OnRamp Overview

New to OnRamp? Start here. This short video covers what OnRamp is, why teams use it, and the five core building blocks you'll work with as an admin. By the end, you'll have the foundation you need to start building repeatable onboarding journeys.

What You'll Learn

OnRamp is onboarding software. Its job is simple: help you deliver smooth, consistent, and scalable onboarding to every customer — without recreating everything from scratch. Your customers move through onboarding inside a guided portal while your team manages the journey behind the scenes.

To make this work, OnRamp is built on five key components. Here's a breakdown of each one.

The 5 Core Building Blocks

📘 Playbooks — Your Repeatable Templates

Playbooks are templates you design once and reuse across customers. You create projects directly from a Playbook — either manually or using automations. The Playbook itself stays in your Library and isn't affected when you launch a project from it, so you can continue refining it without impacting existing customer projects.

🗂 Projects — The Heart of OnRamp

Projects are where the actual customer work happens. A project organizes your tasks, timelines, and customer collaboration all in one place. When you're ready for a customer to begin, you invite them to their project. Every customer gets their own project, generated from a Playbook.

📦 Modules — Phases or Chapters in the Journey

Modules act like mini Playbooks. They bundle several related tasks together and represent a major phase or chapter in the onboarding journey. Because Modules are reusable, you can add the same Module to multiple Playbooks and Projects — making it easy to standardize common phases (like kickoff, configuration, or training) without rebuilding them each time.

✅ Tasks — The Outcomes You Need Completed

Tasks are the specific outcomes you need completed during a project. Each task can be assigned to a customer or to an internal team member. Tasks show up in both the internal OnRamp workspace and, when appropriate, the customer-facing portal.

🔢 Subtasks — The Steps Inside Each Task

If a task is what you want your customer to do, subtasks are how they do it. Subtasks are the specific steps that make up each task — individual prompts, inputs, uploads, or decisions that guide the customer through completing that task step by step.

Once you understand these five building blocks, you're ready to build repeatable journeys, launch projects automatically, and guide customers to activation faster.

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