Playbook and Library Overview

Last updated: March 27, 2026

Playbooks are OnRamp's templates for projects. This short video explains the relationship between Playbooks, the Library, Modules, and Tasks — and how they all work together to keep your workflows reusable and your existing projects untouched when you make updates.

What You'll Learn

This video explains the key distinction between Playbooks and Projects, how Modules and Tasks in the Library work as reusable standalone components, and the important rule that governs what happens when you edit anything in the Library.

Chapter Breakdown

📘 Playbooks vs. Projects

A Playbook is a template. A Project is what gets created from that template and sent to a customer. You can create a project from the same Playbook multiple times — once for each customer that needs that workflow. Crucially, the Playbook stays in your Library after a project is created from it. You can continue editing the Playbook at any time without affecting the projects that are already live.

📚 The Library — Where Playbooks, Modules, and Tasks Live

Your Library is the central repository for everything reusable in OnRamp. It contains three types of items:

  • Playbooks — full workflow templates you create projects from

  • Modules — reusable groups of related tasks, separate from any specific Playbook

  • Tasks — individual reusable task components, also separate from any specific Playbook

Modules and Tasks in the Library are independent from Playbooks and Projects. They can be added to an existing Playbook or dropped into an active Project at any time.

🔄 The Golden Rule: Edits Don't Affect Existing Projects

This is the most important thing to understand about how the Library works: when you edit a Playbook, Task, or Module in the Library, all existing projects remain unchanged. Your edits only take effect in new projects created after the change. This means you can safely improve and iterate on your templates without worrying about disrupting customers who are already mid-project.

📺 Continue learning: Visit the OnRamp Tutorials YouTube Playlist for the full collection of video walkthroughs.