Q1: How can I incorporate tasks into a Document Template in Rocketlane?
A: To incorporate tasks into a Document Template, go to Templates from the left sidebar and choose Document Templates. Open the relevant template and find the Document Tasks section on the right side of the screen. From there, click "Add Task," enter your task name, and hit Enter. Additionally, you can create tasks by highlighting text snippets directly in the document — these will automatically convert into tasks.
Q2: How can I determine if I have edit access to the Document Tasks on a template?
A: Open the template and look for the following indicators of edit access in the Document Tasks section on the right sidebar: whether you can see and click the "Add Task" button, whether you can click and engage with existing tasks, and whether you can rename the task section. If these options are unavailable or greyed out, it likely signifies restricted permissions on that template.
Q3: Why does adding a new task to a Document Template result in the deletion of the task below it?
A: This was a bug in Rocketlane where adding a new task was overwriting or removing the task below it instead of inserting a new one. The underlying issue was the front-end sending an undefined value for the template path during task creation. The engineering team has resolved this issue. If you continue to experience this behavior, please reach out to Rocketlane support.
Q4: Is it possible to use Document Tasks to provide instructions on how users should fill out a form, field by field?
A: Absolutely. The Document Tasks feature on the right side of a Document Template can be utilized to create detailed, step-by-step instructions for users, including guidance specific to each field on how to complete a form. Tasks can be added manually through the "Add Task" button or by highlighting pertinent text within the document body to automatically generate a task.
Q5: If the Document Template and its tasks were created by someone else, can I still modify the tasks?
A: It depends on the permissions assigned to that template. If the template was created by another individual (such as a manager), you may have limited edit access based on how it was shared with you. Confirm whether the "Add Task" button is visible and operational in the Document Tasks panel. If you are unable to modify tasks despite expecting access, contact the template owner to adjust the permissions, or reach out to Rocketlane support for help.