Rocketlane
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Knowledge base
Launching the Rocketlane Experience
Set Up Your Rocketlane Account
0
Invite Your Team
0
Custom Domain & Email Domain Configuration
1
Custom Domain & Email Domain Configuration
Managing Roles
0
Project Fields
0
Task Fields
1
Task list
Advanced Settings
0
SAML
1
How to setup SAML SSO with Rocketlane using Okta?
Rocketlane Basics
Projects
6
How to Create a Rocketlane Project?
How to Create a Rocketlane Project?
Project Overview
Project Plan
Inviting Your Team and Customers To a Project
View all 6
Phases
1
How to Import Project Phases from the Project Plan Tab?
Tasks
2
Creating a new task
What are Project Tasks?
Spaces
3
Adding Documents to Your Project on Rocketlane
Creating Private and Shared Spaces
Shared spaces
Notifications
3
Notifications
Managing Notification Settings
Rocketlane Notifications
Templates
5
Status Update Templates
How to Create and Manage Placeholders?
Getting Started with Rocketlane’s Project Templates
Rocketlane’s Dynamic Project Templates
Rocketlane's Document Templates
Status Updates
3
Status update
Adding Status Updates
How to Use Status Update Templates in a Project?
Views
1
Default view - All Tasks
Chat
0
All Files
0
Collaborate and Communicate
Project Chat
0
Task Conversations
0
Mentions
0
Document Comments
0
Actionable Emails Notifications
0
Manage Your Work Better
Custom Project Fields and Statuses
0
Custom Task Fields and Statuses
0
Time Tracking
1
Time Tracking
Resource Management
0
Integrations
Slack Integration
1
How to get started with Rocketlane's Slack Integration Feature?
Salesforce Integration
1
How to get started with the Rocketlane Salesforce Integration?
JIRA Integration
1
Getting started with Rocketlane's Jira Integration
Zapier Integration
0
Monitor Work and Performance
CSAT Report
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Project Performance
0
Operations Insights
0
Time Tracking Report
0
People Performance
0
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