Learn how to find your way around OnRamp with confidence. This article breaks down each main navigation area, so you know where to go to manage projects, track tasks, view insights, and more. Whether you're brand new or just need a refresher, this guide helps you get oriented quickly.
Dashboard – Your Command Center
Think of the Dashboard as your personal HQ. It gives you a quick overview of everything happening across your projects.
View overdue and upcoming tasks
See high-level project progress
Jump directly into action items
Projects – Where the Work Happens
Click into Projects to view, manage, and work on active onboarding initiatives. Each project includes its own tasks, timeline, and settings.
Filter by project stage, owner, or tags
Open a project to view details or make updates
Use templates to standardize your approach
Insights – Measure What Matters
Head to Insights for a visual overview of performance and progress. Whether you want to track overdue tasks or measure time-to-launch, Insights helps you spot trends fast.
Review key onboarding metrics like FRT and Completion %
Filter by date range, organization, or team
Export reports to share results
Settings – Configure Your Experience
Admins can tailor OnRamp to your organization’s needs in the Settings menu.
Manage users and permissions
Create custom data fields
Adjust branding and portal language
Library – Build and Reuse Playbooks
The Library holds your standardized playbooks, tasks, and templates. Build once, reuse everywhere.
Create modules and workflows
Preview what customers will see
Update content without disrupting live projects
Views – Work the Way You Want
Use Views to customize how you see projects and tasks.
Filter by fields like status, date, or owner
Save views for quick access later
Switch between layouts (list, gantt, board)
Tips & Troubleshooting
Can’t see a menu item? You may need different permissions—check with your OnRamp Admin.
Looking for a specific project or task? Try the global search bar at the top.
Views not saving? Make sure you’ve clicked Save View after customizing filters.