Think of Sheets as a centralized store for your structured data. It allows you to manage and manipulate data right inside Rocketlane, ensuring critical information is instantly integrated with your project context.

When to use Sheets

Sheets is ideal for situations where you need to manage more data than is practical with standard tasks or forms. Common use cases include:

Requirement gathering

Collecting detailed requirements for projects involving multiple products or licenses.

For example, during the discovery phase of a large client implementation that occurs in modules, you use distinct sheets to capture and track functional specifications, dependencies, and sign-offs for each module in one central repository.

User data management

Organizing user information such as names, emails, and roles for onboarding processes.

For example, you collect a list of 500 end-users across 15 different client departments, logging their names, required user licenses, and training completion status directly in a sheet - your source of truth to invite users into the platform.

RAID logs

Maintaining a comprehensive log of risks, assumptions, issues, and decisions throughout the project lifecycle.

For instance, your weekly project review could involve opening the RAID sheet, where every team member is assigned a column to log and update the status of potential risks - ensuring all critical obstacles are tracked, assigned an owner, and prioritized for mitigation.

User acceptance testing (UAT)

Tracking bugs, escalations, and testing feedback in a centralized location.

Testers log all reported bugs directly into the sheet, including the steps to reproduce, severity rating, and screenshots. This sheet then serves as the source of truth for the team to manage and prioritize their fixes.

Complex data tracking

Managing intricate datasets, such as those in logistics, that involve multiple partners, customers, and transport mediums.

For example, a project that requires tracking the deployment of hardware across 20 global sites. You use a sheet to log the unique serial number of each device, its current transit partner, expected delivery date, and the final customer location - providing real-time visibility into the entire logistical process.

Key features

Creating sheet templates

To create a sheet template:

1. Navigate to the Templates section.
2. Select Sheet Templates from the menu.
3. Click Create a sheet template to open a new, untitled sheet.
4. Give your template a descriptive name (for example, "RAID Log").
5. Add multiple tabs to your sheet to organize different sets of data.

Add and configure columns

1. In your sheet template, click the + icon to add a new column.
2. Select a column type from the options below.
3. Configure the column by giving it a name, adding a description, and setting any specific options for that column type (for example, adding choices for a single or multi select).
4. Click Add column to add it to your template.