How it works
A task is a single to-do assigned to a partner or to your own team, with an owner, a due date, and a status. You create tasks directly on a partner, or they appear when you Apply a journey, a reusable checklist built under Journeys. Partners see their tasks in the portal and complete them there. Journeys own the repeatable playbook (onboarding, activation, certification). Tasks are the individual steps inside it. See Journeys to build and apply a journey; use this feature for one-off tasks, automation, and showing tasks in the portal.Prerequisites
- Partners synced into Introw.
- Permission to manage partners and tasks.
- To show tasks in the portal, a published experience.
Settings & configuration
Tasks are managed from the partner area and the experience builder. Tasks are created with an owner, due date, and description, and assigned to a partner or a team member from the partner’s Tasks tab. Portal display shows a partner their tasks inside an experience by adding a tasks block.Setup walkthrough
Open Partners
Go to Partners.
Or apply a journey
For a repeatable checklist, build a journey under
Journeys and Apply it to partners.
How-to guides
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.
Limits & gotchas
Troubleshooting
- A partner sees no tasks in the portal - confirm tasks are assigned and a tasks block is on a published experience they can access.
- An automated task did not appear - check the automation trigger fired.