Rocketlane Features
Tasks (8)
Creation & Assignment
Based on 247 Rocketlane reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates.
Due Dates
Based on 250 Rocketlane reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Based on 242 Rocketlane reviews and verified by the G2 Product R&D team. Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Based on 236 Rocketlane reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Based on 228 Rocketlane reviews and verified by the G2 Product R&D team. Define dependencies between tasks and the rules to manage them.
Mass Updates
Based on 214 Rocketlane reviews and verified by the G2 Product R&D team. Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop
Based on 227 Rocketlane reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
Based on 219 Rocketlane reviews and verified by the G2 Product R&D team. Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Projects (11)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project. This feature was mentioned in 219 Rocketlane reviews.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies. 217 reviewers of Rocketlane have provided feedback on this feature.
GANTT
Provide visual representations of tasks, dependencies, and progress. This feature was mentioned in 200 Rocketlane reviews.
Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. 201 reviewers of Rocketlane have provided feedback on this feature.
Views
Based on 210 Rocketlane reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Based on 158 Rocketlane reviews and verified by the G2 Product R&D team. Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Based on 199 Rocketlane reviews and verified by the G2 Product R&D team. Track issues at the project or task level, and manage resolutions.
Templates
Based on 214 Rocketlane reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects.
Critical Path
Based on 188 Rocketlane reviews and verified by the G2 Product R&D team. Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
Based on 195 Rocketlane reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks.
Methodologies
Based on 186 Rocketlane reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies.
Resource Management (3)
Resource Definiton
Based on 206 Rocketlane reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria.
Capacity
Based on 182 Rocketlane reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Based on 181 Rocketlane reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department.
Project Monitoring (3)
Baselining / KPIs
Based on 185 Rocketlane reviews and verified by the G2 Product R&D team. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Based on 163 Rocketlane reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Based on 215 Rocketlane reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time.
Setup (4)
Activities
Based on 113 Rocketlane reviews. Provide standard activities and tasks that can be customized by users
Flows
Users can easily create flows using drag and drop features 113 reviewers of Rocketlane have provided feedback on this feature.
Dependencies
Define and manage dependencies between tasks and workflows 110 reviewers of Rocketlane have provided feedback on this feature.
Notifications
Based on 113 Rocketlane reviews. Include alters that can be used with workflows
Management (3)
Updates
As reported in 106 Rocketlane reviews. Ability to update multiple workflows at the same time
Audit Trail
Maintain a history of all workflow changes 96 reviewers of Rocketlane have provided feedback on this feature.
Integration
Integrate with ERP or project management software 96 reviewers of Rocketlane have provided feedback on this feature.
Planning (3)
Resource Definiton
As reported in 14 Rocketlane reviews. Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks. 13 reviewers of Rocketlane have provided feedback on this feature.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department. 14 reviewers of Rocketlane have provided feedback on this feature.
Optimization (3)
Performance
Monitor the performance of each resource by project, portfolio, or resource type. This feature was mentioned in 16 Rocketlane reviews.
Forecasting
Provide demand-driven forecasts to prepare and plan for future projects. This feature was mentioned in 15 Rocketlane reviews.
Corrections
Identify misutilizations and provide suggestions to improve planning and scheduling. This feature was mentioned in 14 Rocketlane reviews.
Content (5)
Document Collaboration
Allows users to simultaneously collaborate on a document within the application.
Versioning
Stores different versions of a document.
E-Signature
Allows users to provide an e-signature within the platform.
File Request
Allows businesses to request files from clients.
Feedback
Allows businesses to solicit feedback on projects or documents from clients.
Collaboration (6)
Billing and Invoicing
Provides billing and invoicing within the application.
Instant Messaging
Provides internal and/or external instant messaging capability.
Project Management
Offer project management features like task creation and tracking within the application.
Analytics
Offer analytics concerning productivity or client engagement.
Time Tracking
Allows businesses to track time spent on projects within the application.
Mobile Application
Provides a mobile application.
Task Creation (4)
Creation & Assignment
Based on 191 Rocketlane reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates.
Due Dates
Based on 192 Rocketlane reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
Users can move tasks and change dependencies using drag and drop. This feature was mentioned in 181 Rocketlane reviews.
Mass Updates
Based on 165 Rocketlane reviews. Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (3)
Task Prioritization
Based on 178 Rocketlane reviews. Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Based on 180 Rocketlane reviews. Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Based on 176 Rocketlane reviews. Define dependencies between tasks and the rules to manage them.
Customer Management (3)
Customer Profiles
As reported in 64 Rocketlane reviews. Maintains a central repository of customer information and communications.
Marketing
As reported in 54 Rocketlane reviews. Create and manage marketing campaigns and track their performance
Client Portal
As reported in 64 Rocketlane reviews. Provides a portal for clients to view project progress, budgets, resources, project documents, etc.
Project Management (8)
Project Planning
Generate plans that define tha main activities and resources needed for a project 69 reviewers of Rocketlane have provided feedback on this feature.
Project Tracking
Monitor the progress or all tasks and activities that are part of a project 71 reviewers of Rocketlane have provided feedback on this feature.
Resource Definition
Contains library of skills and resources to allow project managers to find and assign to projects. This feature was mentioned in 66 Rocketlane reviews.
Resource Management
As reported in 69 Rocketlane reviews. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.
Task Management
Include features to create, assign, and manage tasks. 168 reviewers of Rocketlane have provided feedback on this feature.
Planning
Based on 161 Rocketlane reviews. Deliver project plans that can be customized by users.
Visibility
As reported in 163 Rocketlane reviews. Provide visibility into collaborative processes accross the company
Integration
Provide integration with task management and project management software. This feature was mentioned in 142 Rocketlane reviews.
Accounting (4)
Revenue Recognition
Automate revenue recogniton by project, portfolio, or milestone and deliverable. 55 reviewers of Rocketlane have provided feedback on this feature.
Invoice Management
Ability to create and send electronic invoices, including templates that can be customized/branded. This feature was mentioned in 32 Rocketlane reviews.
Project Accounting
Based on 53 Rocketlane reviews. Deliver features to track and manage costs and revenues by project.
Budget Tracking
Based on 54 Rocketlane reviews. Enables accountants and project managers to track and manage budgets.
Portfolio Management (4)
Portfolio Definition
Define multiple types of portfolios for projects, programs, and services. This feature was mentioned in 59 Rocketlane reviews.
Portfolio Performance
Monitor the performance of different types of portfolios and programs. 61 reviewers of Rocketlane have provided feedback on this feature.
Risk
As reported in 59 Rocketlane reviews. Identify risks that may negatively impact the performance of a portfolio of projects.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals. This feature was mentioned in 59 Rocketlane reviews.
Analytics (3)
Forecasting
Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. 57 reviewers of Rocketlane have provided feedback on this feature.
Reporting
Access pre-built and custom reports and dashboards that can be configured by users. This feature was mentioned in 61 Rocketlane reviews.
KPIs
Include business and financial KPIs that are specific to project and portfolio management . This feature was mentioned in 61 Rocketlane reviews.
Administration (3)
Standard Integrations
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems 67 reviewers of Rocketlane have provided feedback on this feature.
Workflow
As reported in 66 Rocketlane reviews. Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
Access Management
Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. This feature was mentioned in 65 Rocketlane reviews.
Platform (4)
APIs
Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. 55 reviewers of Rocketlane have provided feedback on this feature.
Internationalization
As reported in 54 Rocketlane reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 59 Rocketlane reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile
Based on 52 Rocketlane reviews. Allows software to be easily used on multiple mobile devices including phones and tablets.
Communication (4)
Chat
Based on 153 Rocketlane reviews. Provide live chat tools for instant messaging
Discussions
Ability to involve multiple users in public or private discussions This feature was mentioned in 142 Rocketlane reviews.
External
Allow external users to use chat and discussions 140 reviewers of Rocketlane have provided feedback on this feature.
Feedback
Based on 143 Rocketlane reviews. Provide functionality to create and manage polls and surveys
Content & Documents (4)
File Sharing
As reported in 143 Rocketlane reviews. Documents can be shared between users and teams
Notes
As reported in 147 Rocketlane reviews. User can share notes with colleagues or external users
Search
As reported in 121 Rocketlane reviews. Help users find documents and other types of content
Versioning
As reported in 67 Rocketlane reviews. Keep track of document versions and related changes
Controls (3)
Custom Views
As reported in 143 Rocketlane reviews. Create personalized project views for collaboration
Followers
Allow users to follow tasks which are not assigned to them This feature was mentioned in 125 Rocketlane reviews.
User Management
Based on 146 Rocketlane reviews. Define and manage users access to documents and collaboration features
Remote Collaboration (2)
Alignment
Based on 150 Rocketlane reviews. Align remote employees with their colleagues and external users
Accountability
As reported in 147 Rocketlane reviews. Define and track responsabilities for remote users
Onboarding Setup (3)
Workflows
Based on 207 Rocketlane reviews and verified by the G2 Product R&D team. Provide customizable workflows for onboarding activities and tasks.
Templates
Based on 217 Rocketlane reviews and verified by the G2 Product R&D team. Include templates for onboarding project plans and documents.
Checklists
Based on 213 Rocketlane reviews and verified by the G2 Product R&D team. Generate checklists to monitor the prograss of onboarding projects.
Project Tracking (5)
Monitoring
Based on 212 Rocketlane reviews and verified by the G2 Product R&D team. Track tasks, project, and dependencies using timeline views or GANTT charts.
Resources
Allocate resources to tasks and projects, and track their costs. 195 reviewers of Rocketlane have provided feedback on this feature.
Content
Based on 201 Rocketlane reviews and verified by the G2 Product R&D team. Manage onboarding documents, training materials, and other content.
Tasks
Based on 215 Rocketlane reviews and verified by the G2 Product R&D team. Assign and track onboarding tasks to internal and external stakeholders.
Optimization
As reported in 195 Rocketlane reviews. Identify trends and analysis that can be used to optimize onboarding.
Customer Engagement (5)
Portal
Based on 215 Rocketlane reviews and verified by the G2 Product R&D team. Provider a portal for customers and external users to collaborate and share documents.
Engagement
Based on 215 Rocketlane reviews and verified by the G2 Product R&D team. Include features to keep customers engaged such as internal communications.
Branding
As reported in 210 Rocketlane reviews. Create white-label portals by customer, product, or project.
Visibility
Based on 216 Rocketlane reviews and verified by the G2 Product R&D team. Provide multiple levels of visibility accrosss all onboarding stages.
Collaboration
Based on 221 Rocketlane reviews and verified by the G2 Product R&D team. Allow internal and external users to collaborate without loging into the system.
Generative AI (9)
AI Text Generation
Allows users to generate text based on a text prompt. 40 reviewers of Rocketlane have provided feedback on this feature.
AI Text Summarization
Condenses long documents or text into a brief summary. 39 reviewers of Rocketlane have provided feedback on this feature.
AI Text Generation
Based on 57 Rocketlane reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. 56 reviewers of Rocketlane have provided feedback on this feature.
AI Text Generation
Allows users to generate text based on a text prompt. 81 reviewers of Rocketlane have provided feedback on this feature.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 81 Rocketlane reviews.
AI Text Generation
Based on 68 Rocketlane reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
As reported in 69 Rocketlane reviews. Condenses long documents or text into a brief summary.
AI Text Generation
As reported in 44 Rocketlane reviews. Allows users to generate text based on a text prompt.
Artificial Intelligence - Professional Services Automation (3)
Predictive Forecasting
Predicts project profitability, revenue, and resource utilization based on historical data and current trends.
Smart task suggestions
Gives task and resource allocation suggestions based on project context.
Automated workflows
Automates time-tracking, invoicing, and expense reporting.
Agentic AI - Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Project Collaboration (2)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Professional Services Automation (2)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Technology Glossary Features
View definitions of the features and discover new technology terms.
Our G2 guide on file sharing gives insights about what file sharing is, different ways of sharing files, its benefits for businesses, and best practices to follow while sharing files.
To-do lists are how an individual keeps tasks that need to be completed organized. Learn more about the types of to-do lists that can be used and the benefits of utilizing a list to stay motivated and productive.





