For your customer

Default view - All Tasks
Your default view when you log into Rocketlane is a list of tasks assigned to you that are yet to be completed by you.  You can change what you...
Mon, 26 Apr, 2021 at 3:13 AM
Project overview
You can get an overview of the entire onboarding project by clicking Overview on the left side panel. Here, you’ll find the following information:...
Thu, 6 May, 2021 at 2:08 AM
Project plan
For a detailed view of the plan for your onboarding, click the Project plan option on the left side panel. You can filter based on: Task status...
Thu, 6 May, 2021 at 2:10 AM
Status update
To view updates on your onboarding project from your vendor, on the left side panel, click Status updates. Any tasks you need to complete will be c...
Thu, 6 May, 2021 at 2:12 AM
Task list
You can view all project tasks by clicking Task list on the left panel: You can also use the Filter option to filter for tasks based on due dates,...
Thu, 6 May, 2021 at 2:13 AM
Creating a new task
To create a task,  Click the New task button on the top right corner A pop-up opens where you can create the task. Add the name and map it to ...
Mon, 12 Apr, 2021 at 9:35 AM
Shared spaces
Shared spaces are common collections of documents where you can collaborate with your vendor. Document collections that your vendor has created to collabora...
Thu, 6 May, 2021 at 2:15 AM
Notifications
Your Notifications page, as the name suggests, lists activities you need to keep tabs on. Changes to projects you’re a part of, such as the addition of a ta...
Thu, 6 May, 2021 at 2:07 AM
Project settings
The project settings section has two parts: General information Information on team members General information This is where you will find ...
Thu, 6 May, 2021 at 2:16 AM