Getting Started
Get up and running quickly with OnRamp. Learn the basics of navigation, setup, and your first steps so you can start managing projects right away.
Welcome to OnRamp 🎉Welcome to OnRamp! This is the platform your team will use to manage onboarding and projects with us.
Navigating the DashboardThe OnRamp Dashboard is your personal command center.
Navigating the OnRamp MenuWhether you're brand new or just need a refresher, this guide helps you get oriented quickly.
Creating Your First ProjectProjects are the heart of OnRamp — they hold the tasks, modules, and timelines you’ll use to onboard customers.
How Task Roles WorkInstead of assigning every task to a specific person, you tie tasks to roles like Onboarding Lead or Account Manager.
Working on Your First TaskTasks are where work gets done in OnRamp. Each task includes clear instructions, due dates, and often subtasks to guide you step by step.
What Customers See: End-User Portal WalkthroughUnderstanding the customer view helps you design playbooks, tasks, and messaging that feel intuitive and keep users engaged
Getting added to a new ProjectWhen you’re added to a new project in OnRamp, you’ll receive an email notification.
Understanding OnRamp AIOnRamp AI is your built-in intelligence layer for turning project and customer data into actionable insights. Instead of spending hours analyzing spreadsheets, you can instantly generate summaries, recommendations, and visual…