Select the Project Pipeline (three bars) icon on the left-hand side of the screen.
Select the Alerts (bell) icon in the top-right corner to set alerts for the folder's contents.
If you have already created presets for your Project Pipeline alerts, you can choose one of these. Alternatively you can create a new alert profile via the pop-up tab.
Below is an explanation of the different custom alerts that can be set up:
Track All Activity: Receive an alert for any updates to the projects in that folder.
Project Moves to Selected Status: Receive an alert when the project moves to a certain status.
Specific Role Listed: Receive an alert when a specific role is listed on a project.
Tender Closing Date Added: Receive an alert when a tender closing date is added to a project.
X-Days Before Tender Closing Date: Select the date you wish to receive an alert about a tender closing date.
Construction Start Date Added/Updated: Receive an alert when a construction start date is added, or updated, to a project.
Construction End Date Added/Updated: Receive an alert when a construction end date is added, or updated, to a project.
New Document Uploaded with Keyword: Receive an alert when a new document is uploaded with a chosen keyword in it.
Real-Time Alert: You will be alerted immediately to project updates, with one email per project.
Display Alerts in List Format: Receive an alert with the updates in a list format with basic details.
If you are an Admin User, you can choose to share these alerts with the rest of the team.
Below are examples of alerts in a list format and in a summary format:
List Format:
Summary Format: