Add a sheet to your project

1. Navigate to your project plan.
2. Under a phase, find the dropdown menu next to Add task.
3. Click Add sheet.
   
4. Choose a sheet template or open a blank sheet to proceed.
   

When you click on a sheet from the project overview page, a side pane opens (similar to a task's detail pane). From this pane, you can:

• Set essential task attributes such as Assignee, Due date, and Task status (which defaults to To Do when the sheet is created).
• View and configure the sheet's settings, including Sheet Tabs, Sheet Fields, Task Info, and Additional Info.
  
• Have conversations right inside the sheet by clicking the Conversations button on the right side of the screen. You can tag people and use smartfills to communicate relevant details about the sheet's data.

Freeze sheet entries

If you need to lock data within a sheet and prevent any further edits, you can freeze it. This ensures data integrity by disabling changes in the sheet itself or within any of its tabs.

Freeze an entire sheet

1. Navigate to the Sheets section in your project.
2. Scroll to the specific sheet you want to lock.
3. Click the three dots (...) menu next to the sheet name and select Freeze Sheet.
   

Freeze a specific sheet tab

1. Open the sheet.
2. Click on the sheet tab dropdown menu.
   
3. Select Freeze Tab.

Conditional highlighting

Use conditional highlighting to visually flag important values in project sheets and sheet templates, based on numeric thresholds.

To configure conditional highlighting:

1. Right-click any Sheet tab in a project sheet or sheet template.
2. Select Conditional highlighting.
3. Select a column to highlight and set your conditions and color.
   

Single color rules

Use single color rules to highlight cells in one color when they match specific conditions.

1. Choose a numeric column (Number, Percentage, Rating, or Currency).
2. Set a condition: greater than, less than, equal to, greater than or equal to, or less than or equal to.
3. Enter the threshold value.
4. Pick a highlight color for matching cells.
   

All cells in that column that meet the condition are highlighted in the selected color.

Multi color rules

Use multi color rules to visualize a range of values in a gradient.

1. Choose a numeric column.
2. Define minimum and maximum values.
3. Select a color palette to represent the range.

All cells in that column are automatically colored based on where their value falls between the defined minimum and maximum.

Cell level comments

Cell level comments allow collaboration directly inside a sheet, at the level of a single cell.

You can:

• Add comments to individual cells by right-clicking a cell and choosing the comment option.
• Mark comments as private when needed, based on workspace permissions.
  
• View all comments in the Comments pane for better visibility and navigation.
• Hover over a cell to quickly see comments associated with that cell.
• Reply to comments to continue the conversation in context.
  
• Edit or delete comments when updates or corrections are needed.
  
• Mark comments as resolved once the underlying issue or question has been addressed.

Export a Sheet

You can export a project sheet when you need to download sheet data for offline review, reporting, sharing, or analysis outside Rocketlane.

Rocketlane supports two export formats:

To export a sheet:

1. Open the project sheet.
2. Click Export.
3. Select the export format.
   You can choose:
   • CSV
   • Excel
4. Download the exported file.

What Is Included in the Export

The export includes the sheet data across tabs, based on the format you select.

Sheet fields include sheet-level details such as Status, Assignee, Due Date, Start Date, and any configured custom sheet fields.

Tab fields include per-tab details such as Tab Name, Status, Assignee, Due Date, and Start Date.

For CSV exports, these details are included as separate files in the ZIP. For Excel exports, they are included as separate worksheets in the workbook.

Export Processing Time

Sheet exports are processed based on the size of the sheet.

This helps larger sheets export without blocking your work in Rocketlane.