Rocketlane Product Training

1. General - Rocketlane Project Template Creation Guide
3. General - Rocketlane Form Template Creation Guide
4. General - Using Form Templates in Project Management
5. Project Update Templates in Rocketlane

2. General - Rocketlane Project Management: Timeline, Dynamic Conditions, and Spaces Guide
8. General - Rocketlane Project Management User Guide
7. General - Accounts Overview
6. General - Configuring Key Events and Intervals in Rocketlane

11. General - Rocketlane Resource Management Guide
12. General - Resource AI and Request Management

16. General - Admin Settings User Guide
18. General - Rocketlane Integrations and Configuration Guide
17. General - Admin settings in Rocketlane pt 2
19. General - Advanced Admin Setup Guide

9. General - Rocketlane Timesheet Configuration Guide
10. General - Managing Timesheet Reminders and Approving Team Time Off

23. General - Salesforce Integration Setup Guide
25. General - Jira Integration Setup Guide
24. General - HubSpot Integration Guide

21. General - Expense Management Configuration Guide
20. General - Managing Project Expenses in RocketLane
14. General - Creating and Managing Invoices in Rocketlane
13. General - Rocketlane Invoicing Setup Guide

26. General - Default and Time Analytics Reports User Guide
27. General - Creating Custom Reports and Dashboards in Rocketlane

22. Managing Partners in Rocketlane

15. General - Creating and Managing Billing Schedules in Rocketlane

29. General - Automating Sheet Templates and Project Integration in Rocketlane
28. General - Sheets: A Step-by-Step User Guide
30. General - Sprint Setup and Management Guide

31. General - AI Fills Setup Guide
32. General - Using AI Fills for Meeting Power Updates in Rocketlane

8. General - Rocketlane Project Management User Guide

On this page

Managing Projects in Rocketlane Step 1: Start Creating a Project Manually Step 2: Enter Basic Project Details Step 3: Select a Standardized Project Template Step 4: Define the Project Start Date Step 5: Configure Billing Method and Revenue Recognition Step 6: Add Team Members, Invite Customers, and Set Project Attributes Step 7: Work with Templates, Phases, and Tasks Step 8: Use Contextual Conversations and Mentions on Tasks Step 9: Rearrange Tasks and Phases in the Board/Waterfall View Step 10: Use the Timeline (Gantt) View and Set Dependencies Step 11: Review High-Level Project Information in the Overview Tab Step 12: Manage Documents in Spaces Step 13: Collaborate via Comments, Tasks, and Templatized Documents in Spaces Step 14: Use List View for Bulk Task Management and Filtering Step 15: Visualize and Prioritize Tasks in Board View Step 16: Send Project Updates to Stakeholders Step 17: Review Form Responses and Centralize Files Step 18: Use Project Chat and Channels for Targeted Communication Step 19: Explore Advanced Tabs as Needed