by Ryan Simmons | Jan 26, 2026
Change History is a built-in audit trail feature in PartnerHQ that automatically tracks and records changes made to important records in your project. This feature provides transparency and accountability by showing: who made a change, when the change occurred, and...
by Ryan Simmons | Jan 26, 2026
PartnerHQ allows you to embed external web content directly within tasks and resources. This eliminates the need for partners to leave the platform to view important information such as calendars, videos, forms, or documents. There are two supported ways to embed...
by Ryan Simmons | Jan 26, 2026
Task Completion Rules are a powerful automation feature in PartnerHQ that allow you to automatically tag organizations based on how they respond to fields within a task. When an organization completes a task and their answers match your defined conditions, the system...
by Ryan Simmons | Dec 12, 2025
Assets let you organize tasks and resources into meaningful categories so partners can easily filter, understand, and complete what’s required of them. A few examples of leveraging assets: Role- or Responsibility-Based Assets that help teams coordinate who does what...
by Ryan Simmons | Dec 11, 2025
Tasks can feature a “go-to” link that guides a partner to visit an external website to complete the task. Configuring Go-To Links When setting up a task with a go-to link, be sure to provide a clear Task Name and Task Description that makes it clear that your partners...
