Onboarding and activation only happen when someone owns the next step. Tasks give every partner a clear checklist, assigned and tracked, so nothing stalls.
What it does
Tasks are the concrete to-dos that drive a partner forward: complete onboarding steps, finish training, submit a document, book a kickoff. You assign tasks to partners or your own team, apply journeys so the same playbook reaches every new partner, and automate task creation so the right tasks appear at the right moment. Partners see their tasks in the portal and check them off, and you track completion across the program. Where Journeys describe the phases a partner moves through, Tasks are the individual actions that get them there, and both work together.The problem it solves
- New partners stall without a clear next step → Every partner gets an assigned, visible task list.
- Onboarding is rebuilt by hand for each partner → Journeys apply the same playbook automatically.
- Managers chase tasks over email → Tasks are tracked in one place with status.
- Partners do not know what to do in the portal → Their tasks appear right in the experience.
From problem to solution
Instead of an onboarding plan that lives in a spreadsheet and depends on manual chasing, tasks are assigned and automated through journeys. A new partner sees exactly what to do, the manager sees who is behind, and activation becomes a repeatable motion rather than a series of reminders.Use cases
Drive onboarding
Give new partners a clear, assigned checklist.
Reuse a playbook
Apply journeys to every partner.
Automate the next step
Create tasks automatically at the right moment.
Track activation
See task completion across partners.
Impact
- Low total cost of ownership - partner managers build and assign tasks with no code.
- Partner self-serve - partners see and complete their own tasks in the portal.
Who it’s for
Partner Manager
Assigns and tracks partner tasks.
Partner Operations
Journeys and automations for the onboarding playbook.
Works with
Journeys
Tasks make up a journey.
Tasks
Same task model on shared deals.
Experiences
Show partners their tasks in the portal.
Headless
Going deeper
How to
Setup, configuration, and all how-to guides.
API reference
Endpoints and code.