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Getting added to a new Project

When you’re added to a new project in OnRamp, you’ll receive an email notification.

Paul Holder avatar
Written by Paul Holder
Updated over a month ago

Summary / When to Use This

When you’re added to a new project in OnRamp, you’ll receive an email notification. Your new project will then appear on your Dashboard alongside any other active projects, so you can quickly see what’s next and what tasks are assigned to you.


Steps to Follow

1. Watch for Your Email Invitation

  • You’ll get an email letting you know you’ve been added to a project.

  • The email includes:

    • The project name

    • The companies involved

    • Your main point of contact

Settings - OnRamp 2022-12-12 at 12.50.31 PM

2. Open Your Dashboard

  • Log in to OnRamp.

  • Go to the Dashboard from the left-hand navigation menu.

  • You’ll see your new project listed with any others you’re already working on.

3. Access the Project

  • Click the project name to open it.

  • Inside the project, you can view:

    • The full list of tasks

    • Which tasks are assigned to you

    • Due dates for each task

4. Start Working on Tasks

  • Select a task assigned to you to open it.

  • Complete the task, upload files if needed, and mark it as done when finished.


Tips & Troubleshooting

  • Didn’t receive the email? Check your spam/junk folder or confirm with your project lead that you’ve been added with the right email.

  • Can’t see the project? Refresh your Dashboard or make sure you’re logged in with the same email address used in the invitation.

  • Managing multiple projects? Use the Dashboard to keep track of all your projects in one place.


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