Spending long hours creating project plans from scratch? Rocketlane has got you covered! You can now create templates that can be reused for projects with similar requirements. 

Rocketlane provides new users with pre-built templates that can be easily customized to meet their project requirements. Alternatively, you can create entirely new templates from scratch and use them for your projects.

To simplify your project planning, a project template is divided into three sections that can be easily combined to create a comprehensive template. By importing this template into your project plans, you can prioritize important milestones without any hassle.

With the Project section, you can easily add all the necessary tasks to your project template and categorize those into phases. This feature lets you set project timelines, assign role based placeholders (example: Implementation Manager), and input other important details.

Using Spaces, you and your team members can collaborate with customers on files and create documents related to the project. Add the necessary files and templates to the Space for easy and secure collaboration.

Using the allocations tab, assign resources to your project. This allows you to specify the roles of team members and the number of hours they need to work on the project.

These sections have these views:

In this article

• Configuring the projects section
• Creating a list of the phases and tasks
• Bulk updates in project templates
• Managing phases and tasks timelines
• Setting up dynamic conditions
• Configuring Spaces
• Allocating resources

Configuring the projects section

When working on a project, team members need to handle various phases, tasks, and milestones. Each task comes with crucial information that helps the team members understand their roles and responsibilities at different stages of the project. You can set timelines for these tasks and ensure that specific tasks are dynamically utilized in projects.

To create a new template,

• Navigate to Templates
• Click the New project template button
• Name your template
• Under the Project tab, go to Lists view

Note: Make sure to save each section before proceeding to the next

Creating a list of the phases and tasks

You can create a list of all phases and tasks that a project should contain here.

Adding phases to the project

To add a new phase to your project plan, 

• Go to the List view and click "Add New phase." 
• Name the phase, such as "Kickoff meeting." 
• Add a timeline to your project by specifying the start-on day. For instance, if the project's kickoff is planned for day 1 of a 60-day timeline, the start day will be noted as "1d".
• Specify the duration for the phase by indicating the number of days it should take to complete. For example, "5d" would mean that the kickoff should begin on day 1 and be finished within 5 days.

• Insert phase above - Use this to add a phase above your current phase
• Shift days - Use this to shift the start day of your phase to a later day
• Mark as private - Use this to mark the phase as private to only your team members and hide it from customers
• Delete - Use this to delete this phase and remove it from the template entirely
• You can access the key events tab on the right-hand side and mark the phase as a key event.

Adding tasks or forms to the project

Under the phases, you can add as many tasks and subtasks as possible.

• Click "add new task," name the task, add the "start-on" day and duration for the task to complete
• Choose an assignee for the task; for instance, if the sales hand-off requires the involvement of a Sales executive, you can designate the role of Sales as a temporary placeholder until the actual salesperson takes over the task once the project begins.
• You can click on the placeholder to select and deselect assignees
• Click done

On the right-hand side, you can add task details and additional info to the tasks

• Add task above - Use this to add a task above your current task
• Mark as private - Use this to mark the task as private to only your team members and hide it from customers
• Mark as milestone - Marking a task as a milestone triggers a CSAT survey to your customers once the task is marked as completed
• Save as task template - You can save this task as a template and add it to projects in your project plan page.
• You can access the key events tab on the right-hand side and mark the task as a key event.