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Where it lives

Tasks lives at Tasks.
The Tasks tab of a partner record, with each task's status, due date, assignee, and the action the partner takes to close it.

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Before you start

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How it works

On a shared deal or CRM record, you add tasks that capture the next steps in the co-sell. Each task has an owner (your rep or the partner), a due date, and a status. Both sides see the tasks on the record they collaborate on, including from the CRM card, and notifications flag tasks that are due or overdue. Tasks sit alongside comments and collaborators on the shared record, so they are part of the same collaboration surface rather than a separate tool.

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How-to guides

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Troubleshooting

Tasks on a shared record are visible to the collaborators on that record, so only assign partner-owned tasks to partners you have shared the deal with. Chat reminders require the Slack or Teams integration; without it, reminders are email-based.
Confirm the deal is shared with that partner.
Confirm a due date is set and notifications are enabled.
Tasks belong to the record they were created on; recreate it on the correct deal.