Projects & Playbooks
Everything you need to know about creating and managing projects, building playbooks, and keeping work on track.
Reorganize Tasks and ModulesUse this feature to adjust the order of tasks or modules in a Playbook or Project so they appear in the sequence you prefer. Reordering helps you group related items,…
Projects
Create and manage projects from start to finish — including setup, completion, and adding customer users.
Playbooks vs. One-Off ProjectsUnderstand the differences between reusable project templates and one-off projects in OnRamp so you can choose the right approach.
Create a New Project in OnRampProjects are the heart of OnRamp. They organize your tasks, timelines, and customer collaboration in one place.
Complete a Project in OnRampCompleting projects ensures your performance metrics stay accurate and helps keep your workspace organized.
Use Gantt Project View in OnRamphe Gantt view helps you visualize, plan, and manage tasks across your project timeline
Adding Customer Users to a ProjectFrom there, they can complete assigned tasks, view progress, and collaborate directly with your team.
View Project Email Activity Logs in OnRampThis gives you visibility into exactly what was sent, when it was sent, and to whom—no more guessing!
Understand Project Health & EngagementThese metrics help you quickly see how a project is progressing and where attention may be needed.
View Project Activity with the Activity LogNeed to know what happened (or didn’t happen) in a project? The Activity Log gives you a searchable audit trail of all actions in a project
Add Affiliated Accounts to a ProjectUse Affiliated Accounts when a single project needs customer users from more than one account
Playbooks & Modules
Build and customize playbooks and modules to standardize onboarding and repeatable processes.
Creating Your First PlaybookPlaybooks are templates for projects. They capture your modules, tasks, and roles so you can launch new projects quickly and consistently.
Saving a Project as a PlaybookIf you’ve built a project that you want to reuse in the future, you can save it as a Playbook.
Use the Library to Build Playbooks and Reusable ModulesThe Library in OnRamp helps you save time and stay consistent by letting you reuse Modules and full Playbooks across projects.
Create a Playbook Module in OnRampThey’re perfect for repeatable onboarding phases, internal processes, or customer milestones.
Previewing a PlaybookPreview your playbook from the customer portal to ensure tasks, instructions, and flows are correct before launching.
Using Self-Service PlaybooksAllow customers to launch their own projects from the portal by enabling self-service on a playbook.
Set Up Self-Service Playbooks for Specific AccountsBy limiting access to specific accounts, you control exactly which customers can initiate these Playbooks.
Use Linked Modules to Keep Playbooks ConsistentLinked Modules let you reuse a single module across multiple playbooks—perfect for standard processes you want to maintain in one place. When a linked module is updated, the changes automatically…
Control Task Order in a Module with Work Order SettingsWork Order settings let you control the order in which tasks inside a module must be completed. Use this feature when you want to enforce a structured sequence.