Asana

Zoho Projects

ProjectManager

Paymo

Notion

A cloud-based customizable project management software with task management, time management, team collaboration, automation, and charts & reports. 

Zoho Projects is a low-cost project management app that offers an array of helpful features for business owners. Its simple and easy-to-use interface makes it perfect for managing projects from start to finish.

Zoho Projects offers a wide range of features that can help you to manage your work smoother and more efficiently. Some of the most popular include task management, time management, team collaboration, automation, and charts &amp; reports.

Task management lets you track the progress of tasks and key deadlines throughout the entire project timeline while time management ensures that all activities are tracked so that budgetary limitations are never an issue. Then, team collaboration helps teams stay on schedule by sharing materials quickly and easily between collaborators. Zoho Projects automation makes it possible for projects to run smoothly without any wasted time or mistakes. Lastly, charts &amp; reports provide essential information about progress towards objectives as well as insights into how various aspects of the project are performing.

With Zoho Projects, you can set up projects quickly and easily, and moreover, you have multiple ways to communicate with your team members. In addition to emailing and messaging, you can also use Zoho Projects&#39; chat feature for real-time collaboration. With deep configuration options available, you can fine-tune all aspects of your project settings to ensure that everything runs smoothly. Moreover, the time tracking tools in Zoho Projects are perfect for monitoring progress and deadlines both in terms of writing content and completing other tasks associated with a project. What&rsquo;s also great is Zoho Projects supports projects importing from other leading platforms like Microsoft Projects, JIRA cloud, and Basecamp.

Zoho Projects integrates seamlessly with other Zoho products like Zoho Sprints, Zoho CRM, Zoho Desk, Zoho Mail, Zoho Flow, etc. Also integrates with Google &amp; Microsoft&rsquo;s products suite, Github, Slack, Zapier, Zendesk, and many more.

Zoho Projects is an excellent choice for small and growing businesses because of its excellent features to price ratio. It has a number of powerful tools that are perfect for business owners who want to create, manage, and track their projects easily.

Benefits of Zoho Projects:

<ul>
	<li>Helps you to track the progress of your online projects and detect any deviations between planned and actual progress. This information can then be used to make necessary changes or improvements in order to ensure that your project meets expectations.</li>
	<li>Provides built-in integration with Zoho Invoice to automatically generate invoices from your timesheets, making it easy to keep track of expenses and billing.</li>
	<li>With its real time tracking feature, you can not only see all the tasks that are currently being performed, but can also see how much progress has been made on each one.</li>
	<li>Keeps all the necessary stakeholders on the same page by providing integrated document editing, collaborative reviewing and version control features.</li>
	<li>Offers top-notch data security by utilizing multiple layers of security safeguards, including two-factor authentication and encrypted file storage.</li>
	<li>Very rare downtimes, which minimizes the chance of any project delays or cancellations.</li>
	<li>Zoho Projects provides robust customer support that can help you resolve any issue quickly.</li>
</ul>

Zoho Projects has 3 pricing plans, including a free plan. Paid plans start at an affordable price of just $9 per user per month. A free 14-day trial is available on Zoho Projects&rsquo; paid plans.

Allow developing project plans and monitoring task schedules. 

Gantt Charts 

Automates routine tasks, and supports new automations development.

Tasks Automation

Module  Records every minute of hard work and other non-billable hours.

Timesheet

Lets you create personalized fields, statuses, layouts, and workflow.

Full Customization

Task reminders keep you updated with everything important.

Reminders

Supports team collaboration through feeds, mentions, chat, forum, docs, etc.

Collaboration Capability

monetization

Free

organizationtypes

Large Enterprises

platforms

Linux

Paid

Small Businesses

Windows

Features:

<ul>
	<li>2 Projects support </li>
	<li>Limited storage space</li>
	<li>Custom Status</li>
	<li>Gantt Chart</li>
	<li>Task Management</li>
	<li>Calendar &amp; Forums</li>
</ul>

Features:

<ul>
	<li>Unlimited projects support</li>
	<li>100GB of storage space</li>
	<li>Project Resource Utilization</li>
	<li>Custom Views</li>
	<li>Automate Tasks with Blueprint</li>
	<li>Advanced Task and Issue Reports</li>
	<li>Project Budget and EVM</li>
</ul>

Premium

Features:

<ul>
	<li>Unlimited projects support&nbsp;</li>
	<li>120GB of storage space</li>
	<li>Portfolio Dashboard</li>
	<li>Critical Path &amp; Baseline</li>
	<li>Global Resource Utilization</li>
	<li>Global Planned vs Actual</li>
	<li>Inter-project dependencies</li>
	<li>Custom Roles, Profiles &amp; Domain</li>
	<li>Custom Fields</li>
</ul>

Enterprise

Trello is a project management software that can help you to organize and track your projects. It has a visual interface that makes it easy to add tasks, cards, notes, and collaborators.

Trello is a very versatile project management software that can be used for everything from organizing your to-do list, tracking progress and milestones, and communicating with team members. It also has features like drag-and-drop tasks, filters for sorting projects by task category or file type, flexible collaboration options (including real-time chat), and customizable boards. Trello is particularly well suited for agile development methodologies because it makes it easy to move projects between stages without losing track of important details. You can also use Trello as a brain dump tool when you need to take notes on an idea or solution quickly. 

The platform allows users to customize and scale features when the business grows. It helps teams organize tasks, manage projects, and increase overall team spirits, and productivity - all in a single place. Trello also offers drag-and-drop functionality so that it&#39;s easy to add new tasks or cards to your board. This makes it simple for you to keep track of everything as it unfolds. Plus, due to its visual design, Trello is an intuitive tool that is easy on the eyes (so even non-techies can understand how it works). 

Trello seamlessly integrates with a wide range of applications and services such as Dropbox, Outlook, Slack, Gmail, Jira, InVision, Salesforce, Zoom Meetings, SurveyMonkey, and hundreds more&hellip; Trello offers a visual board where all team members can view the current status of each project, as well as upcoming deadlines and updates. This makes it easy for everyone to stay on top of assignments while minimizing confusion or overlap in work schedules.

Benefits of Trello 

Some of the most notable benefits of Trello include:

<ul>
	<li>It makes tracking and managing tasks simple and easy. You can also use it to manage projects of any size and complexity.</li>
	<li>Provides you with a visual representation of your project so that you can track progress and make changes as needed.</li>
	<li>Has a built-in chat feature that helps in communication between team members.</li>
	<li>Use Trello&rsquo;s built-in automation system to create foolproof processes, set commands for action, run commands, and more. </li>
	<li>Helps manage users in real-time, and also assists in controlling content management permissions with ease.</li>
</ul>
 

Trello currently offers mobile applications for iPhone and Android, and also an open API to create extensions and plugins. Additionally, users can use stickers on boards and cards to express themselves. Or use over 800 emojis in checklist items, comments, descriptions, etc. In regards to the pricing, Trello offers a free plan, with the basic plan starting at $5 per month per user, when billed annually. 
​​

Allows users to integrate with over 200 apps and tools like Salesforce, Slack, etc. 

Unlimited Power-Ups 

Offers access to real-time insights and helps communicate with teams about progress. 

Dashboard View 

Allows users to view tasks and projects across boards and workspaces in a spreadsheet-type list. 

Workspace Table View 

Displays due dates, start dates, etc to know more about your projects and to-do list. 

Calendar View 

You can easily track your finances while planning and executing projects.

Budget Management 

Define specific goals for each task, assign due dates and milestones, etc.

Goal Management 

Trello

Features:

<ul>
	<li>Unlimited cards</li>
	<li>Up to 10 boards per Workspace</li>
	<li>Unlimited Power-Ups per board</li>
	<li>Unlimited storage (10MB/file)</li>
	<li>250 Workspace command runs per month</li>
	<li>Custom backgrounds &amp; stickers</li>
	<li>Unlimited activity log</li>
	<li>Assignee and due dates</li>
	<li>iOS and Android mobile apps</li>
	<li>2-factor authentication</li>
</ul>

Everything in Free, plus:

<ul>
	<li>Unlimited boards</li>
	<li>Advanced checklists</li>
	<li>Custom Fields</li>
	<li>Unlimited storage (250MB/file)</li>
	<li>1,000 Workspace command runs per month</li>
	<li>Single board guests</li>
	<li>Saved searches</li>
</ul>

Standard

Everything in Standard, plus:

<ul>
	<li>Dashboard view</li>
	<li>Timeline view</li>
	<li>Workspace Table view</li>
	<li>Calendar view</li>
	<li>Workspace Calendar View</li>
	<li>Map view</li>
	<li>Unlimited Workspace command runs</li>
	<li>Admin and security features</li>
	<li>Workspace-level templates</li>
	<li>Collections</li>
	<li>Observers</li>
	<li>Priority support</li>
	<li>Simple data export</li>
</ul>

Everything in Premium, plus:

<ul>
	<li>Unlimited Workspaces</li>
	<li>Organization-wide permissions</li>
	<li>Organization visible boards</li>
	<li>Public board management</li>
	<li>Multi-board guests</li>
	<li>Attachment permissions</li>
	<li>Power-Up administration</li>
	<li>Free SSO and user provisioning with Atlassian Access</li>
</ul>
​​​​​

TeamGantt is a high-rated cloud-based Gantt chart and project planning solution which packs in task-level communication and file sharing.

TeamGantt is a powerful and easy-to-use Gantt chart solution that allows you to create stunning presentation-quality Gantts charts in minutes, without any programming. It also offers a wealth of features for project planning. You can add tasks and dependencies, set alerts for deadlines or stages, track progress from multiple perspectives (client, activity, task), print PDFs or export your charts as images for use on social media or website pages. 

TeamGantt is a versatile Gantt chart maker software that allows you to keep all conversations and documents in one place. This makes it easy for everyone on your team to stay up-to-date with the progress of projects, and eliminates the need for multiple emails or files spread across different platforms. TeamGantt can also help you to create stunning and effective project schedules. It features intuitive task management, communication between team members, file sharing, and time tracking. Moreover, it allows for the easy delegation of tasks and alerting of stakeholders when tasks are due. As a result, TeamGantt helps to streamline your workflow while providing accurate status updates on all projects. 

TeamGantt is an essential tool for any project manager, as it allows them to see what team members are working on any given day, which can help ensure that everyone is on track and not delaying the completion of tasks. Additionally, it provides a visual timeline that shows progress and deadlines so that everyone knows where they stand. The software also includes built-in reports that allow you to analyze data and make adjustments as necessary.

TeamGantt works for enterprises of all sizes in niches like marketing, digital agencies, event planning, construction, manufacturing and HR. TeamGantt features built-in integration support for software like 

Google Calendar, Gmail, Jira Software Cloud, Microsoft Teams, and Microsoft Excel. There is even an API support to connect with other third-party apps. 

Benefits of TeamGantt

<ul>
	<li>Allows switching to and viewing projects across gantt charts, kanban board, or calendar views with a single click.</li>
	<li>Features simple, and easy-to-use drag &amp; drop scheduling for tasks management. </li>
	<li>Organizes all the important information like tasks, documents, and conversations in a single centralized hub, which makes it super easy for all team members to quickly discover required files, chats, and updates.</li>
	<li>Packs in resource management capabilities that provide team availability information before scheduling and assigning project tasks, letting management see who is occupied and who is free with just a single quick glance. </li>
	<li>Cloud-based means that TeamGantt works equally well for keeping remote teams in sync, updated, and productive. </li>
	<li>Features easy-to-access availability tab for managing resources, budget, workloads &amp; team availability. </li>
	<li>Allows viewing and sharing project updates and documents quickly and easily with both internal and external stakeholders.</li>
	<li>Makes it possible to compare original timeline projections with the actual timeline of the project with a baseline report.</li>
</ul>

Regarding pricing, TeamGantt offers a one free version with limited features, and two other paid options. Premium plans&rsquo; pricing starts at $19.90 per month per user. TeamGantt also offers a free 30 days trial on its paid plans.
​

Allows changing dates, reordering tasks, and adjusting timelines in a single click. 

Drag & Drop  

Provides all project reports on a single view, including those falling behind.

Portfolio Views & Reports 

Save time and effort by leveraging reusable project plan templates. 

Reusable Templates  

Prioritize how the tasks should be completed by setting up the order. 

Project Dependencies 

Allows uploading all sorts of documents or files to any project or to an individual task.

File Storage  

 Leverage filters to clear off large projects' complexity and view only the tasks you want to see. 

Filters

TeamGantt

Top Features: 

<ul>
	<li>1 project</li>
	<li>3 users</li>
	<li>60 task limit</li>
</ul>

Free 

Teamwork is one of the leading work and project management software that helps in organizing and tracking tasks, communication, and progress of a project.

Teamwork is a project and team management software that helps businesses manage projects more effectively. This platform offers features such as resource planning, task tracking, communication tools, status updates, and reports. It can be used to coordinate the work of multiple teams within a business or to manage contractor relationships. Additionally, it provides access to resources such as freelancers and contractors who are registered with the system. Teamwork makes it easy for employees to report issues or ask questions related to their work tasks. The software also allows managers to allocate resources according to deadlines and priorities while keeping track of expenses.

Teamwork can be used to assign tasks and manage deadlines, generate reports on project status, share files securely between collaborators, collaborate on documents in real-time, set up alerts for when specific milestones are reached or changes have been made, and more. Using this platform, you can easily manage your teams, clients, and freelancers, and see everything in a single place. Additionally, the platform offers a wide range of advanced features including resource allocation, time tracking, and budgeting to run your business smoothly. You can also add extra aspects such as Desk, Chat, CRM, and more to your existing PM set-up. 

Currently, Teamwork integrates with a wide range of third-party applications, and services such as Paypal, Google Drive, Microsoft Excel, Slack, Trello, Gmail, Google Forms, MailChimp, Asana, Jira, Basecamp, and more. 

Benefits of Teamwork

Some of the most notable benefits of Teamwork include:

<ul>
	<li>Teamwork helps in resolving any issues that might arise during the project.</li>
	<li>Leads to better communication and coordination between team members.</li>
	<li>Creates synergy and feedback loops that lead to better results.</li>
	<li>Helps in reducing communication and coordination costs. It also leads to better decision-making as everyone on the team is aware of the entire situation.</li>
	<li>Improved communication and coordination lead to reduced errors and improved productivity.</li>
</ul>

Under the reporting capabilities, Teamwork offers a variety of options such as Filters, Dashboard, Project Updates, and Task History. Filters help view project information via various customized lenses, Dashboard helps build personalized dashboards for displaying key project metrics, Project Updates helps managers add status updates to existing projects, and Task History helps track changes to tasks with ease.
​​

Write/share content using Notebooks on various projects and update changes accordingly.

Notebooks 

Assign individual owners to individual tasks for clarity and accountability.

Project Owner 

View Helps map your workflow with ease to see task status and helps automate processes.

Kanban Board 

Gives full visibility to your tasks and helps avoid bottlenecks to create project workflows clearly. 

Gantt Chart 

Track the status of tasks and engagements across different time zones. 

Calendar Management 

Provides feedback on individual/group performance and helps to identify areas for improvement.

Performance Management 

Teamwork

Features:
<ul>
	<li>​​​​​​​​​​​​Basic Project &amp; Task Management</li>
	<li>Milestones</li>
	<li>Messages</li>
</ul>

<ul>
	<li>20 Project Templates</li>
	<li>Time Tracking &amp; Invoicing</li>
	<li>Agile View with Workflows</li>
	<li>Teams</li>
	<li>Integrated Team Chat</li>
	<li>Unlimited Free Client Users</li>
	<li>Collaborative Document Editor</li>
	<li>Tableview</li>
	<li>Intake Forms</li>
</ul>

Deliver

Everything in Deliver, plus:

<ul>
	<li>50 Project Templates</li>
	<li>Custom Fields</li>
	<li>Project Portfolio Workflows</li>
	<li>Workload Resource Mgmt</li>
	<li>Resource Scheduling</li>
	<li>Project Time Budget</li>
	<li>Utilization Reports</li>
	<li>Hubspot Integration</li>
</ul>

Grow

Everything in Grow, plus:

<ul>
	<li>Profitability Report</li>
	<li>Unlimited Financial Budgets</li>
	<li>Advanced Resource Scheduler</li>
	<li>Unlimited Projects</li>
	<li>Unlimited Project Templates</li>
	<li>500GB Storage</li>
</ul>

Scale

Asana is a comprehensive project management and work management software that helps in streamlining the process of managing projects.

Asana is one of the best project management software that is designed to help businesses manage their teams&#39; projects and tasks with ease. This software can help you organize your projects, tasks, deadlines, collaborators, and more. It also provides helpful features like tracking progress reports and overviews of your work in real-time. One important aspect to consider when using this tool is its collaboration feature. This allows multiple people to work on the same project at the same time and makes it easy to communicate with team members about updates or changes. Additionally, Asana, which comes with an easy-to-use and Kanban-style user interface keeps all data confidential so that you don&#39;t have to worry about anyone unauthorized viewing or editing your files. 

Users can access this platform wherever they are, via the web, or mobile. This helps you keep track of your team&rsquo;s work, and stay focused on business requirements. Also, users can set up different projects by bringing together all team&rsquo;s work in a shared space. The platform also allows users to break down the workloads into doable tasks, and gives teams/individuals ownership, with a due date. Also, it offers the ability to communicate with your team members by commenting, linking, or attaching files to tasks directly, and get updates for the same delivered to your inbox. 

Asana currently offers a wide range of workflows such as Creative Production, Request Tracking, Campaign Management, Agile Management, Remote Teams, and more. For example, from creating animations to video editing, to web development, creative production helps teams brainstorm, distribute, and produce with ease. While request tracking helps teams organize, collect, and deploy requests on top priority. Using this feature, they can contact legal reviews, customer feedback, order meals, manage workplace requests, and much more. 

Benefits of Asana 
Some of the most notable benefits of Asana include:

<ul>
	<li>IT departments can manage everything in one place - from addressing help desk requests to opening a new office. </li>
	<li>Use Asana&rsquo;s Work graph to create, and coordinate between teams and departments in regards to tasks and projects from a single platform. </li>
	<li>The timeline view allows users to see how their individual projects fit together to meet deadlines. </li>
	<li>Set and streamline tasks and project goals to avoid duplication, and strengthen the cross-functional collaboration among teams. </li>
	<li>You can create projects, and provide access to teams, or the entire organization in case of critical works, or even make them public. </li>
	<li>Admins can add, remove, or manage member access by enforcing passwords. Offers additional controls with Admin API, and SAML for Enterprise customers. </li>
	<li>Asana integrates with a variety of tools such as Slack, Microsoft, Github, G Suite, Zoom Meetings, Canva, MailChimp, Adobe Creative Cloud, and many more. You can also track your projects and stay updated on the go with Asana&rsquo;s mobile application. </li>
</ul>

Allows users to organize key work such as tracking tasks, and sticky notes across every stage. 

Boards

Take action when needed by clicking on data points to drive to underlying tasks, and projects. 

Charts & Graphs

Allows users to switch between calendars and lists, and view or sort/filter by date.

Team Calendar 

Manage multiple tasks and projects and take care of work requests with Asana Forms.

Forms 

 Teams can use/reuse templates for all their projects, or even create and save new ones.

Templates

You can automate routine projects/tasks using Rules and focus more on strategic work.

Rules 

Features:

<ul>
	<li>Unlimited tasks</li>
	<li>Unlimited projects</li>
	<li>Unlimited messages</li>
	<li>Unlimited activity log</li>
	<li>Unlimited file storage (100MB per file)</li>
	<li>Collaborate with up to 15 teammates</li>
	<li>List view projects</li>
	<li>Board view projects</li>
	<li>Calendar view</li>
	<li>Assignee and due dates</li>
	<li>Project Overview</li>
	<li>Project Brief</li>
	<li>iOS and Android mobile apps</li>
	<li>Time tracking with integrations</li>
	<li>100+ free integrations with your favorite apps</li>
</ul>

Free forever

Features:

<ul>
	<li>Timeline</li>
	<li>Workflow Builder</li>
	<li>Unlimited Dashboards</li>
	<li>Reporting across unlimited projects</li>
	<li>Advanced search</li>
	<li>Custom fields</li>
	<li>Unlimited free guests</li>
	<li>Forms</li>
	<li>Rules</li>
	<li>Start dates and times</li>
	<li>Task Templates</li>
	<li>Milestones</li>
	<li>Admin Console</li>
	<li>Private teams &amp; projects</li>
</ul>

Everything in Premium, plus:

<ul>
	<li>Portfolios</li>
	<li>Goals</li>
	<li>Workload</li>
	<li>Custom rules builder</li>
	<li>Forms branching &amp; customization</li>
	<li>Approvals</li>
	<li>Proofing</li>
	<li>Lock custom fields</li>
	<li>Advanced integrations with Salesforce, Adobe Creative Cloud, Tableau, Power BI</li>
</ul>

Business

Asana Enterprise

Rocketlane is a leading collaborative customer onboarding solution that provides businesses with the ability to easily and seamlessly merge online and offline customer data. This helps businesses in terms of increasing conversion rates, improving retention rates, and reducing churn. The software also allows for enhanced communication between customers, agents, sales reps, support staff members, and executives by automating customer feedback surveys. In addition to this centralized communication platform, Rocketlane offers actionable insights so that everyone can understand what&#39;s driving positive or negative behavior within your customer base. 

The platform offers comprehensive tracking capabilities so you can see which steps are taking longer than expected, or which interactions are generating high levels of engagement. Plus, it provides automated notifications when new accounts have been created or updates are made to existing ones. This powerful tool makes it easy for companies to deliver an exceptional customer experience from start to finish, and it helps reduce churn rates by providing a smooth transition into your business system. You can see how many customers you have onboard, the percentage of active users, and more. This will help you to identify any problems or issues early so that they do not impact your overall project success.

Rocket lane has been designed for small to medium-sized businesses (SMBs) who want to address the challenges associated with providing excellent service while keeping costs low. With its easy-to-use interface, Rocketlane makes it simple for companies to manage all aspects of customer onboarding in one place.

Benefits of Rocketlane:

Some of the most notable benefits of Rocketlane include:

<ul>
	<li>Lets you measure the effectiveness of your customer onboarding strategy.</li>
	<li>CSAT assists in setting milestones and tracking progress towards them.</li>
	<li>Status updates help you keep track of the progress of your customer onboarding process.</li>
	<li>It keeps track of all the customer interactions so that you can understand how they are feeling about the product.</li>
	<li>Offers a dashboard that helps you keep track of the status and progress of your customer onboarding process.</li>
</ul>

Rocketlane has a &lsquo;Try for Free&rsquo; option that allows you to test the functionality and functions of the product before purchasing it. Each team member&#39;s monthly (annually billed) basic plan costs $19. Jira, Salesforce, Zapier, and other major platforms are integrated with it.
​​​

Helps you to connect with and interact directly with your customers.

Client Portal  

Lets you track the progress of your interactions and collect feedback.

Customer Experience Management 

Lets you respond in a timely manner to positive or negative incidents.

Feedback Management 

 Makes it easy to identify problem areas and make necessary changes.

Reporting Function

Create customized user-profiles/guides for new customers for an efficient onboarding process. 

Template Management 

Assign specific users or groups rights and access to different parts of the system.

Role-Based Permissions 

Rocketlane

Features

<ul>
	<li>Branded Customer Portal</li>
	<li>Project and Document Templates</li>
	<li>Customer approvals</li>
	<li>Customer login via magic link</li>
	<li>Status updates</li>
	<li>Timesheets</li>
	<li>Time tracking report</li>
	<li>Project Chat</li>
	<li>All Tasks view (Gantt, List, Kanban)</li>
	<li>Zapier Integration</li>
	<li>Actionable emails</li>
	<li>CSAT</li>
	<li>CSAT Reports</li>
</ul>

Professional

Everything in Professional, plus

<ul>
	<li>Task custom fields</li>
	<li>Project custom fields</li>
	<li>Task custom statuses</li>
	<li>Salesforce integration</li>
	<li>Project baseline (Coming soon)</li>
	<li>Jira integration</li>
	<li>Custom domains</li>
	<li>Project performance report</li>
	<li>API</li>
	<li>Custom dashboard</li>
	<li>Merge templates</li>
	<li>Dynamic templates</li>
</ul>

Everything in Premium, plus

<ul>
	<li>Premium support</li>
	<li>Custom Onboarding and training</li>
	<li>API - Advanced rate limits</li>
	<li>Custom email domain</li>
	<li>Single Sign-On (SSO)</li>
	<li>People performance report</li>
	<li>Unlimited Automations for Salesforce integration</li>
</ul>
 
 
​​​​​​​

Overall experience is good. I think its a great tool to collaborate with the customer and give transparent overviews on status quo and remaining tasks.
You can definitely see that it has just recently started because of missing features that would help us even more. But they add new features on a regular basis and we can always give feedback. I very much enjoy the Status Updates which I use for our Weekly customer meetings. I also find the internal notes and tasks great so we can have all tasks in one - the ones the customer needs to know about and the ones that are just for us internally. Its still missing a few features. I would for example like to order tasks in the project board by drag and drop. This is not doable yet.

Overall experience with team really good, i think less than 1 week we did the implementation. Rocketlane team has also given training to team. 

Great job [SENSITIVE CONTENT] There are various things which i liked in the application 
- Private space which i can use for actionable within team, same is not visible to client 
- Use this application to have conversation with client (chat tool too)
- Easy to attach documents 
- Project also have sub task activities (Child -Parent relation) 
- Overall project status with delay activities 
- Reminders for the project (next and delayed task) 
- Play with % of completion with task and subtask and many more Nothing as such but yes, i must say i wanted more charts and reports

We are using Rocketlane to accelerate our customer's onBoarding projects and facilitate issue managements with existing clients. I really like the Presenter mode, which allow me to show my customers what the project is going to look like, within a synthetic view.
I also love the possibility to generate status reports directly from the tool, with a simple click & drop of recently completed or blocked tasks. I use project phases for projects with clearly defined tasks but I'm currently missing the opportunity to define custom tags to easily build group of tasks later inside the Kanban board for example

It haas been a breezy affair handling projects, tracking tracks and engaging customers to have complete overview on the project with respect to timelines and other tasks aligned. One stop solution to have complete overview on the projects aligned and the timelines prescribed. Really crisp and handy to use. Rocketlane is definitely evolving. Nothing that seems missing but lil more automation would really make RL a super tool to use. Just nitpicking ,but timesheets can be more easy to fill in.

I had a very good experience so far by using Rocketlane. We use this product for Work Flow management in our organization and I'm very satisfied with the features available in Rocketlane which is very user friendly. I would like to call it - Simple but Powerful! Overall, the whole product looks great according to the UI part and also very user friendly. Security-wise also Rockletlane is up to the mark The part where we can attach documents can be improved.

We love using Rocketlane's external view of the project so we can share with our Customer and keep specific tasks internal vs external. Rocketlane allows us to control our branding and onboarding experience better than competitors. Rocketlane is new to the scene and thus some of the features will be fresh and rusty. Transfering from Asana just took a little bit of getting used to you. They have a great Care team and resources which eliminate these concerns.

Had made make life easy for me as a project manager, the repeated task can be automated with guidance and tracking. Also saves huge amount of time. Ease of use, ready-made templates and documents make life easy of project manager, the repeated task can be automated with guidance and tracking. None as such, roacketlane team is helping us with each step in case we get stuck somewhere either with a query, issue, or requirement enhancement.

The team has been amazing to work with. Rocketlane has all of the core features you would expect from an implementation provider, and then some. I especially like the Magic Link sign on process, and the ability to add Spaces, where you can collaborate further with users. We are looking forward to further customization abilities with the platform.

It has been great so far and our customers love it We really like how we can track documents, the status of tasks and communication in one place instead of using various tools
 Everything is great so far. Sometimes when we have to change timelines for a task it is a little bit time consuming as we have to manually update the times for the subtasks

Rocketlane has enabled our business to take our onboarding process to the next level. Clients love the UI and the clear way it communicates project milestones. The onboarding feature and reporting is very cool. I love the clear way in which you can assign tasks to internally and to clients I haven't come across a negative yet for this platform

The product is very easy to use and it helps in making the Onboarding experience awesome for all the stakeholders (Implementation team, CSM and Clients). There is an in-depth documentation of all the events and thus gives huge amount of clarity to all the parties involved. None that I can think of at the moment.

it has been positive so far The process has been seamless and organized after adopting Rocketlane for onboarding our customers.. the visibility at different phases gives us the flexibility to act according to the need of the hour. Nothing in particular so far. Things have been going well.

The customization and client look and feel is highly favorable. The onboarding program is rich and ensures you understand the product. This question is should be optional. I am not sure I have one because the team is open to feedback.

Easy to use and visualize as per standards, real-time tracking and updating of data is possible. 
Friendly notifications and reminders can be enabled and reporting can be done. Can be made more robust and drag and drop enabled.

It is a good tool for project management activities Ease of use; Customer engagement; Visually appealling Not an easy tool to track issues/bugs in QA or UAT stage ; Sometimes changing dates in any task becomes cumbersome.

The user experience of Rocketlane is one most fascinating thing about the product and also UI is one of the best that one would come across. Nothing as of now since this is one of the best product that I have come across.

Easy to use, simple to set-up and a good team to deal with It's a pretty new piece of kit and there's additional features being added regularly and right now there are some gaps but they're being filled quickly.

Good, easy to use software. Easy of use
Customer Support
Visibility for customers Nothing really. 
It would be helpful to have a team for adoption of the software in the customers ecosystem.

1) Project assignment
2) Sending mails for the pending work to do particular employee internal team discussion tools like telegram, slack.


Before I get into what I like about this product I feel it is important to set the context of my roles which in turn will add more context to how Roketlane adds value. Having started as a Solutions consultant as part of the Pre-Sales team in 2019, Implementation & customer onboarding was part of my crucial everyday tasks. Now I am an Account executive in the Sales Org (Not your ideal target user of Onboarding and Project management tools) helping customers find the best solution. These are some of the key things I like about Roketlane from my perspective: 



1. It's my source of truth for all Implementation/Onboarding related activities - Helps me keep an eye on the implementation progress of newly closed accounts. Makes it easier for me to plan the ideal check-in time with the customers to have a debrief and potentially source a case study. 



2. Positive impact it has on our customers to know there is a dedicated platform used just to enable the best & fastest route to Go-live/Project completion. Giving them visibility into the onboarding status as well.



3. Steady improvement in overall implementation/project management. 
Since my role does not require me to explore and use all the feature sets of Roketlane I would not be the best judge on their individual feature sets. The User Interface was not very easy to get used to initially. 
- Easily track the status of Onboarding of Accounts on a dashboard in real-time

- No follow-ups with team members are required for status updates on the onboarding. 

- Improvement in the overall implementation experience 


Very nice look of the portal, professional, user firendly, logical layout, good navigation, self-explanatory. Easy to invite customers and share project plan and project activities, great overview on the timelines! 
Missing some features and needs more development/enhancements:

1) Need to build in the tool  the view of orginially planned project dates vs actual dates, so you can see the gap. 

2) Status reports need to include project overview graphics, status report needs to be exportable 

2) Status reports need to be emailed also to PM with an option for customers to reply to the report email that comes to PM.

3) Would be nice to add  Project Action tracker functionality where Project action items will be captured in one sheet/table and updates can be made by PM and customer.

4) Need to set up Filter to search Project by PM.

5) Time sheet functionality can be improved: to add edit option for activities created. 
RocketLane helps to share with customers project status, project plan, and all related activities. Keeps customer and PM on track, provides access to latest project status, reminds of due tasks. 


combination of Customer Onboarding Project set up and feature of project management like phases , tasks , timeline view enabled to help clear visibility of the project progress 
Unavailability of program or portfolio view, flexibility to export concise project details and timelines. Can be finetuned to map for advanced Project handling 
Good tool for Onboarding or even managing Projects. Provides both a waterfall view and a Kanban view of deliverables with timeline mapping. The time management helps to manage billable hrs for each customer project. Very simple and easy to integrate with JIRA and Salesforce. Navigation is made easy and the Overview page helps largely to know the overall Project Health at a glance 
Customer Onboarding and time management for each project. Overall pipeline view of POC`s , and onboarding. Visibility of Project status and overall Project Health 


Timesheet filling is the best part here, it helps the executive and manager track every single second spent on each task. Easily we can create tasks for each project as per our needs and we can also select that task type like a public task that can be visible to everyone or a hidden one that can help us to track our progress internally. 
It lags when you move between tasks in the project section under any project. Sometimes finding your name under your organization project will be difficult because of lots of users/ e+employee in the organization. For this, we can have the search option to find yourself. 
It's solving the daily briefing problem to the manager, through Rocketlane manager can come and check my daily work, briefing and progress in a single area. By rocketlane my clients can also see the task and project progress under the project that is shared with them. 


Creating Templates, Checkpoints and Tracking the overall progress in easy to use UI 
Company Logo size should be optimized in proper proportion 
Onboarding and real time tracking. Easy to add templates as per the onboarding segment, and it gives the real-time status of the overall progress. 
Hi Piyush,



Thanks for taking the time to leave us a review. Our team and especially our design team will be happy to hear you say that we have a great UI. I think so too :)



We appreciate your feedback on logo size to be optimized to proper proportions. Our team looked into this and they have addressed the logos to be displayed properly. Please do let us know if you have any suggestions or if there's anything else we can help you with over the in-app chat or through email at care@rocketlane.com.



Thanks again for your review.



Arun Tamilarasan


The visual aspect of where we are and where we're going on a project. It helps clients stay accountable to their share of the work needed to complete a project. It's also so motivating to see the email updates roll in about the status updates on parts of the project. 
The email updates could contain more information (again, the visual component of the software is amazing and I wish this was carried through on the email updates). 
It's a general problem that clients forget to hold up their end of the workload. We can only do so much without the documents, numbers, and input from them. Clients are more responsive thanks to the visual aspect of Rocketlane which ties together the implications of missing a deadline with the final timeline of the project. 


- Customer View/CX aesthetics and features are engaging

- Task level conversation that preserves context and is key to focused communication

- Notifications that are comprehensive and customizable

- Bult-in CSATs 
As a budding product, there are some expected features that are either absent or not fully developed.  The team at Rocketlane has been responsive which has resulted in the release of new features and others prioritized on their roadmap 
We have moved away from managing projects in spreadsheets and now operating in a systematic way with Rocketlane templates which we can track project progress and gain data driven insights and trends 


The project status completion automation for notifications 
Spaces in RocketLane should allow users to upload documents from the local drive 
Onboarding tracking of completion of courses for new joinee 
Hi Swapnil,



 Thanks for taking the time to leave us a review. 



I am happy to share with you that we are in the process of launching a files feature where you can upload files and documents from your local drive and add them to your projects. What's more - you can share these files internally and with your customers as well. We will reach out to you once this feature is available.



Thanks again for your review.



Arun Tamilarasan


The feedback provided is connected to the service received while implementing the software. The response time on chat is very quick, helpful and professional. Everyone I have talked to so far has been very courteous and expeditious. We did a zoom this morning to look at the issue I was experiencing. So far, the system is pretty intuitive and easy to utilize. 
So far, there is nothing I dislike. I haven't utilized the product long enough. 
We needed a solid Project Management software that would have all the information we need under one roof for our implementations. 


Able to track timelines. Gives a better picture of endstate 
update of cards without getting into it. leadds to miultiple back and forths for making progress update. Progress update should be on UI. Requires some automation like auto grannt chat update if project delayed by x days. Sheet stored on cloud so collaboration could be easier 
timeline capture. what needs to be done next 
You can now update status on cards from the board view clicking on the status! We've also automated moving tasks based on dependencies when you shift any tasks. Hope this helps :)


Rocketlane acts as the best reminder and follow-up tool for all projects by segregating each project into tasks/milestones. Starting from the customer onboarding to managing follow-ups, Rocketlane has been a great help! 
Initially wasn't too user friendly but post the onboarding calls with their team, it's taken a turn for the better. 
Had to manually feed in reminders and checklists for customer onboarding. Very time-consuming! Looping in new members to a project becomes easier as well since they're able to pick up right where it is required. 


Easy to Use

User Friendly

Better User Interface

Ease in creating Templates

Simple project setup

Simple Client Onboarding

Custimozed Domain Name

Custimozed Email Name 
Time Sheet Management can be updated.

Project status can be increased.

Task status can be increased.

Option to export chats should be available.

In-App notification alerts can be improved 
Rocketlane provides an easy to use management tool. 

Beneficial for managing and tracking project journey at each phase.

Easy Client Onboarding.

Positive client feedback. 


That everything is at the birds-eye view.  The communication with the client is direct and seamless. 
Sometimes it gets unclear on tracking the user journey. Like for me, it is confusing whether I need to create a task first or the project. 
The major problem we were facing before rocketlane was that the communication with the client was scattered.

And the documentation was also not in place. 



The benefits Rocketlane came with was a one-stop destination for all the problems. 


The UI is great, very intuitive.   It's also great to onboard into the product you will use for onboarding.  Seeing use cases and roolout before even setting up your own instance is a nice value. 
No mobile functionality is disappointing (our customers tend to live on mobile and/or email, we use the email functions).  Native hubspot integration would be nice 
Our onbaording process was very manual and non-visible.  Makes it easy to set expectations within our own product 


I am able to filter Tasks that have been assigned to me in an easy manner. 
I am not able to see "Customer Name" and other Custom Fields in the list of my tasks. 
Have a clear vision of what you want before you start using Rocketlane. Else it will be chaotic. 
I am managing my Customer Success project with Rocketplane. It has helped templatise our Projects and sync their progress very conveniently. 


Internal task management becomes very comfortable and easy. 
The current update/history is not visible under the task tab. 
This is the best tool to handle projects with internal stakeholders. 
Dashboard of rocketlane helps me to highlight the pending or upcoming critical points details under a single tab and also helps us with the space to keep the documents in one portal. 


The clear understanding of work separation for each teammate and clear depiction of dependency to them. 
Option to change logo in the task should be there. 
To give a clear picture to clients where their input is required and without specific details, we cannot move ahead. Clients are able to monitor the development. 


Simple & easy user interface and has all the functionalities on managing projects. 
None, so far all the requirements meet the expectations. 
Having the tasks visibilities with the dateline in graph form, provide transparency to the project team on the project performance if able to meet the dateline. 


Rocketlane is straightforward to navigate and self-explaining. The user experience from the project-lead to the customer perspective is great. 
There are a few bugs here, and there that need some fixes. 
Its effortless to create a new project plan and commit the customer to deadlines. 


Rocketlane has great Usability  of all the options 
I think a few cosmetics like cloning a task multi- select on tasks are missing and can really be helpfull 
We are managing short to long term projects with multiple teams collaborating to provide quality delivery. 


The overall project overview tab gives us a clear picture of the project status 
Nothing that comes to my mind immediately 
It provides much-needed synergy for the teams and increases the overall efficiency as it helps in quick collabration 


Timesheet Management was the best thing i liked about rocketlane 
I don't have anything which is didn't like 
It was nice to use. 
Tasks are clear and specified and can be tracked easily. 


Timeline indication and Description to add information 
The only the project owner has access to update project info 
Addressing timeline and real-time update on projects 


Collective view and experience of UI to manage and track work items 
Need to be better on time tracker of tasks and activities 
Managing and tracking project milestones 


Nice interface breaks down the timeline simply easy to share 
Need additional training and standard templates 
Visibility in project timelines 


While using Rocketlane, I found the interface learning steps straightforward to understand. In addition, their templating system helps to create a streamlined process right at the start of signing up. Although I found my way around rather quickly, the onboarding team from RocketLane did a fantastic job showing me the "hidden" or "less know" elements of the software that I did not know about until speaking with them. I do not doubt that someone with less tech/ interface knowledge would be able to learn the program quickly with their support. 
I wish the functionality between the internal and client-facing dashboards were a bit more streamlined. For example, in Rocketlane, you can view your client's dashboard, but it only shows you a preview. If you wanted to "test" your system, you would need to create another login, sign in on another browser, and then go through the process as a "client." I feel Rocketlane could do a much better job allowing admin users to preview and "onboard" themselves to preview their system.



Second, Rocketlane is a powerful tool with lots of features. However, access to these robust tools comes with a pricing premium compared to other "project management" tools. Therefore, if your business only plans on using some features, this option might not be the best unless your team plans on using all of its offerings, like time tracking, templates, forms, quizzes, client dashboards, etc. 
Rocketlane has allowed my business to become semi-automated right out of the gate. With this tool, my company can onboard new clients (and team members) incredibly quickly without needing emails, calls, and other forms of communication. The custom templates you can build inside Rocketlane have also helped my business become more streamlined. The possibilities are endless with the type of templates you can create and use over and over for your clients. Plus, the plan I selected allows unlimited clients, so we never have to worry about user account issues. 


A few things that I like very much about Rocketlane are,



1.  The UI - Easy to use and navigate



2.  The Customer Portal - You can keep your customer updated in realtime. They can access a separate portal to keep track of things



3.  The ability to present the project plan to the Customer - There is a presentation option that lets you showcase your project plan to your customer right from the Rocketlane instance without having to prepare a separate PPT



4.  Repository of Documents - All the collaterals can now be in one place. 
It's not that I dislike it, but a couple of changes that I would like to see are as follows,



1.  Storage limit is 25 MB at this point; it can be updated to, say a few GBs



2.  Ability to create "View Only" kind of access (That doesn't consume your license) that can be given to people at the management level to check the reports/overview. 
It's streamlining our Onboarding process big time!! It lets us create projects/tasks and helps all the stakeholders keep track of progress. The beauty of this is that you can assign tasks to the respective person responsible for taking them to completion. 
Hey Karthik,



Thank you for taking the time to write such a detailed review. We're glad you're enjoying your Rocketlane experience. Did you know you can attach any number of files to your projects? While the size of each file has a set limit of 25 mb, we don't have a limitation on the number of files that can be uploaded. 

We're also working on a few interesting features, one of which is custom roles with view-only access. We can't wait for you to try these once we release them. 

Feel free to let us know if you have any questions, we are available round the clock and you can simply reach us at care@rocketlane.com



Cheers,

Swathi | Team Rocketlane



We always want a Project Management software where we can manage our Projects easily and track the tasks without any hassle. Rocketlane software is the perfect software for us to manage and update our tasks and Projects.



Few special features that I want to mention in Rocketlane are-

1. Notification - We get all the notifications in the Rocketlane app and in the email as well of all the updates and communications that we do with our clients.

2. New Project - Creating a New Project is quick and easy.

3. Report - Reports come out in detail.

4. Overdue - Overdue is a great feature to track overdue tasks.

5. Project Plan - We can create the Project Plan according to our client's requirements.

6. Spaces - Spaces is a good feature to send across the sign-off sheet to our client once we complete the Projects.

7. Chat - We can do live Chat with our clients through the Rocketlane chat feature. Private chat is for Internal chat and General chat is for client chat.

8. All Files - Projects-related files can be uploaded in All files sections which can be accessible for us and for the clients as well. 
At starting when the software was new, we face some slowness issues but that is now rectified by the Rocketplane team and the slowness issue is resolved. So there is nothing to dislike about the Rocketlane software. 
The best benefit is the support that the Rocketlane team is giving whenever we required it. There is a chat with us option available in the Rocketlane app by which we can do chatting with the Rockeltane team if we face any issue or we have any query regarding our Projets and the response is so quick.



I will definitely recommend this software as it has all the features that a company wants for their employees to manage their Projects. 


Rocketlane is easy to use with ways to customize for your organization. You can add as many tasks and as many milestones as you need for each project. You can add as many projects as you need. 



The best thing about Rocketlane to date (having used it for about four months now) is the responsiveness of their tech support. They have made updates to the product itself in response to my requests. They also respond with detailed steps to solutions.



Their customized Product Fields allow me to add information I can sort and search on for each project. For example, I have 82 projects happening right now across 82 companies. This can be overwhelming, so using customized fields and filters, I can quickly see how all my schools using a certain database are doing or which companies have not started on a given task, etc. 
Their response to email is very quick, but I would love their Help Desk / Knowledge Base to be more robust. This would help me answer more of my own questions without having to reach out to a live person. 
My company needs to re-onboard all of our companies every year (about 350). Trying to manage the organization of this with a very small staff is overwhelming. Rocketlane has helped with two main problems:



1. Organizing onboarding so both the customer and our company can see their progress and when they have completed it.

2. Having visibility by all team members to know what is happening with all of our companies at any time of the day or night. (We work with international companies, so this is especially helpful.) 


People who were working in online sheets would love to use this tool. 
Improvements needed: -

1. System lags a lot, we need to open multiple screens to work.

2. Multiple sub-screens are getting opened to update a single piece of information. 

3. Needs a separate chat window for the messages sent by the customer. It becomes challenging for us to search the chat between the task notifications.

4. In the project dashboard screen, after opening the project and completing the task, if we come back, the page doesn't remain the same, and again, we need to search for the project name; this takes more time.

5. The chat screen needs to improve, as the real-time update takes more time to load the chat.

6. Rocketlane mobile app is required for ease of use.

7. For updating the time for the task, it loads one time and suddenly disappears again. We need to select the timer again; it consumes a lot of time. 
As mentioned, we have come out of manual work and started using the tool, easing our concerns. 


We needed the ability to track all of our onboarding for both internal purposes and to make onboarding even more transparent to our clients. Rocketlane was easy to set up, everyone we interacted with from the Rocketlane team was pleasant and helpful, and we are very impressed with the feature set available.  This product is an incredible value for the price too.  Everyone I've met on the Rocketlane team has been wonderful to work with and quick to help. 
There are a few integrations we were interested in that aren't quite there yet BUT Rocketlane is already working on those so we are not at all concerned. Other than that, we haven't found anything we dislike or find lacking so far. Anything we were unclear on they were more than willing to discuss with us to make sure we got the help we needed and were open to our feedback. 
Rocketlane solves for managing your onboarding projects more easily, and understanding your team's capacity. Both of these have been very helpful to our organization. 


A good tool always makes the work more efficient for any company.

I was introduced to Rocketlane the day I joined my current company and worked with Rocketane right from setting up the tool.

The features I like are:

Dashboard- We created many charts and cards for every Manger's MRR, the number of projects handled by the manager and his team.

Notification- As an admin, I get to know which projects are getting updated

Files- Project-related files can be stored as a repository and are easily accessible.



It is really helpful for me as an only PMO to keep track of 200+ projects!! 
The status update section should be modified. Sometimes feels sending trackers to the client via email is more effortless. 
It is helping me to keep track of 200+ projects together, helping to calculate Total MRRs and get regular views on the projects that need more work to get them billed.

We were able to have region wise , manger wise project views and updates very accessible. 


I love how easy Rocketlane is to use. My team was able to implement and start using it within a couple of weeks and we love it! I've used plenty of tools like this in the past where I had to get someone super technical to do the implementation and make changes once it was ready to use. I was able to do everything myself and make updates as we learn more really easily. It has everything I want in an onboarding tool and gets rid of all the things I hated about other tools. The Rocketlane team has also been incredible to work with. They are extremely responsive and listen to all of our feedback :) 
There are some integrations we would love to see like a direct Zendesk integration. The slack integration is new and has some kinks to work out. 
They're making it easier to onboard customers in a way more collaborative way. I love how it makes communicating with customers easy and my team actually wants to use it because it's so easy to use. 


The best part is that the tool helps streamline multiple phases involved in the projects and their related tasks and sub-tasks. Seamless integrations that are made ready, like Salesforce and Slack, and you watch out for real-time notifications that create strong visibility. A shared platform where you can add team members and customers who are given a magic link to access, thereby promoting a birds-eye view of E2E. 
Nothing to dislike about the software/tools. Holds a strong base, and I still expect the product to release more features that enable ease of use on the go and have a hands-on. 
We have been dealing with extensive processes that usually go unnoticed, and things were missed, or we couldn't track the set due dates. Now that we're happy to use Rocketlane, things are controlled more efficiently, from onboarding to going live and adding dependencies, referring to the documents and everything in the same window. 


In my five years of career in the IT industry, I have been using multiple platforms under the same domain as Rocketlane. Still, I would say this is the best app I have used to track my project activity and maintain tasks, projects and timesheets. 
So it was tough for me to find any flaws in Rocketlane platform, but after spending a couple of years with the app, I can say that the UI of the app can look better. Because sometimes its layout goes out of the frame. 
So one of the big problems in the software development life cycle is maintaining and managing tasks efficiently because sometimes the project size is way more significant, and it becomes tough for a team manager to divide and assign tasks to team members rightly. So, Rocketlane is solving this problem by providing separate tabs for Tasks, Projects, and Assingees to manage these things efficiently. And this is most useful thing which benefiting all the users. 


It allows me, as part of my company, to keep track of the projects I'm assigned to. It's very user-friendly and interactive. I love the chat feature and the ability to interact with my customer and give them tasks. The visuals are great and colorful, making the platform less boring. Also, it's very customizable! 
Sometimes it takes a few additional clicks to click on something, like clicking once doesn't do anything, clicking twice, nothing, clicking 3rd time and then it works. Same thing with downloading files previously uploaded; the download doesn't start immediately after clicking on the file, it takes like 3, sometimes 4 clicks for the download to start. 
It's helping me be more organized with my projects, keeping track of the progress on each project, and not allowing me to forget about a specific client. My productivity has improved thanks to the organization Rocketlane allows me to have. 


Projects Dashboard, Maintaining the tasks, and Overdue notifications seem good. Inviting customers once Projects are created, Chat options are good, and Every task notification to complete the assignments are good. Project creation also easy to do with simple steps. It is good that we are getting support for the queries immediately and the Rocketlane team are ready to accept and do the corrections as per customer requirement. 
Multiple screens need to open and close to update one task, taking more time to update the tasks; sometimes, the application is slow overall. Once the task updated or the chat received is not showing immediately, we need to refresh the page and then only it is showing. 
Managing Overdue projects, chatting with customers, pending tasks notification, and tasks status can be created as per projects, and members assigned to the projects are easy. 


Personally, I am using this software and I would appreciate the rocket lane team actually, This software is really awesome and my life is really too easy to manage our projects through Rocket lane. and This is 100% true



Very well a good structure to define to create and maintain a project 
Nothing to dislike everything is super in this software, yet my experience is so good, Company management is also very cool and good and services are also good. 
Nothing everything is fine, 100% successful software for project management, From my side Fully recommended. services are also good and perfect management good staff as well 
Hi Rajat,



Reviews like these are what that keeps us going! Glad that you are loving the Rocketlane experience. We promise you that it will only keep getting better. For any feedbacks feel free to drop an email to care@rocketlane.com


The platform is incredibly easy to use and very well thought out. There are even some nice little easter eggs that we didn't know about that made the process so much smoother to onboard our clients. The support team is incredibly helpful and responsive. Our clients love having a very easy project management tool that they can refer to and also share with others. Our team loves having a tool that helps speed up our processes and betters our implementation methodology. 
I really cannot think of anything. If there were a "nice to have" request that we put in, the answer was always, "On the road map, coming in 1-2 months or Q4". 
It is saving our team hours of work every week, resulting in a huge ROI for our company. Our implementations are getting faster and our clients are more organized as they're able to know what's coming. 


The easy-to-build, customer-facing interface makes your project management more accessible and efficient than ever.



The ability to track your onboarding projects and build dashboards is valuable. 
There are very few downsides. When building dashboards, the ability to pick your own colours for charts would be ideal for presentation purposes. The option to create Templates from Projects would also be beneficial, as would the ability to support the bringing in of HubSpot deal 'notes' into a project via Zapier - I understand this is currently being looked into. 
The ability to provide Onboarding roadmaps to our clients in a manner that supersedes the need for Onboarding managers to write out emails to ensure the client is on track and completing tasks in the correct manner and order. 


Best part about Rocketlane is how easy it is to use. 



Our customers have visibility on what is going to happen once they buy our platform and they are updated every week on their progress. 
Although I don't see any downside to using Rocketlane, I would love to have more automation in place which can help free up some bandwidth for my team.

Also, more integrations with other tools like Trainn, Vidyard & Loom will help us import videos made over there to Rocketlane for quick troubleshooting videos sent out to the customer. 

Otherwise Rocketlane feels like a complete tool 
We are using Rocketlane for the following Use cases:

1. HR onboarding

2. Internal Employee Platform Onboarding

3. Customer Onboarding



Rocketlane has helped us measure our Onboarding efforts effectively. 


I tried a handful of workflow and onboarding software systems to help me get off excel and organize my tasks and productivity. Rocketlane is the only one that offers an intuitive interface allowing me to view and interact with all my projects at once without having to click through an endless layer of folders. It's customizable, visually appealing, and provides a user-friendly option for my clients to view their transactions and projects in real-time. I'm looking forward to integrating it into our daily routine. 
So far, nothing! I am still a new user and do not yet have any improvement suggestions. 
Rocketlane is helping me organize my workflow by putting all my tasks into one place instead of what I do now - digging through digital files and excel spreadsheets. 


Complete Transparency On the Project Status with Realtime Tracking helps both the Client + Solution Provider. Access to clients is awesome. Data downloads are quick and easy . Excel Compatible. 
The system still needs to Upgrade and work on releasing the features in some of the User Specific Areas, such as user rights assignments, multiple project owners etc. + Automatic Shifting of Dates for Tasks and Phases if any Changes are made to the Parent Phase. 
Many !!! I can now automate and manage multiple Projects for my clients centrally and will detail visibility. Project Creation is so easy, and template patching makes work quicker and easy; automated notification on the Overdue task is fantastic and works as a great reminder. 


Rocketlane has to be one of the most intuitive, user-friendly software I have worked with. Setup has been a breeze so far! I love the UI and ability to create templates for everything. Our once very manual onboarding process is about to become very automated! 
So far we have not noticed any major downsides or dislikes. The product is ever-changing as they grow. 
As our team is growing and we are bringing on more customers we need a tool that is easy to use and allows for our team to have a centralized location for everything. We are also trying to make it easier to communicate with customers and across multiple teams internally. Rocketlane will allow us to easily work cross functionally. 


The ease of use, amazing customer support and faster resolution to new requests and/or product issues. Giving you more than one :) 
There is nothing to dislike. All features are excellent. 
Rocketlane provides the ability to create the organization level visibiility on multiple programs running across regions, thereby making decision making more data-oriented and removing the dependency on people. Further it provides the users to plan and execute projects with clearly ownership on deliverables and track milestone dates with ease. The ability to collaborate with stakeholders both internal and external is seamless and makes project delivery mesurable. 


* Structures entire onboarding plan effectively.

* Keeps the plan 2 way to manage along with the client team.

* Effective status updates.

* Easy overview across clients for leadership. 
* Emailing functionality is needed. Doesn't have a great email templatisation and mailing feature (say, like HubSpot). This would improve client communications further during the onboarding stage.

* Reporting could be further improved through more customizable reports (say, like Salesforce) 
Rocketlane helps us plan and execute client onboarding for our SaaS platform effectively and in a timely manner while leaving a good first impression on our customers. 


Simple to navigate UI

Easy to configure links via Zapier

Simple setup of project implementation templates with dependencies via Gantt charts

Ability to organise and update tasks via Kanban style board. 
Save/autosave functionality in the project template creation takes some getting used to (it's the only area that doesn't autosave)

No customisation of email notifications presentation/wording at present. 
We've been able to give our clients much-improved transparency when running projects.

Clients can see what's overdue, what's being asked of them now, and what to prepare for over coming weeks. 


This application is truly a trustworthy application we have come across. The application helps us to manage our project is the best effective way, as we have seen the benefits of this tool. The real-time update greatly helps the users like us. 
The notifications are not getting delivered timely. The search button requires to get optimised.

The system requires a full internet connection to work. It is a fully online tool. 
The management of the project is good all the way. Connecting with users became easy. The system's realtime update feature updates us stand clear with the required information. 


I can check all the tasks on one dashboard and can view them in tabular or linear view. All the stakeholders have a clear understanding of project timelines and task status. 
UX could be unique instead of following industry trends. It should include more stages and templates to refer to. So that we can compare our process to other processes. 
Project Management, Client Onboarding, and Task Management. I am now managing my tasks on rocketplane, getting notified about my due date, and clients are informed about the timelines. 

It is a good tool for project management activities

It has been great so far and our customers love it

The customization and client look and feel is highly favorable.

Rocketlane is a ERP, Project Management platform designed to help businesses grow. Know the Rocketlane features and it’s benefits. 

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