TABLE OF CONTENTS
How to Access Project Settings?
Project Settings: General Information
Project Settings: Project Visibility
Project Settings: Team Members
Project Settings: Slack Notifications
Rocketlane's Project Settings allow you to configure settings for your project.
You can edit the following sections:
General Information
Project Visibility
Team Members
Slack notifications
How to Access Project Settings?
- Go to Projects and select a project.
- From the top right corner of the screen, click Project Settings.
- The Project Settings tab opens.
Project Settings: General Information
You can update project details from this section.
- Upload Logo
Allows you to manually upload a logo for your Customer.Pro Tip: By default, Rocketlane fetches the logo for your Customer's company depending on the domain added and automatically uploads it during the creation of the project.
- Company Name
Edit the Customer's Company name. - Customer's Website
You can add the customer's domain to the project - Project Name
Edit the name of the project. - Project Status
Choose from a range of project status options. - Project Template
Mentions the template used to create the project plan. - Start Date
Edit the start date of the project. - Due Date
Edit the due date of the project.
Workflow Management
- Project Audit logs
Export the history of updates on the project and track who made the updates through audit logs.
- Archive Project
Allows you to archive the project.Tip: To unarchive a project, go to Settings > Archived Projects. Go to the More Actions icon next to your project and select Unarchive.
- Delete Project
The project will be deleted permanently and cannot be restored later. - Do you want to save this project as a template?
Template will be created based on the relative start and due dates of phases, tasks and subtasks in the project.
Project Settings: Project Visibility
You can choose who to share your project related information with.
Everyone
Everyone from your team would be able to view the project.
Invited Team members
Only invited team members from your team will have access to the project.
Project Settings: Team Members
Project Settings: Slack Notifications
You can choose if you want to receive Slack notifications for the project and in which specific channel.
- Select the Slack channel to which you want notifications delivered
- I don’t want to receive Slack updates for this project
(None of the updates from this project will be sent to any Slack channel
Hey! Here's hoping that this support document was useful. You can write to us at care@rocketlane.com in case of any queries.