Creating tasks
Standalone tasks let you assign a specific action to a partner without linking it to a task template. Use these for one-off asks or anything outside your standard onboarding flow.
Step 1 — Go to Tasks and click Add task → Standalone task.
Step 2 — Fill in the task details:
Task name
Internal or partner-facing — internal tasks are only visible to your team, not to the partner
Due date
Assignee — assign to your partner, a specific partner contact, or someone from your team
Description (optional)
Attached file (optional)
Step 3 — Click Add task. The assignee will be notified automatically.
Deleting tasks
To delete a single task, open the task detail panel and remove it from there. To clean up multiple tasks at once, use the bulk delete feature — select the tasks you want to remove and delete them all in one go.