Head of Enterprise Onboarding at a tech vendor with 51-200 employees
Real User
Top 20
Jul 8, 2026
One thing that my team is looking for right now is the ability to integrate other communication systems such as Zendesk with Rocketlane. That is one of the reasons I have not purchased it in my current role. We are in a world where there are many different communication and collaboration tools, and trying to centralize the communication and fit it within the framework of these projects to meet customers where they are right now is a challenge that Rocketlane is not quite solving. There is a little bit of app slowness with Rocketlane, but generally it worked really well for my team. Rocketlane is not a perfect ten for me because there are two key feature requests I have. One is timestamped notes; tracking developments and customer communications over time is really important for me in the onboarding process. There is a notes field, but I would want the notes to be able to be timestamped so that we can track changes in sentiment. The other key thing is that there were no required fields; it was really important for us if we closed out an onboarding project to have certain fields on that object be mandatory to be completed. They had a couple workarounds for this, but I always wanted it to be a required field, as it does in CRM, as it helps keep our data super clean.
One of the most frustrating things about Rocketlane is that for new tasks not part of the template, if they are not assigned a duration, moving the date range of a phase does not automatically move those tasks. I also wish Rocketlane Sheets allowed for expanding the width and height of rows in the same way as Google Sheets or Microsoft Sheets. Rocketlane has a fairly decent AI product, but the issues I have with it are more about the way my organization builds the prompts. It could be vastly improved, and I would love it if a Rocketlane product manager reached out to my leadership to help improve those prompts.
Rocketlane enhances project management by delivering remarkable efficiency and collaboration among teams. Its platform is designed to streamline onboarding and implementation processes, making it an essential tool for businesses aiming to optimize operations.Rocketlane is built to address the complexities of project delivery and customer onboarding. It offers a comprehensive interface that integrates task management, communication, and document sharing into a unified solution. This alignment...
One thing that my team is looking for right now is the ability to integrate other communication systems such as Zendesk with Rocketlane. That is one of the reasons I have not purchased it in my current role. We are in a world where there are many different communication and collaboration tools, and trying to centralize the communication and fit it within the framework of these projects to meet customers where they are right now is a challenge that Rocketlane is not quite solving. There is a little bit of app slowness with Rocketlane, but generally it worked really well for my team. Rocketlane is not a perfect ten for me because there are two key feature requests I have. One is timestamped notes; tracking developments and customer communications over time is really important for me in the onboarding process. There is a notes field, but I would want the notes to be able to be timestamped so that we can track changes in sentiment. The other key thing is that there were no required fields; it was really important for us if we closed out an onboarding project to have certain fields on that object be mandatory to be completed. They had a couple workarounds for this, but I always wanted it to be a required field, as it does in CRM, as it helps keep our data super clean.
One of the most frustrating things about Rocketlane is that for new tasks not part of the template, if they are not assigned a duration, moving the date range of a phase does not automatically move those tasks. I also wish Rocketlane Sheets allowed for expanding the width and height of rows in the same way as Google Sheets or Microsoft Sheets. Rocketlane has a fairly decent AI product, but the issues I have with it are more about the way my organization builds the prompts. It could be vastly improved, and I would love it if a Rocketlane product manager reached out to my leadership to help improve those prompts.
I do not see a statistics or reporting part in Rocketlane that could be implemented. That is the only suggestion I can provide.