Playbooks & Templates | OnRamp Knowledge Base

Learn how to create and manage templates, default settings, and reusable configurations to standardize your workflows.

Understanding Modules vs Tasks

Building a Reusable Task Strategy That Scales

Building Reusable, Linked Modules for Scalable Onboarding

Import a Playbook into OnRamp

Setting Up Task Roles

How to Create & Use Merge Fields

Control Task Order in a Module with Work Order Settings

Save a Project as a Playbook

OnRamp Playbook Audit Checklist

Set Up Dynamic CSM Contact Info in Playbooks

Playbook and Library Overview

Self-Serve Playbooks

Automatic task dates (Beta)

Updating Projects from a Playbook (Beta)