Use the Library when:
You’re building a reusable onboarding or implementation flow
You want to standardize customer experiences
Your team needs quick access to common project sections or workflows
Before you begin
Make sure you:
Have Playbook Roles configured so tasks can be assigned properly
Know which tasks or modules you want to reuse
Have admin or editor permissions in OnRamp
Steps to Follow
1. Create a Playbook
Go to the Playbooks section.
Click + Add Module and choose:
New Module to build from scratch
Add from Library to reuse an existing Module
Name your Playbook (e.g., Enterprise Onboarding).
Add Modules and fill in tasks under each one.
For each task, define:
Name
Assignee (via Role)
Dependencies (if applicable)
Start Date, Due Date, and Visibility
🗓️ Note: Dates are relative in a Playbook. For example, a task due +3 days from project start will be auto-calculated when a project is launched.
2. Save Modules to the Library
If you’ve created a great Module and want to reuse it:
Hover over the Module name.
Click the Save to Library icon.
Give it a name and confirm.
This makes the Module available to pull into future Playbooks or projects.
3. Use Library Modules in New or Existing Projects
To reuse a saved Module:
Open a project or Playbook.
Click + Add Module → Add from Library.
Select the Module you want to use and it will be inserted into your project.
You can modify the tasks after inserting if needed—your original saved version stays unchanged.
Tips & Troubleshooting
Save frequently used project sections like Kickoff Prep, Training Setup, or Go-Live Checklist as Library Modules.
Use Library Modules to scale your onboarding or implementation playbooks across customer types.
You can edit Modules after adding them without affecting the Library version.