Rocketlane's mobile app enables you to work seamlessly from anywhere, freeing you from the constraints of a desk or computer. You can stay connected with your customers, manage tasks, and update project details - all from the palm of your hand.

The app also allows you to,

• Stay up-to-date on project progress
• Contribute to discussions, and provide valuable inputs
• Manage tasks and stay in constant touch with your customers
• Bring accountability to your work and optimize project-related activities at your convenience

Installing Rocketlane

To install the Rocketlane app on your mobile device,

1. Go to your Play store/AppStore
2. Search for Rocketlane
3. Install and open the app
4. Enter your business email used for Rocketlane login
   
5. Enter your password and login
   
6. If you don't remember your password, click forgot password and login using a magic link sent to your email
   
7. Check your email for login instructions from care@rocketlane.com
8. Click launch and start using rocketlane on mobile.

Login using SSO

If you use SSO to login,

1. Enter your business email
   
2. Select login using SSO
3. You will be redirected to browser to select your email account, select the right account
4. You will be redirected back to the app and logged in

Notifications: Stay Informed Anytime, Anywhere

Receive personalized notifications to stay informed about:

Effortlessly navigate notifications using filters.

Task Management Made Easy

It's easy to keep track of your tasks with Rocketlane. You can quickly see which tasks are due, when they need to be completed, and how they fit into the larger goals of project management.

Sort and View Tasks

• Home page organizes tasks by due dates.
• Click the filter icon to choose your view and grouping preferences.
• Filter tasks by completion status and group by due date/project

Work on Tasks

• Open tasks to view details like description, status, due date, and assignee.
• Access and add attachments directly from your mobile.
• Prioritize tasks with information on priority and effort required.
• Update assignee, due dates , and task status within the app.

Advanced Task Options

In addition, click on the three dots within the task to access powerful features:

• Delete Task: Remove the task from the project

Chat Within Tasks

• Utilize the chat feature within tasks for contextual discussions with team members and customers.
• Send private messages to team members for confidential communication.
• Access the audit trail of updates and changes within the task.

Sorting and Filtering Projects

Under the Projects section, efficiently manage your projects with sorting and filtering options:

Project Details Overview

Click on any project to access a wealth of information:

Create a Task

1. Navigate to the Projects section.
2. Choose the specific project where you want to create a task.
3. Tap on the + icon to initiate task creation.
4. Provide essential details such as task name, description, assignee, due date, and phase
5. Click Create to add the task to the appropriate phase within the selected project.
   

Search projects

Utilize the search feature on the Projects page to swiftly locate specific projects.

Inside Each Project:

• Spaces Section: Search within the Spaces section to find documents.
• Chat Section: Access the search functionality in the Chat section to quickly locate conversations and fetch tasks.
• Files Section: Effortlessly search for files and folders within the Files section.
  

Search tasks

Navigate to the All Tasks section to search for Tasks and Forms and enter relevant keywords to efficiently locate any task or form matching your search criteria.

Update Your Profile

Navigate to the Account section to view profile details, designation, and weekly capacity.

1. Tap on your name to access profile options.
2. Make changes such as updating your name, profile picture, or changing your password.
3. Click Update Profile to confirm and save the updated information.

Log time effortlessly with the Rocketlane mobile app. Track every moment spent on both project and non-project activities. Enjoy the flexibility of logging time with just a few clicks, anytime, anywhere.

To Track Time for a Week:

1. Navigate to timesheets.
2. Click the add new event button.
3. Choose project, time, task/activity, and category.
4. Click the add time button.
5. Add time for the week and hit submit.

To Add Events from Your Calendar:

1. Click add from calendar.
2. Choose the email account for the calendar.
3. Select project, task/activity, add activity, and create more events.
4. Hit submit.
   

For Calendar Integration:

If not integrated, log into your Rocketlane account on the web browser from the desktop and integrate it.

To Change the Calendar:

1. Click add from calendar under timesheets.
2. Under calendar activity, select the email account and choose a different calendar.

To Withdraw Timesheets:

In the timesheet tab, click the withdraw option on the top right to redo time entries.

Timesheets approved by managers and project owners will bear an approved seal.