Getting started

Step 1: Create and setup your company’s workspace

Who: Company Admin

• Click on the sign-up link and follow the onboarding steps to create and set up your workspace.

• Add users to the workspace and assign roles.

Makers have edit access, while Members have view-only access.

• Link your tools to streamline launch creation and reporting. We currently integrate with Jira, ClickUp, Asana, Slack, CSV and Google Docs.

If your company uses Word, please contact us to enable the integration on our end.

• Create your first launch! (see below)

More details on workspace settings.

Step 2: Create your first launch(es)

Who: Makers

You have 3 options to create a launch: from scratch, from a template, or by importing from your project management tools.

Create a launch from scratch

• Define the launch date, a brief description, invite participants, and you're done!

Create a launch from a template

Templates allow to standardize launch process across the company by predefining the high level parameters such as stages, milestones, the necessary resources and who should be involved in the process.

• To predefine a template for your company: Settings > Templates.

Create by importing launches from your project management tools

• Select your project management tool, then choose the workspace or project from which you would like to import your launch.

• You can bulk import launches from your tools (it is fast and easy).

• You can import launches from your tools and link them to a template: this way, Luna extracts launch information from your tools and combines them with the parameters defined in the template.

If your company’s workspace has not been linked to your tool of choice, you can enable the link by clicking on “link” or in Settings > Integrations.

For more information, check out our documentations on the Jira, Asana and ClickUp integrations.

Step 3: Explore the Launch details page

Who: Makers

Luna structures launches around high-level milestones shared across all teams involved in the launch process. Unlike tasks, which measure work, milestones measure progress. Milestones can be linked to resources, updates, risks, and decisions, providing qualitative context on progress.

Milestones are mapped to stages. This allows to automatically trigger relevant milestones and notify responsible owners and approvers when transitioning from one stage to another. The stages of your launch can be modified in the Stage management module in Settings.

• Add milestones: if you didn't include them by creating your launch using a predefined template (cf step 2), you can either (1) add them from scratch or (2) import them for your existing list of milestones or (3) from your task management tools.

• You have the option to link previously created milestones to issues in your task management tools.

• Check out the "milestone details" card to get granular insights into the progress of your linked milestone.

• You can assign milestones to owners and reviewers (e.g., marketing, legal teams ..) to involve them proactively, reducing delays and bottlenecks.

• You can escalate risks to your management and collaborate on a mitigation plan.

• You can log key decisions.

• You can log weekly updates.

You don’t have to fill out every module to benefit from Luna’s capabilities!