OnRamp Tutorials — Video Library

Last updated: March 27, 2026

The OnRamp Tutorials channel on YouTube is your go-to resource for video walkthroughs of the platform. Whether you're just getting started or looking to deepen your understanding of a specific feature, these tutorials cover the core workflows you'll use every day.

📺 Watch all tutorials in one place:
OnRamp Tutorials — YouTube Playlist →

Available Tutorials

Each tutorial below has its own dedicated article in this Help Center, complete with the embedded video and a chapter-by-chapter breakdown of what's covered.

Tutorial

What It Covers

Best For

OnRamp Overview

A full introduction to the platform — the dashboard, accounts, projects, tasks, and the Customer Portal.

New users and onboarding your team

Subtasks Overview

What subtasks are, how to add and configure them, visibility settings, and how customers interact with them.

Anyone building or editing tasks in a Playbook

Subtask Types

A walkthrough of every subtask type available (text, file upload, checkbox, URL embed, dropdown, date, number) and when to use each.

Playbook designers and workflow builders

Customizing the Customer Portal

How to brand the portal with your logo, colors, and domain — plus email customization, welcome messaging, and task visibility.

Admins and customer success ops leads

Playbook and Library Overview

What Playbooks are, how to build and manage them in the Library, and how to apply them when creating a new customer project.

Ops leads and anyone standardizing workflows

Suggested Viewing Order

If you're new to OnRamp, we recommend watching in this order:

  1. OnRamp Overview — Start here to understand the platform at a high level.

  2. Playbook and Library Overview — Learn how reusable workflows are structured and managed.

  3. Subtasks Overview — Understand how tasks are broken down into actionable steps.

  4. Subtask Types — Deep-dive into the specific input types available in subtasks.

  5. Customizing the Customer Portal — Configure and brand the experience your customers see.

More Resources

These tutorials are designed to complement the written documentation in this Help Center. After watching a video, use the search bar to find related articles for deeper reference on any topic covered.

Have a tutorial request or feedback on existing videos? Reach out to your OnRamp Customer Success Manager or contact us through the chat widget.