by Ryan Simmons | Sep 15, 2025
Here you will find core concepts and terminology used within PartnerHQ. Understanding these fundamental building blocks will help you effectively manage your events, partnerships, and overall workflow. Projects A Project is the primary container for any initiative you...
by Ryan Simmons | Sep 2, 2025
When building out tasks, descriptions help provide guidance to your partners. The general description field will be displayed on the task for all partners. ‘ If you need to provide segmented information for the same task, you can leverage the tag-specific...
by Ryan Simmons | Aug 3, 2025
To reorder the displayed order of resources on the dashboard, Hosts can use an option available in Host Settings > Resources to make adjustments to the default date-created order. Once in the Host Resources section, click the Reorder Resources button in the top...
by Ryan Simmons | Jul 29, 2025
If you need to confirm if your partner has been sent a specific message, you can confirm all system generated communication within PartnerHQ. Comments and replies are all available within Host Settings > Comments. This section enables you to view comments, both sent...
by Ryan Simmons | Jul 29, 2025
To export tasks, you can visit the Task section of Host Settings. Click the Export Builder button in the top right of the Tasks page. Make your desired selections individually using the checkboxes or leverage the top Select All Fields checkbox to select all tasks for...
