Task Templates are pre-built sets of tasks that help guide partners through specific processes such as onboarding, training, campaign execution, or certification. Instead of recreating the same tasks for each partner, you can quickly apply a template in just a few clicks or link it to a partner experience for automatic enrollment.
Manage task templates
Easily create a task template by clicking Tasks Add task > Task Template or use one of Introw's suggested task templates and adjust them to your needs.
Task execution order: Sequential
Set the task execution order to Sequential which will allow you to create a structured set of tasks that must be completed in a specific order. This ensures partners follow the exact process you’ve designed—such as registering a deal before starting a sales training, completing required certifications before providing customer support, or signing an NDA before accessing sensitive materials.
Each task unlocks only when the previous one is marked complete, keeping partners on track, reducing skipped steps, and maintaining process consistency across all users
Task execution order: Flexible
Flexible task templates let partners complete tasks in any order that suits their workflow. For example, they can upload a company logo, review marketing guidelines, register a deal, or update contact information whenever it’s convenient without waiting for other tasks to be finished. This flexibility helps partners progress faster while still ensuring every requirement is eventually completed.
Create actionable tasks
Task Actions in Introw are designed to help you streamline your partner onboarding workflows by linking actions to specific tasks. With this feature, you can now automate task completion when partners view content, upload files, or take important steps like registering their first deal, all from within their partner room.
You can now link automated actions to tasks such as:
Viewing an asset (e.g., product video, case study, sales deck)
Uploading a file, such as an NDA, contract, or a specific onboarding form
Submitting an Introw form (e.g. registering their first partner lead or deal)
Going to an external link outside Introw (e.g., Calendly, Typeform, or your website for booking a demo)
Once the partners completes the action, the associated task will be automatically marked as done.
Task template progress
You can track how far along a set of tasks is by opening the task template and checking the overall Progress. This shows you the current stage of the task, such as To Do, In Progress, or Done and how many partners are linked to this set of tasks.
Task progress can also be monitored across multiple partners, making it easy to see who’s on track, who needs support, and where deadlines may be at risk. This helps you quickly spot trends, address bottlenecks, and keep projects moving smoothly.
