Project Settings

Created by Niharika Pandey, Modified on Tue, 07 Nov 2023 at 02:50 PM by Monica Madan

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TABLE OF CONTENTS




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?


  1. Go to Projects and select a project.

  2. From the top right corner of the screen, click Project Settings.




  3. 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.




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