Rocketlane enhances your onboarding experience by enabling your internal teams and customers to access all documents related to a project from one single space. You can read more about Private and Shared spaces here.
Note: You can create/add documents common to all projects while creating the project template. This ensures all the documents are readily available when the template is used. Add documents specific to a customer in the Shared Spaces section within a project.
To create/add a document to a template/project, click on a phase in the shared or private spaces section where the document needs to reside. You can add/embed a document or file using three options:
Use a template
Creating a native Rockelane document
1. Open the document editor page to create a native Rocketlane document by clicking Blank document. Give the document a title and add content.
The toolbar allows you to change the formatting and add tables, images, panels, and tasks to the document:
2. Add panels to the document to highlight important sections and information:
3. Highlight the native Rocketlane document’s content to add tasks and comments (both private and public). Use the small window to the right of the document editor to collaborate internally and externally and access all the comments and tasks related to this document.
You can also embed tasks within a document:
You can also create multiple documents in a phase by clicking the ‘+’ button at the top of the editor.
Embedding external documents and files
1. To add documents that are created outside of Rocketlane, click Embed URL. Paste the document URL and click Embed.
Note: Ensure the person viewing the embedded document has access to it.
2. Collaborate and add tasks to these documents by clicking the Conversations button on top of the document.
Note: All the tasks that are added to the documents will get appended to the task list.
Creating a document from a template
In addition to this, Rocketlane allows you to turn native Rocketlane documents into document templates. This way, you need not create these documents from scratch each time, and you can use them across multiple templates or projects. More information on this here.
To create a document from a template, click Use a template and choose the required document template from the template list.
Note: If a document template is modified, then these changes will not be reflected in the projects where it was applied before the edits were made.
Questions? Write to firstname.lastname@example.org