> ## 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.

# Tasks

> Assign and automate the tasks that move partners through onboarding and activation, and show them to partners right in the portal.

**Open in Introw:** [Partners](https://app.introw.io/partners)

## 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](/features/partners/journeys), 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](/features/partners/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

<Steps>
  <Step title="Open Partners">
    Go to [Partners](https://app.introw.io/partners).
  </Step>

  <Step title="Create a task">
    Open a partner, go to **Tasks**, and add a task with an owner and due date.
  </Step>

  <Step title="Or apply a journey">
    For a repeatable checklist, build a journey under
    [Journeys](https://app.introw.io/tasks) and **Apply** it to partners.
  </Step>

  <Step title="Show tasks in the portal">
    Add a tasks block to a partner experience so contacts see their list.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Create and show partner tasks" icon="book-open" href="/features/partners/tasks/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.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  Applying a journey creates its full set of tasks for each partner, so review the journey before broad use. Tasks only appear to a partner in the portal if you add a tasks block to an experience they can see.
</Warning>

## 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.