Migrate from Rocketlane to monday Work Management

Rocketlane Projects map directly to monday.com Boards. Project name, description, start date, end date, and status migrate to Board name, description, and the board's first Group's date range columns. We use monday.com's Timeline column type to represent the project date range. Rocketlane baseline data migrates as a custom date column pair (baseline_start, baseline_end) on the board.

Rocketlane Phases within a Project map to monday.com Groups on the target Board. Phase name, independent start and end dates, status, and assignee migrate to Group header metadata and date range columns. Phase order within a Project is preserved by ordering Groups sequentially at migration time. Phase dependencies between Phases across Boards are not natively supported in monday.com — we document any cross-Board phase dependencies as a manual rebuild item.

Rocketlane Tasks map to monday.com Items within the Group corresponding to their parent Phase. Task name, assignee, due date, custom field values, priority, and status migrate to Item name, person column, date column, custom columns, priority column, and status column. The mapping requires Phase-to-Group resolution before Task-to-Item inserts to satisfy the parent relationship.

Rocketlane checklist items within Tasks have no direct monday.com native equivalent, but monday.com Subitems are available on all paid plans and serve as the closest analog. We map Rocketlane checklist items to Subitems attached to the migrated Item, preserving the completion state and assignees. Subitem ordering is preserved by the original checklist sequence.

Rocketlane Clients are external stakeholders with portal access, distinct from internal team members. Monday.com has no native client portal or equivalent stakeholder record type. We map Clients to a dedicated Contacts Board (separate from project Boards) with person-type columns for name, email, company, and project assignment. If the customer prefers not to maintain a separate contacts board, individual client email addresses are mapped to person column values on Items, losing the unified client profile. This is a configuration decision made during scoping.

Rocketlane project-level and task-level custom fields map to monday.com custom columns. We enumerate all custom field definitions from the source workspace, map each to the nearest monday.com column type (text, number, date, dropdown, checkbox, email, phone, link, location), and create the columns on the target Board before data import. Multi-select fields in Rocketlane map to monday.com dropdown columns with comma-separated values or a separate Tags column depending on cardinality.

Rocketlane Documents are rich-text objects with panels, approval workflows, and freeze states. The native export is PDF only. We extract the document body text and attempt to rebuild structural elements (panels, tables, sections) in markdown or as a linked text Item within the relevant Board. Approval history, freeze/unfreeze state, comments, and approval signatures do not transfer — these are flagged in the migration inventory as manual rebuild items. If the document is a file (PDF, DOCX), we download and re-attach as a monday.com file.

Rocketlane Users map to monday.com Workspace members by email match. Name, email, and workspace role migrate. Inactive or guest accounts are flagged for exclusion during scoping. The customer's monday.com admin provisions the workspace members before migration begins.

Rocketlane project templates and document templates define reusable blueprints. Template content (phase names, task names, default assignees) migrates as static structure into the first production Board, but template-level settings (default phase pre-population, dynamic assignee rules, phase pre-population) require manual reconfiguration in monday.com using the board template feature. We deliver a written template rebuild guide for each Rocketlane template.

Rocketlane automations are plan-gated (Standard includes automations, Premium adds unlimited, Enterprise adds form automations). Automations do not migrate as code to monday.com because the trigger-action model differs structurally. We audit every active Rocketlane automation, document its trigger, conditions, and actions, and deliver a written automation inventory with monday.com Automation equivalents for the customer's admin to rebuild post-migration.

Rocketlane time entries (available on Premium and Enterprise) link hours to Tasks and Projects with date, description, and billable flag. Monday.com time tracking requires the Pro plan and is enabled at the board level as a Time Tracking column attached to Items. We map time entries to either monday.com native Time Tracking column entries (if migrating to Pro) or to a numeric column on a dedicated Time Entries board (Standard plan). Billable flag migrates as a checkbox column.

File attachments on Rocketlane Tasks and Documents are downloaded via the API and re-uploaded to the corresponding monday.com Item as a file. Filename and linked task association are preserved. Attachments larger than the monday.com storage limit (5 GB on Basic, higher on Standard/Pro) may require a cloud storage integration or storage upgrade.