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 manage in PartnerHQ. Everything related to a specific event, project, or needed collaboration is organized within a Project.
Partners
A Partner is any individual or organization you collaborate with within a Project.
Tasks
Tasks are the individual, actionable to-do items that drive a Project forward. They are the core engine for managing work and transactions.
Internal Tasks
Internal Tasks are private to-do items visible only to your internal team. They are used to manage behind-the-scenes work that Partners do not need to see.
Resources
Resources are the centralized, shared digital library for your Project. It is the designated location for storing and sharing all important documents with your Partners.
Comments
The Comments feature enables contextual communication between you and your Partners directly within the platform, replacing external email chains.
Announcements
Announcements are a communication tool used to broadcast messages to specific, targeted groups of Partners within your Project.
Tags
Tags are customizable labels or categories that can be applied to nearly any item in PartnerHQ, including Partners, Tasks, and Organizations. They are a powerful tool for organization and segmentation.
Use Cases:
Access
Access refers to the methods by which Partners can join your Project. You control how new Partners are added.
CustomerHQ
CustomerHQ is your dedicated support and resource hub for PartnerHQ. It provides tools and assistance to help ensure your projects are successful.
What's Included: