Tasks are the building blocks of your projects. With OnRamp’s Subtask and Workflow Builder, you can break tasks into clear step-by-step instructions, add logic for different paths, and create a consistent process for your team and customers.
When to Use This
Use tasks to assign work to team members or customers. Add workflows when you want to guide users through a series of steps, questions, or approvals—perfect for onboarding, handoffs, or process-driven work.
Steps to Follow
1. Create a Basic Task
Go to the Playbook or Project where you want the task to live.
Click the [+New Task] button.
Enter the required details:
Name – A clear title for the task.
Assignee – The person responsible.
(Optional) Add a Description for context.
Click Save.
2. Open the Workflow Builder
Locate the Subtasks column in your task list.
Click the Subtask/Workflow icon.
The Workflow Builder opens, where you can add and organize subtasks.
3. Add Steps to a Workflow
Click (+) Add Step.
Choose a Step Type from the menu:
Single Choice (radio buttons)
Multi-Choice (checkboxes)
Dropdown
Yes/No Question
Text Answer (short or long)
File Share or File Request
Date or DateTime
Text Instructions (rich text editor for detailed guidance)
Share a Video (upload or embed from YouTube)
Embeddable (any URL or HTML embed)
Adobe ESign (requires integration)
Configure each step in the right-hand panel.
To delete a step, use the trash can icon.
4. Use Logic for Smarter Workflows
Add a Yes/No, Dropdown, or Single Choice step.
Logic branches appear automatically.
Click (+) on a branch to add subtasks that show only when that option is selected.
Example: If a user answers Yes, add a set of follow-up steps.
If No, skip those steps and continue the workflow.
Logic can nest multiple levels deep for advanced flows.
5. Customize Task Settings
When creating or editing a task, you can also:
Add Dependencies to control task order.
Set Visibility (internal-only or customer-facing).
Require steps to be completed in order or allow flexibility.
Ask for Customer Feedback (thumbs up/down) when the task is complete.
Attach Data Fields to track custom information.
Tips & Troubleshooting
Not seeing the [+New Tasj] button? Make sure you’re in a Module, as tasks must live under modules.
Workflow logic isn’t showing? Only Yes/No, Dropdown, and Single Choice steps support branching.
Task isn’t visible to customers? Double-check visibility settings in the task editor.