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.

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

• 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.

Step 3: Explore the Launch details page

Who: Makers

• 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.