Keeping your partners focused can be a challenge, but with Introw, you can create and assign Tasks to ensure they’re notified and stay on top of what’s essential for your partnership's success. To make this process more efficient and consistent, you can create Task Templates (predefined sets of tasks) that can be automatically applied to one or multiple partners.
The Tasks feature has been enhanced to give you better visibility, control, and efficiency when managing partner activities. With a structured, drill-down approach, you can now track progress from a high-level overview down to individual task details—all in just a few clicks.
Task template overview
When you access the Tasks page, you’ll now land directly on the Task Template overview. This serves as your central hub for managing partner tasks.
Here you’ll see:
A list of all your Task Templates
Completion rate percentages for each template, showing how much progress your partners have made
The number of partners linked to each template
This immediate visibility helps you quickly identify which processes are on track and which may need attention.
Task template detail
Clicking on a specific Task Template opens a detailed view of all tasks within that template. From here, you can:
See a list of individual tasks included in the template
View completion rates per task, giving insight into which steps are being completed and which are falling behind
See a breakdown of which partners are assigned to each task and their progress
This level of detail enables you to fine-tune your partner support strategy and optimize task flows as needed.
Editing task details
To manage a specific task, simply click on it from within the template detail view. You’ll be taken to the Task Detail page, where you can:
Edit the task name, status, description, due date, or assignee
Add comments, mentions or attach files,
See all activity related to the task
This makes it easy to monitor engagement, identify bottlenecks, and prioritize follow-ups, all without needing to click into individual partner records. It's a faster, more efficient way to manage partner workflows at scale.
What are task templates?
Task Templates are reusable collections of tasks designed to guide partners through specific processes, such as onboarding, training, campaign execution, or certification. Instead of manually creating tasks for each partner, you can save time by applying a template with just a few clicks.
Each template can include:
A list of specific tasks (e.g., “Watch onboarding video,” “Upload business plan,” “Complete product training”)
Due dates or timelines
Assignees (e.g., partner contact, internal team)
Optional descriptions or instructions