How to access the Rocketlane portal?

TABLE OF CONTENTS

• How can you access the Rocketlane portal
• The Home Page
• Notifications
• Project
  • Overview
  • Project Plan
  • Project update
  • Form Responses
  • All Files 
  • Shared Spaces
  • Project Settings
    
    
    

 How can you access the Rocketlane portal?

You can access the portal to view the project that you have been invited to. You will receive a magic link via email and clicking on 'Get Started' will take you to the Customer Portal.



When you log in for the first time, you have to add name as well as a profile icon for your Rocketlane profile.

The Home Page

The Home page provides an overview of the tasks and approvals for the project that you have been invited to.

Notifications

The Notifications tab mentions all notifications, notifications of tasks that have been 
assigned to the you, mentions, and all the tasks related to your team.

Project

Lists the projects that you have been added to.

• Overview
  Displays the Project Overview page for the project that you have been added to.
  
  

   

• Project Plan
  Displays the entire layout including the phases and tasks for the project that you have been added to.
  
  
  
  

• Project Update
  Displays the Project Updates for the project that you have been added to.
  

• Form Responses

  Displays the Form responses for the project that you have been added to.
  

• All Files

  Displays all the files that are shared in the project that you have been added to.

  

• Shared Spaces

  Displays the Spaces Files for the project that you have access to view.
  

• Project settings
  

  The project settings page allows us to get information related to the project and its team members.