Get Notified When Notes Contain Specific Words or Phrases

Enabling this notification for a project will ensure that you receive a notification anytime a specified word or phrase is used. (For example: Delay, accident, late, back charge, change order, etc.) You can opt-in to receive these notifications via text, email, or both. You can also set up the specific words or phrases.

Enabling Keywords:

Keyword Notifications must be enabled on an individual level for each individual that would like to receive notifications for specific words or phrases. Learn how to enable this feature by reading this article.

Account Level Keywords:

Keywords added at an account level will automatically notify all people on every project that they have enabled keyword notifications for that project. To create Account Level Keywords:

  1. Click on “ACCOUNT SETTINGS" (displayed as⚙ ) at the top right-hand side of the page.
  2. From the Account Settings page, click on “Global Default Settings."
  3. Type new Keywords into the Keyword Legend.
  4. Click "Add Keyword" when done.
  5. Click "Add All Keywords To Existing Projects" if you wish to do so (any new keyword added will automatically be added to any new projects you create).

Project Level Keywords:

Keywords added at a project level will automatically notify all people on the project that have enabled keyword notifications for that project. This differs from Account Level Keywords because only users on the project will get notifications for the keywords, versus all users on the account. To create project level keywords:

  1. Enter into the project you wish you add keywords to.
  2. Click on “PROJECT SETTINGS” (displayed as⚙ ) to the right of the daily report.
  3. From the new Project Settings page, click on “Keyword Notifications".
  4. Type new Keywords into the Keyword Legend.
  5. Click "Add Keyword" when done.

User Level Keywords:

Keywords added at a user level will only notify you when certain words or phrases are mentioned in notes for projects you have enabled keyword notifications. This differs from Account Level and Project Level Keywords because you can avoid having the whole project or whole company be notified of a keyword or phrase. To create user level keywords:

  1. Click on “USER SETTINGS” (displayed as ☰) at the top left-hand side of the page.
  2. From the new User Settings page, click on “Notifications".
  3. Type new Keywords into the Keyword Legend.
  4. Click "Add Keyword" when done.
  5. Click "Save" when done.

Don't Forget, You Have to Enable Keyword Notifications in Your User Settings for Each Project You Would Like Notifications From:

  1. Click on “USER SETTINGS” (displayed as ☰) at the top left-hand side of the page.
  2. From the new User Settings page, click on “Project Preferences".
  3. Check the boxes under the "Keywords" column for each corresponding project row you would like to enable Keyword Notifications on.
  4. Scroll down and click "Save" when done.
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