
I mainly use Rocketlane to manage client onboarding projects and coordinate tasks between internal teams and customers. What I like most, is the ability to create projects, assign tasks to team members and track progress in one place. It helps keep everyone aligned on what needs to be completed and by when.
Its built-in client collaboration features are also very helpful. Being able to communicate with customers directly within the platform during onboarding projects helps avoid long email threads and keep conversations tied to the specific project tasks.
One other thing that I appreciate, is how easy it was to start using Rocketlane. It has an intuitive interface, and I was able to quickly understand how to use it. Projects, tasks and client communications are very easy to find, and you do not need much training to understand how to use these features. Review collected by and hosted on G2.com.
One limitation I noticed, is that it can be difficult to quickly navigate or switch between multiple projects in the same time. When working on several onboarding projects, I often need to open one project, check or update a task, and then move to another project. Currently, this requires closing the current project and navigating to the next one, which can slow things down a bit. Having an easier way to keep multiple projects open or switch between them would improve the workflow. Review collected by and hosted on G2.com.
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