Beta)
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Objective
To send a direct message to one or more individuals with the Conversations tool in Procore.
Background
A direct message in the Conversations tool allows you to privately message one or more individuals and keep the conversation easily accessible in the Direct Messages section.
You can also send direct messages within a group conversation in the Conversations tool. This is especially useful if you are messaging a specific trade for a project. See Create a Group in the Conversations Tool and Send a Group Message Using the Conversations Tool.
Things to Consider
- 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?
- You must exist in a project's Directory.
- 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.
Steps
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
- Navigate to the Conversations tool (click the conversations
icon in the Procore header). - Click Start Direct Message at the top of the page, or click the create
icon in the 'Direct Messages' section.
- 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 team members you want to include in the direct message.
- Message: Enter your message.
Notes:- If you want to tag an individual in a conversation, type the @ symbol on your keyboard and select their name. See Mention a User in a Conversation.
- You can add a photo to your message by dragging the photo into the text box. See How can I attach a photo to my message in the Conversations tool?
- If 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.
- Project: Select the project from the drop-down menu. You can search for the project name or number if needed.
- When you are ready to send your message, press the ENTER or RETURN key on your keyboard, or click the send
icon.
Send a Message in an Existing Direct Message
Note: If you want to reply to a specific message in a conversation, you can also reply in a thread for that message. See Reply to a Message in a Thread within a Conversation.
- Navigate to the Conversations tool (click the conversations icon in the Procore header).
- In the 'Direct Messages' section, click the name of the direct message you want to open.
- Enter a message in the text box.
Notes:- If you want to tag an individual in a conversation, type the @ symbol on your keyboard and select their name. See Mention a User in a Conversation.
- You can add a photo to your message by dragging the photo into the text box. See How can I attach a photo to my message in the Conversations tool?
- If 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.
- When you are ready to send your message, press the ENTER or RETURN key on your keyboard, or click the send icon.