For Rocketlane administrator

Setting Up Templates
Standardizing your onboarding processes and methodology helps ensure consistency in experience for your customers. It also ensures adherence to best practic...
Mon, 26 Apr, 2021 at 12:50 PM
Creating a Project Plan
You can add a detailed project plan to your projects in Rocketlane, complete with phases, duration of each phase, and tasks specific to each phase. The ...
Thu, 6 May, 2021 at 12:15 PM
Adding Status Updates
You can provide status updates on your project right from Rocketlane. To do this, in Rocketlane, Click the Projects icon or press P The Project de...
Thu, 6 May, 2021 at 12:09 PM
Managing 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...
Sun, 25 Apr, 2021 at 11:45 PM
Creating Private and Shared Spaces
With Rocketlane, you have complete control over what information is visible to your customer and what isn’t. You have the option to create private and share...
Mon, 26 Apr, 2021 at 9:07 AM
Adding and Managing Tasks
Tasks are essentially your project broken down into actionable work items. In Rocketlane, this is one of the most essential building blocks for your onbo...
Sun, 25 Apr, 2021 at 11:50 PM
Adding Documents to Your Project on Rocketlane
Rocketlane enhances your onboarding experience by enabling your internal teams and customers to access all documents related to a project from one single sp...
Mon, 26 Apr, 2021 at 9:05 AM
Custom Domain & Email Domain Configuration
Custom domain configuration Account Name: acme (as an example - you’d use your own company name here) Account admin: John Doe Primary doma...
Wed, 4 Aug, 2021 at 10:48 AM