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Applying a journey from the Journeys page is a deliberate, one-time push to a chosen set of partners. The tasks section in the experience builder does the opposite: it ties a journey to an experience, so every partner who receives that experience is enrolled automatically. Use it when onboarding should begin on its own as soon as a partner gets the portal, instead of someone remembering to apply the journey.

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What you’ll build

A tasks section in a portal experience that includes one or more journeys and auto-assigns their tasks to each partner who gets the experience.

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Before you start

1

Confirm setup

The journey and its tasks should be ready, and you should have a portal experience you can edit.

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Watch it

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Steps

1

Open the experience builder

Go to Portal and edit the experience that partners receive.
Edit the experience partners receive.
2

Add a tasks section

Add the Tasks block to a section of the experience.
Insert a new section into the experience.
3

Open the tasks configuration

Open the block’s settings to reach the Configure Tasks panel.
Open the block's configuration to pick journeys.
4

Choose which journeys to include

Under Journey, search for and select each journey you want shown here. Turning on Include tasks in this widget adds that journey’s tasks to the section. Pick Standalone tasks if you also want ad-hoc tasks to appear.
Choose which journey's tasks appear in this section.
5

Decide whether to auto-assign

For each included journey, set Auto-create tasks for partners when publishing:
  • On - every partner who gets this experience is automatically enrolled in the journey and receives its tasks. This is the auto-apply behavior.
  • Off - the section only displays journey tasks a partner already has; it does not enroll anyone.
With this on, every partner who receives the experience is enrolled in the journey automatically.
6

Save and publish

Save the configuration, then publish the experience so the rule takes effect for partners who receive it.

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Verify it worked

A partner who receives the experience automatically has the included journey’s tasks on their task list, without anyone applying the journey by hand.

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Limits & gotchas

Auto-assignment runs when the experience is published to a partner. Editing the journey afterward does not rewrite tasks already created for partners who were enrolled earlier. Auto-create is per journey; Standalone tasks cannot be auto-created.

Assign a journey and track progress

Push a journey to a chosen set of partners manually and follow their progress.

Create and show partner tasks

Show partners their tasks inside the portal.