Get Started

Inviting your team members

Setting Up Your Rocketlane Account

Setting up your company domain

Workflow Management Settings

Step-by-Step Workflow Automation Basics

Setting up Groups and Permissions

Project Management

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Rocketlane Notifications

How to manage approvals for tasks and documents

Project Updates

How to Share Project Updates from your Projects in Rocketlane

The Conversations Section in Rocketlane and How to Track your Conversations?

User Permissions

Key Events and Intervals

Introduction to Key Events and Intervals

Annotations and Proofing in Rocketlane

Task Fields

Templates

Project Templates

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Document Templates

Rocketlane's Document Templates

Project Update Templates

Project Update Templates

How to build a Form Template?

Automations

Getting started with Automations

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Automations Library

Rocketlane Customer Portal

Customer Portal

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Customer portal notifications

New Customer Portal V2

Time Tracking

Setting up timesheets

Time Management

Resource Management

Allocating and Managing Resources

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How to use Resource AI to optimize resource allocation?

Capacity planning

Capacity Planning

Using Skills Matrix to Assign Skills to Projects

Resource Request

How to manage Resource requests in Rocketlane

Financial Management

Quick guide to Financial Management

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Understanding Financials Dashboard

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Access control for Financial Management

Access Control for Financial Management

Setting up currencies

Reporting and Dashboard

Foundational Reports

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Guide to setting up and managing custom reports

How to Create Dashboards in Rocketlane and add Widgets to it?

Key Events and Intervals

Rocketlane's Baselines

Time analytics report

Time analytics report

Integrations in Rocketlane

Slack Integration

How to get started with Rocketlane's Integration for Slack?

Salesforce Integration

JIRA Integration

Getting started with Rocketlane's Jira Integration

Zapier Integration

How to get started with the Rocketlane Zapier integration?

Workato Integration

The Workato Rocketlane Integration

HubSpot Integration

Rocketlane's Integration for HubSpot

FAQ

Troubleshooting guide

Project Management

Resource Management and Time Tracking

Why am I not able to sync Calendar to Timesheet?

Referral Program

Rocketlane Referral Program

General Settings

Why is ETC “0”?

Customer Portal V2

Can I restrict certain forms in the customer portal?

Security and Compliance

Configuring SAML SSO

Rocketlane Video Academy

For the Rocketlane User

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For the Rocketlane Admin

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Resource Management

Best Practices & Shortcuts

Admin: Best Practices

Setup Best Practices for Rocketlane Admins

Users: Best Practices

Best Practices for Users

Shortcuts in Rocketlane

Keyboard Shortcuts in Rocketlane

Plans and Billing

Plans and Billing

How to manage your Rocketlane subscription?

Rocketlane Mobile App

Rocketlane for Mobile

Rocketlane for Mobile

Sprints

Getting started with sprints

Accounts

Getting started with Accounts Portfolio

Setting up and managing Accounts

AI Capabilities

Invoicing

Setting Up Invoices

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Approval Workflows

Approval workflow for Invoices

Contact our support team

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