Set up a watchlist

Video guide available below.

Watchlists are great tools to be kept updated on project activity.

For example, if you’re an event manager, you might want to create a search which alerts you to any projects happening in or near the vicinity of your planned event.

To do this, within the search menu, you’d draw a boundary around the event location, and save the search, and turn it into a watchlist, then turn notifications on for that watchlist.

This means that any time a project is added within the boundary you’ve created, you’ll receive a weekly notification – how good!

Here’s how to set up a watchlist:

  • Upon saving the search, you’ll be asked if you want to create a watchlist. Tick yes  
  • Set up a saved search (instructions here

 

How to set up a watchlist help 1
Your watchlist will now be available to view in the dashboard as per screenshot below. To access the watchlist, click on the title in the menu, and the watchlist will open up in the screen.
How to set up a watchlist help 2

How to turn on notifications:

  • Click the envelope icon next to the watchlist to turn on notifications. You will then receive a weekly round-up email for changes in watchlists you have turned on the notification for. We will only send you one email each week.
  • An aqua envelope indicates notifications are turned on for that particular watchlist.
  • To turn off the notification for the watchlist, just click the envelope to make it grey again.
help image - how to turn on notifications
To find out more, watch the video here:

If you get stuck, don’t hesitate to contact us at support@forwardworks.co.nz