Migrate from Rocketlane to Asana

Rocketlane Projects map directly to Asana Projects. We preserve project name, description, start date, target end date, and status. Project-level custom fields migrate to Asana project-level custom fields. Parent-project and sub-project hierarchy (if used) maps to Asana Portfolios for multi-project grouping. Rocketlane's baseline feature has no direct Asana equivalent; we note it in the scoping inventory for manual recreation as a project-level section with date references.

Rocketlane Phases within a Project map to Asana Sections. Phase name, start date, end date, status, and responsible team member migrate. Phase-level custom fields map to task-level custom fields in Asana since Sections do not support custom fields natively; we prepend the phase name to the field value for context. If a project has more than 4-6 phases, we create a milestone section to separate phase groups for visual clarity.

Rocketlane Tasks map to Asana Tasks with assignee, due date, start date, priority, and status preserved. Subtasks in Rocketlane (checklist items) migrate to Asana subtasks. Task dependencies in Rocketlane map to Asana dependency relationships via the Asana dependency field. Custom fields on tasks (TEXT, NUMBER, SINGLE_CHOICE, MULTIPLE_CHOICE, DATE, YES_OR_NO) map to equivalent Asana custom field types. SINGLE_USER fields map to Asana assignee; MULTIPLE_USER fields are noted for manual assignment or added as a comma-separated text field since Asana tasks support only one assignee.

Rocketlane Documents are complex rich-text objects with panels, approval workflows, and freeze states. Asana has no equivalent rich-text document object. We extract the document body as raw text and rebuild structural elements (section headers, bullet lists, tables) in markdown format, attaching it as a task note on a designated task within the project. Approval history and freeze state do not transfer; we note the approval status in the task description. If the original document was a PDF export, we attach it as a file to the project or a designated task.

Project-level and task-level custom fields from Rocketlane map to Asana project-level and task-level custom fields. We enumerate all custom field definitions during scoping, including field type, label, and options (for SINGLE_CHOICE and MULTIPLE_CHOICE). TEXT maps to Asana text, NUMBER maps to numeric, DATE maps to date, YES_OR_NO maps to checkbox. RATING fields (Rocketlane Premium) have no Asana equivalent and are converted to a number field with a note in the field description. Custom fields are pre-created in Asana before any record import begins.

Rocketlane workspace members map to Asana Users by email address match. We extract all distinct users from projects, tasks, and time entries. Guest accounts and inactive Rocketlane members are flagged for exclusion or demotion to guest status in Asana. Rocketlane roles (Admin, Member, Guest) do not map directly to Asana's permission model; we default migrated users to Member access and note admin provisioning for manual assignment post-migration.

Rocketlane Clients are external stakeholders with portal access to Spaces. Asana has no client portal concept. We map Clients to Asana project members invited as guests to the relevant project, with a role note (e.g., 'Client - Primary Contact') stored in the task description of a designated contact task. Client contact details (name, email, phone) are attached to the project as a task note on a designated 'Client Contacts' task. Client-Project associations are preserved by adding each client email as a project member on their associated Rocketlane projects.

Rocketlane Spaces provide the client-facing workspace within a project, combining a shared timeline, document library, and activity feed. Asana has no equivalent client-workspace concept. We preserve Space information as a project-level section named 'Client Portal Content' containing links to the migrated documents and a task note summarizing the Space structure. Client-facing Space activity feed does not migrate; we note this limitation in the scoping inventory.

File attachments on Rocketlane Tasks and Documents migrate as Asana attachments on the corresponding Task. We download the original file, preserve the filename, and re-upload to Asana. File size limits follow Asana's 100 MB per attachment limit. Files exceeding this limit are flagged for alternative delivery (shared link or manual handover).

Time tracking in Rocketlane (Premium and Enterprise) captures hours, dates, billable/non-billable flag, and user against Tasks and Projects. Asana has no native time tracking object. We migrate time entries as task notes in the format 'Time Entry: [User] - [Hours]h - [Date] - [Billable/Non-billable]', preserving hours and date for historical reference. If the customer requires structured time tracking at the destination, we recommend a time-tracking integration (Harvest, Toggl, or similar) as a separate implementation. Time entry migration is scoped as an optional add-on.

Rocketlane project templates and document templates define reusable blueprints for recurring project types. We extract template content (phase names, task names, default assignees, milestone dates) and deliver it as a structured template documentation file. Template-level settings (default assignees, pre-populated dates) require manual reconfiguration in Asana's Project Templates feature. Document template content is included in the document migration noted above.

Rocketlane Automations (email triggers, status update automation, notification rules, Salesforce automation) do not migrate as code. We extract a full inventory of active Rocketlane Automations including trigger, conditions, actions, and plan tier requirement, and deliver it as a written handoff document. Asana's Butler provides rule-based task automation (move cards, assign users, set due dates based on triggers). Complex automation chains requiring conditional branching, time delays, or external system actions require rebuild in Butler or through an integration platform. Plan-gated automations (Standard, Premium, Enterprise tiers) are flagged for tier-equivalent review.