Tasks & Subtasks
Master tasks and subtasks to keep projects moving. Learn how to assign work, build workflows, and track progress.
Tasks
Learn how to create, assign, and manage tasks, reminders, and to-dos.
Add Tasks and Subtasks in OnRampTasks are the building blocks of your projects.
Set Task Dependencies in OnRampTask dependencies let you control the order of work in a project.
Assigning and Managing Tasks in a ProjectLearn how to assign tasks to teammates, update statuses, and manage tasks within an OnRamp project.
Assign, Manage, and Complete Tasks in a ProjectUse this guide to learn how to assign tasks, manage task settings, and complete your work efficiently.
Send a Nudge Reminder About a TaskSend emails to nudge customers or coworkers about a task
Use Task Comments to Collaborate on WorkTask comments let you and your customers ask questions, provide context, and discuss details right where the work happens.
Playbook Modules vs. Single Tasks: When to Use EachCompare modules (reusable sets of tasks) and single tasks in OnRamp playbooks and learn when to use each.
Reset a Task in OnRampResetting a task clears its completion state and Subtask Responses.
Control Task Visibility in OnRampThis is especially helpful when you want to track internal work without exposing sensitive details—or when you want customers to know something is in progress, but not the full details.
Working with Task Due DatesBy understanding how start and due dates work together, you can make adjustments confidently and ensure tasks reflect the right timing.
How Task Statuses Work in OnRampThese statuses are automatically updated based on customer activity, subtask completion, and task dependencies. Knowing how they work makes it easier to track progress without manual updates.
Subtasks
Design smarter processes with subtasks, conditional logic, dependencies, and embedded steps.
Creating Multi-step tasksThis helps you capture detailed information, create checklists, or walk users through structured workflows without creating separate tasks
Use Conditional Logic in SubTasksConditional logic lets you make tasks smarter by showing or hiding certain subtasks based on answers.
Use the Embeddable Task Step in OnRampThe Embeddable step lets you bring the outside world into OnRamp. You can insert almost any web content.
Views & Tracking
Track project activity through custom views, notifications, logs, and Gantt charts.
Creating and Saving Custom ViewsLearn how to build and save custom views in OnRamp to quickly access filtered lists of tasks or projects.
Generate AI Summaries in ViewsFrom any View in OnRamp, you can generate a written analysis with insights, recommendations, and charts—all in seconds. This gives you a powerful starting point for making data-driven decisions.
Explore Insights in OnRampThe Insights dashboard gives you a data-driven view of how your Playbooks, Projects, and Tasks are performing. Use it to track completion trends, monitor timelines, and identify areas for improvement.