Navigating the OnRamp Menu

OnRamp’s left-hand navigation is your home base for everything — projects, automation, reporting, and settings. Here’s a rundown of each section so you always know where to go.

Some menu items are only visible based on your user type or your organization’s license. If you don’t see something listed here, it may not be enabled for your account — check with your OnRamp Admin.

Search

Find anything across OnRamp — tasks, projects, comments, and more. Available to Collaborators and above.

Dashboard

Your daily starting point. The Dashboard gives you a snapshot of overdue tasks, upcoming deadlines, and active project progress so you can jump straight into the work that needs attention.

Workflows

Workflows is OnRamp’s automation engine for project creation. Use it to set up trigger-based automations that create projects automatically when conditions are met in your CRM or other connected systems.

From this section you can:

• Create new workflows

• View and edit existing ones

• Review previous workflow runs — including successful executions, errors to diagnose, and any pending approvals (if configured)

Views

Views lets you slice your project and task data into custom filtered lists, boards, or Gantt timelines. Build a view once and save it for quick access.

Available to Collaborators and above.

Projects

Where the work happens. Projects is your hub for managing active onboarding initiatives — filter by stage, owner, or tags, and drill into the details of any open project.

Accounts

Accounts gives you visibility into the organizations you’re working with. Use it to track account-level context across multiple projects and customer relationships.

Users

View and manage internal team members and customer users. Admins can add users, update roles, and manage permissions from here.

Insights

Insights provides a visual overview of onboarding performance — completion rates, task trends, time-to-launch, and more.

Available to Collaborators and above. May require specific license.

Resources

Resources is where shared materials and reference content live — things you want your team or customers to access easily.

Library

The Library holds your reusable content: playbooks, modules, and task templates. Build your process once here, then launch it for every new customer without starting from scratch.

Settings

Super Admins use Settings to configure OnRamp for your organization — managing users, data fields, portal branding, integrations, and more.

Support

Access help documentation and contact options. Use Support to get assistance or report an issue.

Tips

• Can’t find a menu item? Your user type or license may restrict access. Check with your OnRamp Admin.

• Looking for something specific? Use Search at the top of the left-hand nav.

• Views not saving? Click Save View after adjusting your filters.