Tasks

Onboarding and activation only happen when someone owns the next step. Tasks give every partner a clear checklist, assigned and tracked, so nothing stalls.

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The problem it solves

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Impact

Nothing stalls a partner faster than not knowing what they are supposed to do next. A short list with their name on it is a smaller feature than it sounds and a larger effect.

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See it work

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How it works

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. 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.

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Run it from your AI assistant

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Going deeper

Works with