OnRamp Glossary

A quick-reference guide to the key terms you'll encounter throughout OnRamp.

A

Account
A customer organization in OnRamp. Accounts group together the customer users and projects associated with a particular company. Note: you may see "Account" used in some areas where older versions of OnRamp displayed "Customer" — these refer to the same concept.

Activity Log
A per-project log of all actions taken — tasks completed, comments added, users invited, automations triggered, and more. The Activity Log now shows specific action labels (e.g. "comment posted," "user added to project") rather than generic entries, and supports filtering by user, date range, object type, and action. Useful for auditing progress and understanding where a project stalled.

Affiliated Account
A secondary customer organization linked to a project alongside the primary account. Used when a project involves users from more than one company (e.g. a parent company and a subsidiary).

Automation
A rule-based trigger that performs an action automatically when a condition is met — such as completing a task, updating a Salesforce field, or sending a notification.

C

Collaborator
An internal team member who can participate in a project but has limited permissions compared to an Owner or Admin. See User Types: Collaborators and Contributors for details.

Collection
A library-level grouping for reusable Modules. Collections help organize your Module library into logical categories.

Conditional Logic
A setting on subtasks that shows or hides a step based on how an earlier subtask was answered. Keeps tasks clean by surfacing only relevant steps.

Contributor
A customer-side user type with limited visibility — typically a stakeholder who needs access to certain project information but doesn't need to complete tasks. See User Types: Collaborators and Contributors.

Customer Portal
The branded, customer-facing interface where your customers log in to view projects, complete tasks, upload files, and collaborate with your team during onboarding.

D

Data Field
A custom metadata field attached to a project — used to capture structured information like contract value, region, product tier, or any other attribute that varies per customer. Data Fields can sync to CRMs and power automations. Field types include Dropdown, Multi-Select, Text, User, Date, Number, Currency, Color, and Link.

Dependency
A setting that prevents a task from becoming active until a specified predecessor task is completed. Used to enforce a required sequence of steps.

E

Engagement
An automatically calculated signal on each project indicating how actively the customer is participating in the portal. Values are High, Medium, or Low, based on recent portal activity.

H

Health Status
An automatically assigned status on each project reflecting how it's tracking against its timeline: On Track, At Risk, Overdue, or Completed.

I

Insights
OnRamp's built-in analytics platform. Provides charts and data across Playbooks, Projects, Tasks, Users, and Portal engagement — with AI-powered summaries, an AI chat interface, and new chart types including Gantt timelines, pipeline flow analysis, and project velocity metrics.

L

Lane
A column in the project view representing a phase or stage of work. Projects move through Lanes as tasks are completed. Lanes are defined in the Playbook and reflect your onboarding process stages.

Library
The central repository for reusable Playbooks, Modules, and Adobe Sign templates. Admins build and manage content here; Playbooks are launched from the Library into live projects.

Linked Module
A Module that is shared across multiple Playbooks. When a Linked Module is updated, the change propagates automatically to every Playbook that includes it — keeping processes consistent at scale.

M

Merge Field
A dynamic placeholder in task content or project names that automatically populates with real data (e.g. customer name, CSM name, product tier) when a project is created. Written as {{field_name}}.

Module
A reusable bundle of related tasks that can be dropped into any Playbook. Modules help standardize common workflows (like "Add a new user" or "Schedule kickoff call") across multiple Playbooks.

Multi-Select
A Data Field type that lets users select multiple values from a list, displayed as color-coded tags. Useful for tracking things like product lines, regions, or categories without creating separate boolean fields for each value.

N

Nudge
A manual, branded email reminder sent from within OnRamp to a task assignee. Includes your personal message and a direct link to the task. Different from automated reminders — a Nudge is intentional and personal.

P

Playbook
A reusable project template containing pre-configured tasks, stages, modules, roles, and logic. Playbooks are the foundation of consistent, scalable onboarding — create one, launch many.

Project
A live instance of a Playbook (or a one-off blank project) created for a specific customer. Projects track the full onboarding journey from start to completion.

R

Role (Task Role)
A functional placeholder (e.g. Onboarding Lead, Solutions Engineer) assigned to tasks in a Playbook. When a project is launched, real teammates are mapped to roles, and all tasks route automatically.

S

Stage
A defined phase within a Lane. Stages break a Lane into smaller, named milestones that tasks can be assigned to, helping visualize where customers are in the onboarding journey.

Subtask
A step within a task that the assignee must complete — such as filling out a form field, uploading a file, answering a yes/no question, or signing a document. Tasks can contain multiple subtasks with conditional logic.

T

Tag
A free-form label applied to a project for filtering and categorization. Tags are flexible and unstructured — use them for quick grouping (e.g. "Enterprise", "Pilot"). For structured data, use Data Fields instead.

Task
A single unit of work within a project — something that needs to be completed by either your internal team or your customer. Tasks can contain subtasks, dependencies, due dates, and role assignments.

To-Do
A lightweight personal action item that exists outside of any project. Created from the Dashboard for quick tracking of things like meeting follow-ups or cross-project work.

V

View
A saved, filtered, and customized list of projects, tasks, accounts, or users. Views support up to three levels of grouping, relative date filters, and AI-powered analysis. Shareable across your team and the backbone of OnRamp reporting.