Automate Rocketlane Task Status Tracking and Collaboration

Managing tasks across your team just got simpler. This template keeps everyone in the loop when a Rocketlane task’s status changes, ensuring your project details and team activities are automatically updated and shared.

Trigger Event: Task Status Change in Rocketlane

Whenever a task’s status is updated in Rocketlane (for example, changed to "In Progress" or "Completed"), this automation is triggered. This means your workflow starts right when something important happens—no manual check-ins required.

Actions

1. Check If Status Is "In Progress" or "Completed"

The automation first checks if the new status of the task is either "In Progress" or "Completed." This ensures only key updates are followed up.

2. Fetch Project Details

It pulls the full project details from Rocketlane, so you have context about where the change happened.

3. Get User Information

It identifies which team member made the change by searching the user information in Rocketlane. This is useful for tracking task ownership.

4. Update Google Sheet Log

The workflow looks up a row in your team's shared Google Sheet ("Team's Log") based on the latest task status. If needed, it can add a new row—keeping records accurate and up-to-date.

5. Post a Task Comment in Rocketlane

Finally, it posts a comment on the task in Rocketlane to record the update for everyone’s visibility—this helps maintain clear, up-to-date communication within the team.

Benefits

• Instantly tracks important task status changes
• Automatically logs and shares updates with your team
• Connects Rocketlane project info, user activity, and Google Sheets records
• Eliminates manual updates and missed notifications

This automation is your solution for seamless team collaboration and improved project transparency—just set it up and let your tasks keep everyone informed!