> ## 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.
# Create and show partner tasks
> Create a one-off task on a partner with the right owner, due date, visibility, and auto-complete action, then surface it in the partner portal.
{/* A task is a single to-do on a partner or your own team, with an owner, a due date, and a
status. This guide covers the whole job: create the task with the right assignee and
visibility, optionally let it complete itself when the partner acts, and then surface it in
the partner portal so the partner actually sees and finishes it. Reach for it for one-off
steps that do not warrant a reusable journey. */}
## What you'll achieve
A task assigned to the right person with a due date and visibility set, optionally completing itself when the partner takes an action, and showing up in the partner portal so the partner sees exactly what to do and can check it off without leaving the portal.
## Before you start
Know which partner the task is for. You need permission to manage partners and tasks.
To surface tasks in the portal, you need a published experience the partner can access.
## Watch it
## Steps
### Create the task
Go to [Partners](https://app.introw.io/partners), open the partner, and go to their **Tasks** tab. Add a task and give it a clear name that states the action.
Fill in the task so it lands on the right person with a clear deadline:
* **Due date** - the date the task is due. Set it so the partner knows the deadline; leave it empty for no due date.
* **Assignee** - who is responsible: **your team**, the **Partner** (anyone on their team), a specific **Role** on the partner's team, or a named **Individual** (which can resolve to the partner's assigned partner manager). Choose the level of accountability the step needs.
* **Visibility** - who can see the task: **Public** (your team and the partner), **Internal** (your team only), or **Assignee** (your team plus the assignee). A task assigned to the partner must stay visible to them, so it cannot be Internal.
* **Status** - **To do**, **In progress**, or **Done**. New tasks start in To do.
* **Description** - the instructions the partner reads. Be specific so they can act without asking.
* **Attachment** - an optional file to attach for reference.
### Automate completion (optional)
To let the task complete itself when the partner does something in the portal, use **Add action** and pick the **Action type**:
* **Watch asset** - completes when the partner views a chosen asset. Select the asset.
* **Upload** - completes when the partner uploads a file.
* **Submit form** - completes when the partner submits a chosen form. Select the form.
* **Go to link** - completes when the partner opens a link. Enter the URL.
* **Complete course** - completes when the partner finishes a chosen course. Select the course.
* **Obtain certificate** - completes when the partner earns a chosen certificate. Select the certificate.
Set the **Button label** the partner sees on the task, then save. The task moves to **Done** on its own once the partner completes the action, giving you a clean signal they did the step. **Complete course** and **Obtain certificate** finish automatically the moment the partner completes the course or is issued the certificate, so there is no button to click for those.
### Show the tasks in the portal
Go to [Portal](https://app.introw.io/templates) and edit the experience the partner receives. If tasks don't have an obvious home, add a dedicated **Tasks** tab so partners find them instantly.
Add the **Tasks** block to a section of the experience, then open its settings to reach the **Configure Tasks** panel.
In the panel, decide which tasks appear:
* **Layout** - show tasks as a **list** or a **grid**.
* **Standalone tasks** - turn this on to show the ad-hoc tasks you create directly on a partner (the ones from this guide), not just journey tasks.
* **Journey** - additionally include a journey's tasks in the same block by selecting it and turning on **Include tasks in this widget**.
* **Properties** - drag to control which task properties partners see, and in what order.
* **Collaboration** - optionally let partners add their own tasks, and hide completed tasks after a set number of days.
This lets one block show both one-off tasks and journey steps together.
Save the configuration and publish the experience to the partner so their live portal updates and they see their tasks.
## Verify it worked
The task appears on the partner's **Tasks** tab with the owner, due date, and visibility you set. A logged-in partner sees their assigned tasks in the experience and can complete them there, and an automated task moves to **Done** on its own once the partner takes the action.
## Related
Reuse a checklist across many partners instead of a one-off task.
Enroll partners in a journey from the portal automatically.
Full configuration options for tasks.