Overview
Projects are the heart of OnRamp — they hold the tasks, modules, and timelines you’ll use to onboard customers. When creating your first project, you can either start with a blank project or, if you already have Playbooks, launch from one of those templates.
Before You Begin
Make sure you can log in to OnRamp.
Have a project name in mind.
Steps to Create Your First Project
From the left-hand menu, click Projects.
Select Create Project.
Choose how you want to start:
From a Playbook → Launch a project with a predefined template (if available).
Blank Project → Build a project from scratch.
Enter your Project Name.
Add the Customer you want to associate with the project.
Set the Start Date and End Date.
Click Create.
Now you’ll have a new project shell — let’s add to it!
Add Modules, Tasks, and Subtasks
Inside your project, click + Add Module.
A Module is a section of work (e.g., “Kickoff,” “Training,” or “Launch”).
Inside the module, click + Add Task.
Give the task a name, assign it to a role, and set a due date.
Add as many Modules, Tasks, and Subtasks as needed to build your onboarding process.
Subtasks can be added from within a task to create detailed step-by-step instructions.
💡 Pro tip: Subtasks are perfect for instructions that repeat often, like collecting customer files or running a kickoff call checklist.
Next Steps
Track progress on the dashboard as tasks are completed.
✅ Congrats — you’ve created your first project. From here, you can also save it as a Playbook to reuse later.