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Navigating the Dashboard

The OnRamp Dashboard is your personal command center.

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

The OnRamp Dashboard is your personal command center. It shows you everything that’s happening across your onboarding projects—at a glance. Whether you're managing tasks, tracking customer progress, or checking recent activity, the Dashboard keeps you in the loop and one step ahead.


1. View your tasks at a glance

This section gives you a real-time look at what's on your plate.

  • My Tasks: See tasks assigned to you

  • Customer Tasks: Keep an eye on what your customers need to complete

  • You’ll also see task dependencies, due dates, and whether anything’s blocked


2. Track your workload

The My Workload chart shows how your tasks are trending.

  • View upcoming tasks by day

  • Spot overdue items

  • See how you're pacing compared to your customer


3. Monitor your projects

Get a full list of projects you're involved in.

  • Shows project name, role, and key dates

  • Lets you jump into a project directly from the Dashboard


4. Stay updated with activity logs

The Activities panel highlights recent actions taken by you or your customer.

  • See what’s been completed and when

  • Quickly spot if a project has stalled or is moving forward


Tips & Troubleshooting

  • Not seeing expected data?
    Make sure you're listed on the project as a member or owner. The Dashboard only shows items tied to you.


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