Getting started · Guide 16 of 624

Workspaces and shortcuts

Workspaces are the home screens in RockifyERP. You can add shortcuts, charts and links so your team sees what matters most.

How to do it in RockifyERP

  1. Open a workspace and click Edit.
  2. Add a Shortcut to a list, report or new form, a Chart, or a Number Card.
  3. Drag blocks to reorder them.
  4. Click Save. Public workspaces change for everyone; private ones only for you.

Tip: A “Daily tasks” private workspace with your most-used shortcuts saves many clicks a day.

Related RockifyERP guides

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.

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