[ Rocketlane Reviews ](https://www.g2.com/products/rocketlane-corp/reviews) [ Rocketlane Reviews ](https://www.g2.com/products/rocketlane-corp/reviews) # Rocketlane Features ##### ## Tasks (8) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Dependencies Define dependencies between tasks and the rules to manage them. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Drag & Drop Users can move tasks and change dependencies using drag and drop. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Show More ##### ## Projects (11) Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Project Map Projects can be mapped out with milestones, due dates, deliverables and interdependencies. GANTT Provide visual representations of tasks, dependencies, and progress. Calendar View Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. Views Create customized project views for internal and external purposes (eg: for customers). Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Issue Tracking Track issues at the project or task level, and manage resolutions. Templates Provide standards templates that can be customized by users to create new projects. Critical Path Automatically calculate the critical path for projects and update it when projects change. Time & Expense Track time and expenses associated with projects or tasks. Methodologies Support agile and waterfall project management methodologies. Show More ##### ## Resource Management (3) Resource Definiton 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. Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Show More ##### ## Project Monitoring (3) Baselining / KPIs Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Setup (4) Activities Provide standard activities and tasks that can be customized by users Flows Users can easily create flows using drag and drop features Dependencies Define and manage dependencies between tasks and workflows Notifications Include alters that can be used with workflows Show More ##### ## Management (3) Updates Ability to update multiple workflows at the same time Audit Trail Maintain a history of all workflow changes Integration Integrate with ERP or project management software Show More ##### ## Planning (3) Resource Definiton 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. Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Show More ##### ## Optimization (3) Performance Monitor the performance of each resource by project, portfolio, or resource type. Forecasting Provide demand-driven forecasts to prepare and plan for future projects. Corrections Identify misutilizations and provide suggestions to improve planning and scheduling. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## Task Creation (4) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates 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. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Show More ##### ## Task Management (3) Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Dependencies Define dependencies between tasks and the rules to manage them. Show More ##### ## Customer Management (3) Customer Profiles Maintains a central repository of customer information and communications. Marketing Create and manage marketing campaigns and track their performance Client Portal Provides a portal for clients to view project progress, budgets, resources, project documents, etc. Show More ##### ## Project Management (8) Project Planning Generate plans that define tha main activities and resources needed for a project Project Tracking Monitor the progress or all tasks and activities that are part of a project Resource Definition Contains library of skills and resources to allow project managers to find and assign to projects. Resource Management 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. Planning Deliver project plans that can be customized by users. Visibility Provide visibility into collaborative processes accross the company Integration Provide integration with task management and project management software. Show More ##### ## Accounting (4) Revenue Recognition Automate revenue recogniton by project, portfolio, or milestone and deliverable. Invoice Management Ability to create and send electronic invoices, including templates that can be customized/branded. Project Accounting Deliver features to track and manage costs and revenues by project. Budget Tracking Enables accountants and project managers to track and manage budgets. Show More ##### ## Portfolio Management (4) Portfolio Definition Define multiple types of portfolios for projects, programs, and services. Portfolio Performance Monitor the performance of different types of portfolios and programs. Risk 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. Show More ##### ## Analytics (3) Forecasting Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. Reporting Access pre-built and custom reports and dashboards that can be configured by users. KPIs Include business and financial KPIs that are specific to project and portfolio management . Show More ##### ## Administration (3) Standard Integrations Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow 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. Show More ##### ## Platform (4) APIs Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability 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 Allows software to be easily used on multiple mobile devices including phones and tablets. Show More ##### ## Communication (4) Chat Provide live chat tools for instant messaging Discussions Ability to involve multiple users in public or private discussions External Allow external users to use chat and discussions Feedback Provide functionality to create and manage polls and surveys Show More ##### ## Content & Documents (4) File Sharing Documents can be shared between users and teams Notes User can share notes with colleagues or external users Search Help users find documents and other types of content Versioning Keep track of document versions and related changes Show More ##### ## Controls (3) Custom Views Create personalized project views for collaboration Followers Allow users to follow tasks which are not assigned to them User Management Define and manage users access to documents and collaboration features Show More ##### ## Remote Collaboration (2) Alignment Align remote employees with their colleagues and external users Accountability Define and track responsabilities for remote users Show More ##### ## Onboarding Setup (3) Workflows Provide customizable workflows for onboarding activities and tasks. Templates Include templates for onboarding project plans and documents. Checklists Generate checklists to monitor the prograss of onboarding projects. Show More ##### ## Project Tracking (5) Monitoring Track tasks, project, and dependencies using timeline views or GANTT charts. Resources Allocate resources to tasks and projects, and track their costs. Content Manage onboarding documents, training materials, and other content. Tasks Assign and track onboarding tasks to internal and external stakeholders. Optimization Identify trends and analysis that can be used to optimize onboarding. Show More ##### ## Customer Engagement (5) Portal Provider a portal for customers and external users to collaborate and share documents. Engagement Include features to keep customers engaged such as internal communications. Branding Create white-label portals by customer, product, or project. Visibility Provide multiple levels of visibility accrosss all onboarding stages. Collaboration Allow internal and external users to collaborate without loging into the system. Show More ##### ## Generative AI (9) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## Agentic AI - Professional Services Automation (2) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ## Top-Rated Alternatives [ ![GUIDEcx](https://images.g2crowd.com/uploads/product/hd_favicon/60e03505add4710a556165952b3b78e8/guidecx.svg "GUIDEcx") GUIDEcx 4.6/5 (459) ](https://www.g2.com/products/guidecx/reviews) [ ![monday Work Management](https://images.g2crowd.com/uploads/product/hd_favicon/5c18572c785c604e70daeba4580c1091/monday-com.svg "monday Work Management") monday Work Management 4.7/5 (15,049) ](https://www.g2.com/products/monday-com/reviews) [ ![Asana](https://images.g2crowd.com/uploads/product/hd_favicon/1487565345/asana.svg "Asana") Asana 4.4/5 (13,153) ](https://www.g2.com/products/asana/reviews) [ View All Alternatives ](https://www.g2.com/products/rocketlane-corp/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [To-Do Lists](/glossary/to-do-lists) To-do lists are organized task lists that help prioritize work and boost productivity. Explore the benefits and best practices of making a to-do list. [File Sharing](/glossary/file-sharing-definition) 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. Rocketlane Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_63aafb1b970a14f7a58d769ac3acf3ec/guidecx.png "Product Avatar Image") GUIDEcx 4.6/5 (461) [ Compare Now ](https://www.g2.com/compare/guidecx-vs-rocketlane-corp) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2a3c6c39bf8b8eb277cfcd42d9bbca1e/asana.png "Product Avatar Image") Asana 4.4/5 (13,704) [ Compare Now ](https://www.g2.com/compare/asana-vs-rocketlane-corp) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c5e999697929ea9ef436c2606f0230b3/monday-com.png "Product Avatar Image") monday Work Management 4.7/5 (15,463) [ Compare Now ](https://www.g2.com/compare/rocketlane-corp-vs-monday-com) ##### Categories on G2 [ Workflow Management ](https://www.g2.com/categories/workflow-management)[ Project Collaboration ](https://www.g2.com/categories/project-collaboration)[ Project Management ](https://www.g2.com/categories/project-management) [ Task Management ](https://www.g2.com/categories/task-management-software)[ Professional Services Automation ](https://www.g2.com/categories/professional-services-automation)[ Resource Management ](https://www.g2.com/categories/resource-management)[ Client Portal ](https://www.g2.com/categories/client-portal)[ Client Onboarding ](https://www.g2.com/categories/client-onboarding) Show More ##### Explore More [ Best desktop expense management software ](https://www.g2.com/discussions/best-desktop-expense-management-software)[ Best tools for multi-environment deployment automation ](https://www.g2.com/discussions/best-tools-for-multi-environment-deployment-automation)[ What tool offers the most advanced audience segmentation features? ](https://www.g2.com/discussions/what-tool-offers-the-most-advanced-audience-segmentation-features) [ Best platforms for securing multi-cloud storage ](https://www.g2.com/discussions/best-platforms-for-securing-multi-cloud-storage)[ Best PIM tools for app development teams ](https://www.g2.com/discussions/best-pim-tools-for-app-development-teams)[ Pros and Cons Details ](https://www.g2.com/products/rocketlane-corp/reviews?qs=pros-and-cons) Show More [ Best desktop expense management software ](https://www.g2.com/discussions/best-desktop-expense-management-software)[ Best tools for multi-environment deployment automation ](https://www.g2.com/discussions/best-tools-for-multi-environment-deployment-automation)[ What tool offers the most advanced audience segmentation features? ](https://www.g2.com/discussions/what-tool-offers-the-most-advanced-audience-segmentation-features) [ Best platforms for securing multi-cloud storage ](https://www.g2.com/discussions/best-platforms-for-securing-multi-cloud-storage)[ Best PIM tools for app development teams ](https://www.g2.com/discussions/best-pim-tools-for-app-development-teams)[ Pros and Cons Details ](https://www.g2.com/products/rocketlane-corp/reviews?qs=pros-and-cons)