Rocketlane Documents

Created by Niharika Pandey, Modified on Tue, 05 Jul 2022 at 07:18 PM by Niharika Pandey

Shareable documents are an integral part of Customer Onboarding and Project Management. You can create docs within your Rocketlane projects and allow your team members to view/ edit these docs.

All the team members can collaborate through Document spaces. Link tasks, add comments, request approvals, tag your team members and assign team members to tasks all through Rocketlane's Documents.


How to Create a New Blank Rocketlane Doc?


Click here to read more about how to create a blank document using Rocketlane.




Rocketlane Documents: Features and Functionalities



  • Heading Styles: Choose from Normal text, Heading 1, Heading 2 and Heading 3.

  • Format Text: Highlight text by using Bold, Italics and Underline formatting options.

  • Font Colour: Pick you text colour scheme from the colour panel.

  • Strikethrough text: Cross out action items that have been completed or cancel out text which has lost relevance.

  • Code Block: Add pieces of code using the code format to differentiate code from other text.

  • Lists: Organise your text using either Numbered, Bulleted or Checklists.

  • Change Alignment: Left, Centre or Right align text for ease of reading.

  • Insert Image: Add images for better presentation.

  • Add an emoji: Adding an emoji to text adds some emotion and helps you to communicate better.

  • Insert table: To display associated data fields in a tabular format.

  • Insert panels: Add a panel of specific text by marking it with different pre-designed formatting. You can add some Information, Success, Warning and Error.



  • Insert Sections: Add sections of document tasks or add private text sections to your document.





  • Freeze/ Unfreeze Document: The Freeze button allows you to freeze the document in the current state. Once on freeze, the document is no longer editable and and enters a read only mode. Anyone from Rocketlane can unfreeze a document and edit it.

  • Request Approval: Allows you to request an approval from the customer or a team member.



    The request Approval dialog box opens with the following fields:
    • Type: Private/ shared approval depending on which space the document belongs to.

    • Approvers: Assign customers and/or team members as approvers.

    • Due Date: Add a due date for document approval.

    • Add a short note: You can add a note for your approvers and add emojis to the note too.

      Click the Request button to send the approval request to your approvers.

  • Export to PDF: Allows you to export your document in a PDF format.

  • More Actions: 


    • Copy URL: Copy the document's url.
    • Delete: Deletes the document.






  • Conversations: Allows you to have chat with your customers and team members to discuss doc related updates.

  • Comments: Allows you to leave comments related to the document.

  • Tasks: Add document task sections to the doc.




Adding Hyperlinks, Comments and Tasks to Highlighted Text


While drafting documents, you can quickly add a hyperlink, comment or a Document task to a segment of text.


Upon selecting text you have three options:



  1. Link: Lets you add a url to the web page that you want to land on by clicking on the selected text.
  2. Add Comment: Leave a comment for your team members.

  3. Add task: Lets you add Document Tasks to related text.




Adding Links to Highlighted Text

  • Select a text and right-click on it choose the link icon. 
  • Type the url of the page you want to link in the dialog box that pops and click on the green tick to link the highlighted text.






Adding Comments to Highlighted Text


  • Select a text and right-click on it choose 'Add comment'.
  • Type the comment in the dialog box that pops and click on Add to add the comment to the highlighted text.




Adding Tasks to Rocketlane Highlighted Text


  • Select a text and right-click on it choose Add task.

  • A dialog box will pop up asking for Task name, Task Assignee and Task description.

    By default, the selected text from the document is auto-filled as the Task description. You can edit the Task description after creating the task too.

    Click Create. 



  • The text with a related Document task also gets a green underline.



  • All these tasks created from selecting text snippets from the document are visible on the right-side under the Document tasks section. 


  • You can Assign people, Scroll to the document reference and Delete tasks from this panel.



  • For more detailed task assignments, click on the task and explore the pop up banner related to the task.


     


Adding Task Sections


  • From the top navigation bar, go to Insert Sections > Add Tasks.



  • An 'Untitled tasks' section is added to the document where the cursor was placed.  

    It is also added to the column of tasks on the right-side of the screen.

    You can use this section for grouping tasks together.



  • You can rename 'Untitled tasks' and start adding tasks by clicking 'Add Task'. Type the Task name and press Enter.



  • Under the 'Assigned to' column, click Choose and pick a team member from the drop-down list.



  • To delete the task, click on the 'More actions' hamburger menu icon next to the task and click Delete.





Inserting a Private Section 


You can add sections of text that are confidential or not intended to be read by people in the team who are not from your organisation.


  • From the top navigation bar, choose 'Insert Sections'. Select 'Private Section'.



  • A private section will be added to your document with a pale yellow background. You can type in the confidential information in that section.







Hey! Here's hoping that this support document was useful. You can write to us at care@rocketlane.com in case of any queries.


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