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