Overview
Task templates empowers you to create predefined lists of tasks that can be applied for specific needs, such as onboarding new partners, managing partner training , or setting up recurring workflows.
By defining structured task lists, you can ensure that every partner is guided through a consistent onboarding process, equipped with the right training resources, and aligned with your operational goals.
This feature helps your team save time, maintain consistency, and avoid missed steps, while giving your partners a clear roadmap to success within your program.
Manage task templates
Manage your task templates within the Tasks navigation item and start adding those recurring tasks to the template that your partners or your team need to accomplish.
Create a task template
Easily create a task template by clicking Create task template or use one of Introw's suggested task templates and overwrite them with your needs.
The due date and assignee are variable options that will be applied when assigning the task template to your partner.
For example:
The due date of the Sign NDA task should be 1 day after you assign the task template to your partner. If you assign the task template to your partner on the 10th of January, the due date will be set to 11th of January.
How to assign tasks on auto-pilot
You can apply these tasks (templates) directly through the Partner Experience Builder, making it easy to assign consistent, repeatable task flows to partners based on their journey stage or profile. This ensures every partner gets the right guidance—without manual setup each time.
Within the experience builder add the task section and configure which set of tasks need to be displayed.
Task collaboration and configuration
You are able to work with your partner on a table view of tasks or use the kanban board layout to use a project approach within the partner room experience.
Completed tasks can be archived automatically after a relative set of days has passed to keep a clean and structured overview of outstanding tasks and too avoid clutter of completed tasks.
On the partner detail, within the task tab you will be able to see the assigned tasks and add tasks from a template as well by clicking Add task > Add from template.
Choose which task template you want to assign to your partner and click Use template.
