Each project phase consists of tasks, which make it easier to delegate resources and manage the project at a more granular level.
You can perform basic functions around a task, including adding assignees, start and end dates, and attachments. You can also add subtasks, create task dependencies, attach files, and have conversations around the task.
This help article focuses on the actions that you can perform around a task.
Task pane properties
Click on any task and edit the properties from the dialog box.
| Property | Description |
|---|---|
| Assign to | Choose a team member or placeholder to assign to the task. |
| Due Date | Set a due date for the task. |
| Task status | Set any custom status according to your choice. |
| Add time | Track the number of hours you spent working on the task. |
| Click to copy task link | Lets you copy the link to the current task. |
| Task followers | Task followers get notified whenever a change is made to the task. |
More actions
| Action | Description |
|---|---|
| Convert to milestone / Convert to task | Converts the task to a milestone, or a milestone back to a task. Milestones mark significant project checkpoints and can trigger a CSAT survey when completed. |
| Mark as 'At risk' / Remove 'At risk' | Flags the task as at risk, or removes the flag. |
| Mark task as private / Mark task as shared | Hides the task from customers, or shares it with them. |
| Move to a phase | Moves the task to another phase in the project. Available for top-level tasks. |
| Remove as subtask | Turns a subtask into a standalone task. Available for subtasks. |
| Add task to sprint | Adds the task to a sprint. Available to users with write access to sprints. |
| Rearrange tasks | Opens the Rearrange tasks window with this task selected, where you can move it to a new position in the project plan. |
| Request approval | Opens the Approvals tab, where you choose approvers, set a due date, add a note, and click Request. |
| Duplicate task / Duplicate subtask | Creates a copy of the task or subtask. |
| Add spotlight / Remove spotlight | Pins the task to the project's spotlight, or removes it. |
| Create a Jira issue | Creates a Jira issue from the task. Available when Jira is connected. |
| Link a Jira issue | Links an existing Jira issue. Paste the Jira issue URL and click Link a Jira issue. |
| Follow task / Unfollow task | Starts or stops notifications for changes to the task. |
| Manage followers... | Adds or removes followers on the task. |
| Delete | Deletes the task. |
NoteYou cannot delete a task that is part of a project's revenue recognition plan. Remove it from the plan first.
Task Info
| Section | Description |
|---|---|
| Description | Add a description for the task. |
| Add a private note | Add a private note to the task. |
| Attachments | Browse for a file from your PC and attach it to the task. |
| Subtasks | Add subtasks to be linked to the current task. |
| Dependencies | Add or remove tasks that are dependent on the current task. |
Additional Info
Task fields
| Field | Description |
|---|---|
| Created by | Mentions the team member who created the task. |
| Created on | Mentions the date the task was created. |
| Completed on | Mentions the date of completion in case of completed tasks. |
| Started on | Start date of the task. |
| Effort | The effort is the estimated time in hours required to execute the task. |
| Progress | Use the slider to indicate the progress of the task. |
| Priority | Set a priority to the task. Choose from High, Medium, and Low. |
NoteTo find a Task ID in Rocketlane, open the task and check the browser URL (or click Copy link). The URL ends with #task_drawer=<projectId>.<taskId> - the number after the dot is the Task ID. For automated workflows, retrieve the Task ID via Rocketlane’s public API.
Time entry and allocation settings
These settings are applied by default when time entries or allocations are created for the task, and can be changed on each entry or allocation if needed.
| Setting | Description |
|---|---|
| Billable | Sets whether time entries and allocations for this task default to billable or non-billable. In auto-allocated projects, changing this setting also updates the billable status of the task's existing allocations. The setting is disabled when every budget in the project is Non billable. |
| Category | Sets the default category for time entries on this task. |
NoteThis section appears when Timesheets is enabled. Users with read access to Timesheets or Resource allocation can view it. Users with write access to either can edit it.
Conversations
Send messages to team members in the project and share important files.
| Action | Description |
|---|---|
| Private Messaging | Allows you to send private messages on the chat that will only be visible to the project's team members from your organisation. |
| Attach Files | Browse for files from your PC and attach them to the conversation. |
| Add an emoji | Add emoji to the chat. |