Summary / When to Use This
Projects are the heart of OnRamp. They organize your tasks, timelines, and customer collaboration in one place. This guide walks you through creating a new project—whether you want to start from a Playbook, pick Modules, or build from scratch.
Steps to Follow
1. Start a New Project
Go to Projects in the sidebar.
Click Create Project.
2. Choose How to Build Your Project
You’ll see three options to kick things off:
Playbook – Start from a prebuilt Playbook. This will automatically bring in saved tasks, roles, and timelines.
Modules – Pick and choose from your Library of Modules to quickly assemble the right flow.
No Tasks – Begin with an empty project and configure everything yourself.
Pro tip: Use Playbooks for repeatable onboarding or customer journeys, and Modules when you only need parts of a process.
3. Add Project Details
No matter which method you choose, you’ll want to confirm a few basics:
Project Name – This appears in the Customer Portal and across OnRamp.
Customer (optional) – Assign the project to a Customer record. Projects without one will show as “None.”
Playbook or Modules (optional) – Select to prepopulate your project with structure and tasks.
Role Assignment – If your Playbook or Module includes role placeholders, assign the right users to them.
Start and End Dates – Set your project timeline. If you’re using a Playbook, OnRamp can calculate the End Date automatically.
Integrations (optional) – Connect the project to your CRM records, send updates to Slack, or enable other integrations.
Tips & Troubleshooting
Unsure which option to pick? If this is your first time, choose Playbook for the most guided experience.
Can’t assign a Customer? Make sure the Customer exists in OnRamp first. You can add new Customers from the Customers tab.
Need flexibility? You can always edit project details and tasks later—even if you started from a Playbook.