> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Auto-apply a journey from the experience

> Use the tasks section in the experience builder to auto-assign a journey to every partner who gets the experience.

> For partner ops who want a journey to start itself, no manual applying, the moment a partner lands on an experience.

Applying a journey from the [Journeys](https://app.introw.io/tasks) 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.

## 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.

## Before you start

<Steps>
  <Step title="Confirm setup">
    The [journey](/features/partners/journeys/guides/build-a-journey-from-scratch) and its
    tasks should be ready, and you should have a portal experience you can edit.
  </Step>
</Steps>

## Watch it

<Tabs>
  <Tab title="Video">
    <video controls playsInline preload="none" poster="https://assets.introw.io/docs/features/partners/journeys/guides/auto-apply-a-journey-from-the-experience/steps/01.png?v=1783332265" className="w-full rounded-xl" src="https://assets.introw.io/docs/features/partners/journeys/guides/auto-apply-a-journey-from-the-experience/video.webm?v=1783332265#t=2.5" />
  </Tab>

  <Tab title="Click through">
    <iframe className="w-full rounded-xl" style={{ width: "100%", aspectRatio: "16 / 11", border: 0, backgroundColor: "#FAFAFA" }} src="https://assets.introw.io/docs/features/partners/journeys/guides/auto-apply-a-journey-from-the-experience/walkthrough.html?v=1783332265" />
  </Tab>
</Tabs>

## Steps

<Steps>
  <Step title="Open the experience builder">
    Go to [Portal](https://app.introw.io/templates) and edit the experience that partners
    receive.

    <Frame>
      <img src="https://assets.introw.io/docs/features/partners/journeys/guides/auto-apply-a-journey-from-the-experience/steps/02.png?v=1783332265" alt="Open the experience builder" />
    </Frame>
  </Step>

  <Step title="Add a tasks section">
    Add the **Tasks** block to a section of the experience.

    <Frame>
      <img src="https://assets.introw.io/docs/features/partners/journeys/guides/auto-apply-a-journey-from-the-experience/steps/03.png?v=1783332265" alt="Add a tasks section" />
    </Frame>
  </Step>

  <Step title="Open the tasks configuration">
    Open the block's settings to reach the **Configure Tasks** panel.

    <Frame>
      <img src="https://assets.introw.io/docs/features/partners/journeys/guides/auto-apply-a-journey-from-the-experience/steps/05.png?v=1783332265" alt="Open the tasks configuration" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://assets.introw.io/docs/features/partners/journeys/guides/auto-apply-a-journey-from-the-experience/steps/06.png?v=1783332265" alt="Choose which journeys to include" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://assets.introw.io/docs/features/partners/journeys/guides/auto-apply-a-journey-from-the-experience/steps/07.png?v=1783332265" alt="Decide whether to auto-assign" />
    </Frame>
  </Step>

  <Step title="Save and publish">
    Save the configuration, then publish the experience so the rule takes effect for
    partners who receive it.
  </Step>
</Steps>

## 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.

## Limits & gotchas

<Warning>
  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.
</Warning>

## Related

<CardGroup cols={2}>
  <Card title="Assign a journey and track progress" icon="book-open" href="./assign-a-journey-and-track-progress">
    Push a journey to a chosen set of partners manually and follow their progress.
  </Card>

  <Card title="Create and show partner tasks" icon="book-open" href="/features/partners/tasks/guides/create-and-show-partner-tasks">
    Show partners their tasks inside the portal.
  </Card>
</CardGroup>