Rocketlane - Client Onboarding Platform - Overview
Summary
TLDRRocket Lane is an onboarding platform designed to enhance the first customer experience by streamlining project management and communication. It offers a comprehensive overview of projects, customizable dashboards, and integrations with tools like Jira and Slack. The platform emphasizes flexibility, customer feedback at milestones, and ensuring projects move swiftly. Features include private and shared task views, a timeline view for project manipulation, and a customer portal for transparency and ease of access to documents and updates.
Takeaways
- 🚀 **Rocket Lane Overview**: Rocket Lane is an onboarding platform designed to enhance the first impression of a business on its customers, ensuring a professional and efficient project start.
- 🔍 **Project Screen**: The platform provides a comprehensive view of all projects, including customer names, project statuses, assigned team members, and progress details.
- 📊 **Progress Tracking**: Rocket Lane uses an algorithm to assess project timeliness, considering task dependencies and durations, helping teams adjust plans as needed.
- 💬 **Customer Feedback Module**: Emphasizing the importance of ongoing customer feedback, Rocket Lane allows for easy rating and feedback collection at each milestone, not just at the end of the onboarding process.
- 📈 **Customization and Flexibility**: The platform offers extensive customization options, allowing leadership to tailor views and data fields to their specific needs.
- 📅 **Project Plan and Timeline View**: Detailed project plans and timeline views help teams visualize and manage project steps, dependencies, and durations, with the ability to adjust tasks on-the-fly.
- 💬 **Chat Functionality**: Integrated chat features facilitate clear communication between teams and customers, with options for internal and customer-facing discussions.
- 📋 **Task Management**: The platform includes robust task management tools, enabling teams to assign, update, and track tasks, as well as collect data through forms.
- 📚 **Document Management**: Rocket Lane supports document collaboration, with the ability to annotate and track changes, and integrate third-party documents for easy access.
- 🔗 **Integration Capabilities**: The platform offers integration with tools like Jira and Slack, streamlining updates and notifications across different systems.
- 📊 **Dashboards and Reporting**: Rocket Lane provides powerful dashboards and reporting tools for monitoring task statuses, team utilization, and customer satisfaction scores.
Q & A
What is the primary goal of Rocket Lane's onboarding platform?
-The primary goal of Rocket Lane is to ensure that businesses provide a professional and impactful first impression to their customers during the onboarding process, making sure that the customers are kept in the loop and that the project moves fast to deliver value quickly.
How does Rocket Lane help in maintaining a good first impression for customers?
-Rocket Lane helps by providing a platform that keeps customers informed about the next steps, expectations, and the status of their projects, ensuring that the business appears professional and that the customers are always aware of what's happening and when.
What is the significance of the project screen in Rocket Lane?
-The project screen in Rocket Lane provides a high-level overview of all ongoing projects, including customer names, project status, progress, and task completion. It also includes an algorithm to predict project timeliness and allows for integration with CRM or other platforms for additional insights.
How does Rocket Lane facilitate customer feedback collection?
-Rocket Lane has a simple customer feedback module that allows for easy rating on a scale of one to five stars. It encourages collecting feedback at every important milestone throughout the onboarding process, enabling businesses to address issues promptly and improve the customer experience.
What is the purpose of the 'private' steps in the project plan?
-The 'private' steps in the project plan are used for internal team communication and tasks that do not need to be shared with the customer. This can include recovery efforts for issues or steps to get the team back on track without the customer's knowledge.
How does Rocket Lane's timeline view help in project management?
-The timeline view in Rocket Lane provides a graphical representation of each project step, including duration and dependencies. It allows for easy manipulation of tasks, such as extending a task's duration, which automatically adjusts subsequent dependent tasks, simplifying project adjustments.
What is the benefit of having a customer-facing side in Rocket Lane?
-The customer-facing side of Rocket Lane ensures that customers have access to relevant information about their projects in a simple and straightforward manner. It helps maintain transparency and keeps customers informed without overwhelming them with unnecessary details.
How does Rocket Lane handle communication within projects?
-Rocket Lane organizes communication through chats that can be specific to a project, stage, or task. It includes features like reactions, emojis, and mentions, centralizing communication in one place and allowing for efficient collaboration between teams and customers.
What is the importance of forms in the onboarding process as per Rocket Lane?
-Forms in Rocket Lane are crucial for collecting necessary data from customers throughout the onboarding project. They streamline the data collection process and can lead to automation, ensuring that information is gathered and utilized efficiently.
How does Rocket Lane integrate with other tools like Slack?
-Rocket Lane offers a unique Slack integration that allows customers to connect their customer portal to their Slack instance. This enables real-time notifications and actions on tasks directly within Slack, enhancing communication and task management efficiency.
What are the advantages of using templates in Rocket Lane?
-Templates in Rocket Lane standardize the onboarding or project process, saving time and ensuring consistency. They can be customized for different types of customers or project phases and can include placeholders for team members, pre-populated tickets, and expected time frames.
Outlines
🚀 Introduction to Rocket Lane Onboarding Platform
This paragraph introduces the Rocket Lane onboarding platform, emphasizing its potential impact on businesses. The speaker highlights the importance of onboarding as the first interaction customers have with a company post-contract signing. The goal of Rocket Lane is to ensure a professional and efficient onboarding process that leaves customers satisfied and trusting their new partnership. The platform aims to keep customers informed about project progress and expectations, and to facilitate a fast-moving project that delivers value quickly. The speaker also introduces the project screen, which provides an overview of all projects, including customer names, assigned personnel, project status, and progress.
📊 Project Management and Customer Feedback in Rocket Lane
The second paragraph delves into the project management capabilities of Rocket Lane, showcasing features like the mathematical algorithm that predicts project timeliness based on task completion and duration. The platform also includes a status update feature that allows teams to keep customers informed about project progress. Additionally, Rocket Lane incorporates a customer feedback module, which the speaker believes should be collected at every milestone, not just at the end of the onboarding process. This approach helps identify and rectify issues early, ensuring a positive customer experience. The overview page is highlighted as a tool for leadership to monitor project health, including overdue tasks, risks, and integration with CRM systems.
🔍 Exploring the Project Plan and Customer Portal
This paragraph focuses on the detailed view of a single project within Rocket Lane. The project plan is described, with steps marked as yellow (private to the team) or white (shared with the customer). The speaker introduces presentation mode, which allows for a clean, slide-like presentation of the project plan, and timeline view, which provides a graphical representation of project steps and dependencies. The overview page for a single project is also discussed, offering insights into task statuses, risks, and integration with external systems. The customer-facing side of Rocket Lane is introduced, emphasizing simplicity and clarity in presenting project information to customers.
💬 Communication and Task Management in the Customer Portal
The fourth paragraph discusses the communication tools within Rocket Lane, highlighting the organization of chats by project, stage, or task. Features like reactions, emojis, and mentions are noted, along with the ability to send notifications via email. The customer portal's task list view and status updates are described, allowing customers to see the progress and history of tasks. The internal side of Rocket Lane is also covered, detailing task management capabilities such as bulk updates, filtering, and reassigning tasks. The concept of forms for data collection and automation is introduced, streamlining the process of gathering customer information.
📚 Document Management and Integrations in Rocket Lane
This paragraph covers document management in Rocket Lane, including the ability to attach and collaborate on documents like PDFs. The platform supports document templates, annotations, and change history tracking. The concept of 'spaces' for sharing third-party documents is introduced, along with the ability to template documents based on customer categories. The speaker also discusses integrations with tools like Slack and Jira, enhancing project management and communication. The customer portal's customization options and the use of templates for standardizing processes are highlighted.
🛠️ Automation, Dashboards, and Resource Management
The final paragraph introduces automation features in Rocket Lane, such as automatically updating project plans based on meeting notes. The platform's dashboard capabilities are discussed, offering insights into team performance and project statuses. The speaker mentions the use of templates for standardizing onboarding processes and the concept of dynamic templates that adjust based on customer characteristics. Resource management features are highlighted, allowing for efficient team allocation and time tracking. The paragraph concludes with an invitation to explore the product further.
Mindmap
Keywords
💡Onboarding
💡Rocket Lane
💡Professional Services
💡Customer Feedback
💡Project Screen
💡Status Updates
💡Customer Portal
💡Task Management
💡Integrations
💡Templates
💡Resource Management
Highlights
Rocket Lane aims to enhance the first impression of a business by providing a professional and impactful onboarding experience for customers.
The platform ensures that customers are kept in the loop with clear expectations and next steps, fostering a sense of trust and reliability.
Rocket Lane's project screen offers a comprehensive overview of all projects, including customer names, assigned personnel, status, and progress.
An algorithm assesses project timeliness, taking into account task duration and dependencies, to help teams stay on track.
The platform integrates with CRM and customer success platforms, allowing for a holistic view of customer interactions and spending.
A simple customer feedback module is included for easy collection of satisfaction scores at key milestones throughout the onboarding process.
The project plan feature provides a detailed step-by-step guide for projects, with the ability to mark steps as private for internal team use only.
Presentation mode offers a clean view of the project plan for customer presentations, ensuring transparency without revealing internal steps.
The timeline view graphically represents project steps, durations, and dependencies, allowing for easy manipulation and adjustment of project schedules.
The overview page serves as a dashboard for projects, indicating overdue tasks, risks, and integration data from CRM and other platforms.
Chat functionality centralizes communication within the platform, with features like reactions, emojis, and mentions to streamline discussions.
Task management features include bulk updates, reassignments, and filtering to efficiently handle project workloads.
Forms within Rocket Lane streamline data collection from customers, potentially leading to automation of project updates.
The customer-facing side of Rocket Lane presents information in a simplified manner, ensuring clarity and relevance for the customer's perspective.
Integration with tools like Slack allows for real-time notifications and task management directly within the customer's preferred communication channels.
Customization options for the customer portal ensure that each customer's experience can be tailored to their specific needs and preferences.
Dashboards provide powerful out-of-the-box reporting and the ability to create custom reports for detailed project insights.
Templates in Rocket Lane standardize onboarding processes, saving time and ensuring consistency across projects.
Dynamic templates adjust based on customer attributes, such as region or market segment, to customize the onboarding process as needed.
Resource management capabilities help allocate team members effectively, ensuring projects are staffed with the right people at the right time.
Transcripts
hi and welcome to this demo and overview
of Rocket Lane and the rocket Lane
onboarding platform we're really excited
about the potential for what this can do
to your business but before we jump into
the details and go over each module we
want to talk about why we think this is
so impactful for companies
onboarding is the very first time your
customer partners with you after they
sign the contract and buy so your
Professional Services team are
implementation team really is the first
impression your customer has of you as a
customer
and you want that to be a great
experience you want people to walk away
from that very glad that they partnered
with your business so the goal of Rocket
Lane is to make sure that you look
fantastic that you look professional
that your customers are always kept into
Loop of what you expect from them what
the next step will be and most of all
they want to make sure that the project
moves fast so that your customers get
value as quickly as Pro possible and we
do that by helping you partner with your
customers you get your team to know
exactly what step to do for each and
every implementation even if it's a
little different than your normal and
you make sure that a customer always
knows when the ball's in their court and
you're waiting on them this builds trust
this makes sure that your customers
believe they can depend on you and it
makes sure that the first partnership
you ever have goes really really well
so let's start with our project screen
this is really a 30 000 foot overview of
exactly what you're going to see with
every single one of your projects here
you can see every project you've got
going with every single customer even if
you have multiple projects per customer
or dozens and dozens of customers that
you're working with at any one time
you can see the name of the project the
name of the customer and here you can
see who's assigned to it the status it's
in the phase that we've reached you can
see the progress how many tasks have
been completed and how many are still
waiting you can even get a breakdown
into each of the phases and where each
of those phases they're at and what's
next with each of them
we've also got a mathematical algorithm
here that will tell you whether we think
you're on time for this project or maybe
whether you're running a little bit late
not just based on the number of tasks
but also how long you've budgeted for
each of those tasks and what
dependencies you've got if you're using
status updates which we'll talk about a
little bit later you can check in on
your five last five status updates here
did you report to the customer that
everything was going well or did you
have some bad news for them and you can
get an overview you can see how many
hours your team's logged on each of
these Pro projects to know what's taking
up so much time you can see the owner
and then you've got a whole bunch of
fields that you can bring in from
outside sources like your CRM or your
customer success platform that will tell
you how much is this customer spending
with your business how much did they pay
for this project fee this will make sure
you've got everything you need to
prioritize your projects and and know
exactly where they are on each step
we've also got a really simple customer
feedback module and you can get that
data from this overview page as well
customer feedback We Believe should be
easy to give it's a one to five star
module that just really quick lets you
know exactly how your customer feels now
most of us are getting customer feedback
or customer satisfaction scores at the
end of the onboarding process we believe
you should be getting it at every
important Milestone throughout the
onboarding and so we let you get
feedback easily along the way so you can
correct problems before they become too
serious and this overview will show you
what's the overall rating for each
project and what's the last score that
they gave you it'll also tell you give
you a comparative of why some of your
csms might be scoring higher than others
or why a certain step in your onboarding
process is consistently real really
delightful to your customers or maybe
not so delightful so you can know what
part of the process you need to focus on
and which part isn't building that trust
with your customers
the other thing that adding customer
satisfaction checkpoints to your project
does is it really places an emphasis on
your team for what's most important if
they know that the customer is going to
give feedback right after a step that
becomes a step that everyone knows we
just have to get right
so yeah this is the overview for all of
your projects and it's a 30 000 foot
view of everything you've got going on
it's really valuable for leadership or
anyone who needs to get a general pulse
on the business the name of the game
here is flexibility and customization to
make sure that leadership has every view
they need we it's
almost Limitless
how much that how many fields you can
add and bring into this to make sure
that you have everything you need
so now let's transition to looking
inside of a single project in other
words what's going on with one project
we're working on with just one customer
so to do that you just simply easily
click on one of these projects and
that'll bring you inside the project
plan
this is the project plan
it tells you every step you've got going
on for the project now the first thing
to notice is that some of these steps
are yellow and some are white and
throughout rocket Lane there's a theme
that anything that's yellow is private
to just your team this is where you'd
put anything you're working on that you
don't necessarily want to let the
customer know about maybe you're trying
to scramble to recover for a bug or
maybe the team's behind and you need to
get them back on track anything there
can be made private and it shows up here
in yellow anything in white gets shared
with the customer in the customer portal
or customer view that we're going to
show you in a little bit
if you want to share where things are
going with your customer this is
presentation mode now presentation mode
is a really clean look at the project
plan that you can click through exactly
like it was a PowerPoint or Google
Slides deck and of course anything that
you make private that won't show up here
so that of course you don't give away
anything that you're trying to hold
within your team but it will show every
step and give them a real clear view of
where you're at and which step is a
milestone what's due from your team
what's due from their team and it's a
it's a great way to prevent your team
from having to build decks before every
time they meet with the customer
you can also switch to this timeline
view which will give you a graphic
representation of each and every step
how long it's going to take which ones
are dependent on others but this view
isn't just for
um looking nice it also is a really easy
to view to help you manipulate what's
going on if the project gets delayed you
can just grab a task drag it out make it
longer and all of the subsequent tasks
or the dependent tasks will shift with
it and become you will adjust so that
when one task gets off track you don't
have to adjust every single task you can
add milestones dependencies
and really this is kind of the nerve
center of the project when you want to
work with it and adapt it when you've
got to adjust in flight
this also helps you again show exactly
where you're at and what steps took
longer so you can hold your team and
your customer accountable
you can point to the key milestones in
the journey
the next page we're going to look at is
the overview page
the overview page really just gives you
everything that's going on it's like the
dashboard for your project it'll show
you exactly what tasks are overdue or
any tasks that might be at risk those
that you've completed or any that might
be blocked it also gives you a lot of
data that again can be brought in from
your CRM inter or any integration that
we're doing a jira integration an
integration with
um your your CS platform and all of that
flowing in as relates this project can
be brought into this section here uh
including business goals
um and and all of the information you
want
this really is again another valuable
place for someone leading a project to
understand exactly where things are at
or a leader who needs to check in on how
the onboarding is going for a customer
will get a really good sense of the
exact state of this project without
necessarily having to bother and
interrupt an implementation manager that
might be hard at work so let's skip over
to that second side of Rocket land that
we mentioned that existed the customer
facing side now the first thing you're
going to notice is that the customer
facing side has a lot of the same
information as the side that your team
the internal team would use but that
it's presented in a very simple
straightforward way the goal here is to
let the customer know exactly what's
going on and nothing else that they
don't need to know so you've again got
the project plan and you can also show
an overview of the project much the same
as your internal team but of course
anything in yellow won't show up here
and only those you want shared with the
customer you've also got a place where
the customer can see all the chats that
have gone on on the project between you
and them now internally as you switch
over to that side you can also see all
of the chats we're really proud of how
we've organized our chats first of all
you can have a chat that is pertaining
to just one project or one stage of the
project or one task on the project so on
the task you can have conversations
internally that might be in yellow or
with the customer letting them know
where you're at or what you need from
them or clarification that might be
needed
and just like all your favorite
messaging applications we've got all the
features you've come to expect
reactions emojis at mentioning people
routing it to a teammate it really
allows you to to centralize
Communication in one spot and not make
your customer go different ways
the other thing we've built that we're
really proud of is you can do a single
at mention
you can do a single app mention to
mention a person yeah double that
mention brings up a task and a triple
app mention will bring up a resource so
I can send a message that says hey Shri
I need help getting the onboarding
meeting scheduled please reference this
agenda you also can get notifications
sent via email to your customers anytime
the chat comes up or there's something
you need them to respond to
if you use that feature and have someone
mentioned you can click on the person to
go to their profile or click on the task
to be drawn immediately to that task or
click on the resource to be lent to that
document
this is a great way to keep everyone on
the same page as to what's going on with
the task
jumping back into the customer side
you've got a list view of all the tasks
so if they want to see just everything
that everyone's got to do yourself them
maybe tasks that you're working on
together everything is listed here and
of course you can sort it you can filter
it you've also got status updates and
we'll show you how those work a little
bit later but in here they can see it at
exactly every point where they checked
in maybe weekly or monthly what tasks
were completed what tasks were behind
where were we at what were the
dependencies
you can use create these using templates
and then you can modify those templates
to make sure that it fits exactly what
you want to share with that customer in
that week
but also you can let the templates go
out just exactly how they are for maybe
a smaller customer that you don't want
to dedicate a ton of time to updating
them every single week
once you publish a status update it goes
out to that customer and they're kept in
the loop in their inbox of exactly
what's going on
now back to the internal side you've
also got a list view of all of the tasks
um so you can look at what's due by
person you can group them by project you
can do a bulk update so you can Mark a
bunch of tasks behind or done or change
who they're assigned to you can filter
them you can reassign them you've got
everything all here to make sure you can
manage every task that your teams work
looking at so you've also got these
tasks that have the little nice looking
header
those are forms and we have the concept
of forms because we know that throughout
an onboarding project you always need to
be collecting data from your customer
and the best way to do that is in a form
so you could be collecting integration
data you need from them or maybe login
credentials users that you might need
anything the customer needs to give you
that can be typed out and doesn't
necessarily need to be explained uh can
be gathered through these forms
these forms also can lead to automation
so you can have your customer fill out a
migration request
and that will create a task at a
specific phase when they fill it out
um
so you can update projects you can
update everything based on the values
that your customer does
in in the forms that they fill out for
you
so now let's jump back over to what the
customer size sees they can see all the
status updates that we mentioned and
they mentioned and they can also see the
form responses everything they answered
so they can know exactly where you're
getting all the information from or
change it if need be they can look at
all of the documents that you've
attached these can be PDFs that you can
mark up together if you're doing
creative collaboration or any other type
of document that you need to work on
together and since these are native in
rocket Lane you can have a new template
filled out for every project that you s
that you spin up you can annotate and
mark up each and every one of those and
see a history of the changes that that
happen within a document
you've also got spaces spaces you can
think of more like a drive it's a place
for third-party documents to be shared
together
um and
all of these documents can be
templatized too so that if your customer
falls into one of your categories like
mid-market or Enterprise the discovery
questions on a discovery questionnaire
can have different questions or they can
be pre-populated with different answers
depending on who they are you can upload
external documents like a Google slide
to make sure that it's always there and
the customer never has to go back and
search their email calendly links how
many times have we sent calendly links
over and over to a customer and every
time they've got to go look for them and
find them what if the link was always in
their customer portal waiting for them
whenever they need it ready to go so you
never have to send it again and they
never have to wait to schedule that next
meeting with you
you've also got uh
shared within shared spaces you've got
the concept of training material you can
embed a mirror board and it works great
in here you can zoom in on each and
every part of the diagram or zoom out
this will really let you diagram and
plan out processes with your customers
one of the things our customers love the
most is a meeting notes template so you
can put a template in here for a
standard meeting so that every single
time you don't have to come up with a
new notes template but can just populate
the exact same things you do every time
you meet with a customer saves you a lot
of time and manual process and trying to
run those weekly check-ins that we all
have with our customers
the automations we built here are also
very powerful if during your meeting
notes you uncover a new task that needs
to be done you can add it as a new task
in the meeting notes and that will
automatically add that task including
who it's assigned to and when it needs
to be done into the project plan so
instead of taking notes and then
transferring those notes later the notes
themselves actually update the project
to make sure everyone's kept on the same
page
many of our customers might use slack
and unique to Rocket Lane is our slack
integration where your customers can
connect this customer portal to their
slack instance and be notified of
absolutely everything that happens
what's due for them and they can even
take actions on the tasks that they're
notified of right in uh slack so they
get notified that they need to give
certain data they can type that data
into it and it'll Mark the task as done
and transfer the data and get it to your
team
now this might be even a little bit too
much all of this for the customer so you
can customize the customer portal using
these options to add or remove many of
the options making it as simple or as
powerful as you think each of your
individual customers will deserve it can
be set up at a template level for all
your types of customers or it can be
customized individually
now going back into the company side
you've also got a task list this is kind
of like your days or a rather a task
template that has everything you need
for the day what's upcoming for you
what's overdue what's it button assigned
to you what tasks you've been mentioned
on everything you need this is where we
picture your team coming in
jumping in and knowing exactly what
they're behind of and of course all of
these can be filtered grouped sorted by
the customer by the due date by the
project so that they can have an easy
way to get to everything they need
you can save views and share views and
make sure everyone's looking at it
exactly the way that it will be best
now I mentioned earlier some of our
Integrations and we've got a beautiful
jira integration that can automatically
create jira tickets right from rocket
Lane and it's a two-way sink so there's
things get updated or completed by your
technical team that can be brought
immediately into rocket Lane so no one
no wondering if the Project's done or
waiting after it's done not knowing
you'll know you'll be notified
immediately upon it being completed
you've of course got your own slack
integration where you can into a single
Channel or into multiple channels keep
you and your team exactly updated on all
the projects that they're working on and
that are in progress for them
the next feature I want to show you are
our dashboards and we have a really wide
variety of powerful out of the box
dashboards that will show you who's on
task who's behind who has the most tasks
assigned to them and and and who might
have spare bandwidth to get stuff done
you can of course build your own custom
modules within the dashboard your own
custom reports if you want to slice and
dice your data a new way of course we
mentioned our csat tool and we've got
reporting around csat to know which of
your people are getting the best csat
scores or which projects or which stages
are getting csas scores we can know
which type of task or which group of
tasks are taking longer than expected
and which of them are getting done on
time we can also check in on each of the
different phases within a template or
the projects within those phases the
tasks within those phase is
we also have the powerful concept of
templates templates are a standard
onboarding or project customer facing
project that you create beforehand and
then can be spun up each and every time
you land another customer that needs to
be onboarded a certain way we've also
got templates for the status updates
document templates
and project templates and they're all
very very powerful and save your team a
lot of time ensuring that they're never
wondering what steps to take on this
project and we can go into each of those
if you want to talk to the team
specifically
you're able to really craft the project
template to be exactly what you want and
the project template can have
placeholders so that you know that a CS
person is needed or a Professional
Services person or a technical person
and then when the Project's created you
assign that individual you can
pre-populate jira tickets
and you can also know exactly like what
time is expected from this project
um
billable hours non-billable hours and
exactly how that project should be run
foreign
we also have the concept of dynamic
templates which allows you to have
certain conditions on a project
depending on who that project is so
let's pretend you've got customers in
Europe you might have a section of your
onboarding template that relates to gdpr
and it will only appear when your CRM
indicates that the customer is in the
United States or maybe you've got a
different onboarding template for
Enterprise versus mid-market customers
it'll customize that depending on what
your sales force or your HubSpot
integration says what category you put
that customer in this allows you to not
have so many different templates if only
a few things are different for certain
types of your customers
we've also built a resource a really
comprehensive Resource Management
capabilities that'll allow you to see
which of your team is fully utilized and
which of them might have more bandwidth
to work on we've got time tracking so
they can log the hours on a task that
they want to you know log to or just on
a project
you can search through the resource
planning template to find who's got
availability which people in which role
have availability on a certain date and
and thus know who you need to assign to
each project you can find people assign
them right here in the resource
management module to make sure you've
got everyone on the right task at the
right time
you also can see how many hours are
available or how much they're utilized
you can also forecast your demand across
different projects and know from the
template which projects are going to
take how much time and how much you have
to budget maybe you need to make a
higher to do that here you can see a lot
of our time tracking capabilities where
like I said time can be logged at a
project level at a template level or at
a task level and and peop you can keep
track of this here
so this is rocket Lane we're really
really proud and if you've got a second
we'd love to meet with you and show you
through the product thanks for the time
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