Rocketlane has been a great fit for our team because it's genuinely easy to set up and use — you don't need a ton of technical knowledge to get automations running, which means our team can actually maintain it ourselves. Having one platform for both our internal team and our clients has been huge. Clients are automatically reminded about their tasks, which has helped us streamline delivery without having to chase people down manually.

A few other things that have made a real difference: the chat feature integrates directly with our Slack channels, so client communication doesn't require jumping between tools. The client portal is customizable and looks really polished — it's a good reflection of our brand. Fields are easily editable right from the projects view without having to drill down, custom fields are simple to create, and revenue percentage is automatically calculated based on task completion milestones we set. The automations we've built have saved us meaningful time and given better visibility to other teams across the company. Review collected by and hosted on G2.com.

Since it's newer software, there are occasional unexplained glitches — fields won't sort, you refresh and it works fine, or there's a delay in the Slack integration. Minor, but noticeable. Some fields can only be edited in certain views, which isn't always intuitive. The custom reporting also has limitations — you can't combine a date field and a number field into a calculated formula the way you can in a Google Sheet, which limits what we can pull from it. And we haven't been able to sync tasks to Google Calendar, which would be useful for our team. Review collected by and hosted on G2.com.

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.

As a PM, Rocketlane has been extremely helpful. It keeps all the details I need in one place and is genuinely user-friendly, which makes it easy to stay on top of things. Overall, I really like it. Review collected by and hosted on G2.com.

It can’t be integrated with Google Calendar, so I have to manually add a time block for the project engineer on the calendar and then paste the Rocketlane task into the calendar event description. Review collected by and hosted on G2.com.

Rocketlane continues to stand out because of how easy the platform is to use, even as new features are introduced. The overall user experience feels very intuitive, which makes it simple for teams to adopt and manage projects without a steep learning curve. I especially like the recent updates and improvements to the interface. The new layout view is a big improvement—it brings together text, tasks, and key project details in a way that feels much more organized and easier to navigate.

The menu options are also clearer and more streamlined, which helps reduce the time spent searching for features or switching between sections. Having tasks and written updates integrated into the same view makes collaboration smoother and keeps project communication in one place. Overall, the platform continues to improve while still maintaining the simplicity and efficiency that make it easy to manage projects day to day. Review collected by and hosted on G2.com.

Rocketlane has been improving a lot, but there are a couple of areas that could make the platform even better.

First, adding a Dark Mode option for the layout would be extremely helpful. Many of us working in web design and development spend long hours looking at screens, and the current bright white interface can make it harder to focus on details. A dark mode would reduce eye strain and make it easier to review content, layouts, and tasks for extended periods of time.

Another improvement would be in the tagging system for clients or team members. Currently, you often need to know the first letter or part of a person's name to tag them, which can become confusing when there are many clients or collaborators involved in a project. Previously, when typing the @ symbol, the system would show a list of everyone involved in the project, which made tagging much faster and more efficient. Bringing back that option—where all project members appear when typing @—would greatly improve usability and communication within projects.

These small changes would make an already strong platform even more efficient for teams managing multiple clients and projects. Review collected by and hosted on G2.com.

Navigation & Usability:

Rocketlane's interface is designed with simplicity in mind — all essential menus like project tracking, task management, and client collaboration are organized intuitively on the dashboard. Unlike other tools where I'd spend time hunting through nested menus, everything in Rocketlane is just a click away. This has significantly reduced the time our team spends on administrative tasks, allowing us to focus more on actual project delivery.

Maintenance & Support:

The platform requires minimal upkeep, which is a huge win for our team. We don't need a dedicated admin to manage it. Whenever we've reached out to their support team, the responses have been quick, knowledgeable, and solution-oriented — making troubleshooting almost effortless.

Integrations:

What truly sets Rocketlane apart is its integration ecosystem. The Workato integration alone streamlined our data flow between multiple tools, but the real game-changer was their exposed custom connector. It allowed us to build tailored integrations specific to our tech stack without relying on third-party developers. Additionally, all triggers operate in real-time, which means our automated workflows execute instantly — no delays, no missed updates.

Unexpected Benefit:

One thing I didn't anticipate was how the real-time triggers combined with the custom connector would eliminate manual status updates across platforms. What used to take our team 30+ minutes of daily syncing is now fully automated.

Overall:

I genuinely haven't found any gaps in their system. Rocketlane delivers a complete, reliable, and efficient experience for managing client projects end to end. Review collected by and hosted on G2.com.

Honestly, based on my experience so far, I haven't found anything to dislike about Rocketlane. The platform consistently delivers on its promises — from usability to integrations to support. It's been a reliable tool for our team all around. Review collected by and hosted on G2.com.

The most impressive thing about Rocketlane is its rapid pace of innovation. Over the last year, the improvements in resource management and automated workflows have been game-changers for our team. It doesn't just track tasks; it actually helps us visualize team capacity and prevent burnout.

I also love how much the reporting has matured. We can now pull granular insights into our delivery timelines and project health without having to export everything to a spreadsheet. It’s truly a "source of truth" for our customer-facing projects. Review collected by and hosted on G2.com.

While the platform is incredibly powerful, the sheer amount of customization available means there is a bit of a steep learning curve at the start. It took our team a few weeks to really nail down our global templates. If you’re looking for a simple 'out of the box' task list, this might feel like overkill initially, but the effort pays off once you’re fully set up. Review collected by and hosted on G2.com.

MoEngage’s PS team can build reusable project templates for different customer segments ( SMB, mid-market, enterprise). Clients get a single, transparent view of timelines, milestones, tasks, owners, and status. Assigning tasks with deadlines inside Rocketlane creates clear ownership, both internally and externally. PS managers can monitor project progress, delays, and risks in real-time.

Review collected by and hosted on G2.com.

The Issue: Rocketlane’s automated notification system can be "noisy." In a complex project with dozens of daily task updates, stakeholders often suffer from notification fatigue, causing them to miss truly critical alerts. Review collected by and hosted on G2.com.

I like the UI overall, but I specifically love the project view and custom fields, allowing me to see what we've sold and where progress is up to for each project. The project view lets me see all of the services products we've sold, grouped by region and customer, and provides a sense of where we're at with delivery. The automation with Salesforce is key here for keeping on top of what we've sold. The initial setup of Rocketlane was pretty easy, with the team being really good at working with us and navigating our quirky requirements. Review collected by and hosted on G2.com.

The reporting functionality isn't great. It's a little clunky and hard to get reports that can be formatted in a way that makes it easier to share. Review collected by and hosted on G2.com.

UI: The UI is easy to navigate, and it’s clear where actions are located. It’s intuitive in many ways and not overwhelming. We appreciate the ability to create custom Customer Profile templates, project templates, reporting templates, etc.

Integrations: The integration with Salesforce has saved our team a lot of time and significantly improved our workflows. We now have a clearer process for creating new projects because we can directly link them to Salesforce opportunities.

Performance: Performance is acceptable overall. There is a minor lag to be aware of when making updates to project plans, spaces, and sheets. Once you know to expect it, you can simply wait a few seconds before refreshing the page to see the updates you’ve made.

Onboarding: Onboarding was great, and we received the level of support we needed from Rocketlane. We had workshops to walk through the configurations, and then we independently configured what we wanted.

Knowledge base: In production, access to chat support and the knowledge base has been critical to our continued learning. It’s easy to find an answer or ask Rocketlane chat to help find a solution. They also offer webinars that give customers the opportunity to learn more together. The webinars are collaborative and helpful. Review collected by and hosted on G2.com.

UI: There are improvements to be made to the customer profile view. We frequently receive feedback from customers about the need to better leverage the full width of the screen, which would reduce how much they have to scroll. Some views, such as the Gantt view, also don’t show the entire timeline without requiring left-to-right scrolling. It would be more beneficial to see critical details at a glance without having to scroll horizontally. Additionally, a table of contents on the side would help users quickly jump to a section on a page rather than scrolling up and down.

Performance: Performance is acceptable overall. There is a minor lag to be aware of when making updates to project plans, spaces, and sheets. Once you know to expect it, you can simply wait a few seconds before refreshing the page to see the updates you’ve made.

Support: The one time we had to submit a support ticket, it was neglected and we did not receive clear steps for resolution. The ticket is still open, and it’s been one month since we reported the bug in the list view. Although we’ve asked multiple times, we haven’t been given a clear date for resolution or even a date for an update. We often get a “we will let you know as soon as we can,” but then weeks pass and we, as the customer, have to proactively ask Rocketlane Support for an update. Again, this is only one ticket we’ve opened, but it’s not the best look so far. Review collected by and hosted on G2.com.

What I like most about Rocketlane is the holistic view it provides—an overall, consolidated view of all the different projects currently running within an organization. It also highlights items that need urgent attention and clearly shows what’s overdue, which I find really helpful.

We are yet to onboard our client with Rocketlane so Ill reserve the reivew on that. Review collected by and hosted on G2.com.

When it comes to tasks, I think they need to be presented in a better layout so they’re easier to view and to look up. Right now, you can’t search for a particular task, and the swim lanes aren’t very intuitive to use.

We switched over from Jira, and for things we could do directly in Jira, we’re finding Rocketlane much more limiting. Overall, it hasn’t been as frictionless as I’d hoped, and I’m not sure Rocketlane is a better fit for how we manage tasks—at least not yet. I’m hoping it gets better in that dimension.

The initial setup was also a bit complex. We had to migrate tasks from Jira using Excel uploads, and even now not everything is fully complete. Some items are still incorrectly showing as open within Rocketlane.

It would also be great if the UI updated dynamically, without needing to reload the page to see changes within a sprint. Review collected by and hosted on G2.com.