Keywords Settings


SYNCHRO Daily Log helps you resolve issues by reading Notes for you and notifying you of important developments on the job when a specified word or phrase is used. For example: delay, accident, late, back charge, change order, etc.

Keywords sends you an email when one of the keywords is mentioned in a Note.

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. Refer to Notification Settings for further information 

Add a new keyword to the entire account

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’ on the upper right of the screen

  2. Click on ‘Global Default Settings’

  3. Input the new keyword

  4. Click Add Keyword.

  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).

Add a new keyword to a specific project

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. Navigate to the project using the Project Dropdown Menu from the top of the page

  2. Click on Project Settings from the toolbar on the right

  3. Click Keyword Notifications

  4. Type new Keywords into the Keyword Legend.

  5. Click "Add Keyword" when done.

Add a new keyword to a specific user

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.

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.