Knowledge Base

Knowledge Base

Guides, tutorials, and answers to the most common questions about PartnerHQ—built for event professionals, sponsorship teams, and partner-driven operations.

Partner Management

Change History (Versioning)

Track all changes made to records in your project with automatic audit trails showing who changed what and when.

Partner ManagementChange History (Versioning)

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Resources

Creating Assets

Organize tasks and resources into meaningful asset categories so partners can easily filter and complete what's required of them.

ResourcesCreating Assets

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Getting Started

PartnerHQ Terminology

Glossary of core PartnerHQ concepts including Projects, Partners, Tasks, Resources, Tags, Announcements, and Access methods.

Getting StartedPartnerHQ Terminology

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Communication

Confirming Partner Communication

Verify system-generated messages sent to partners by reviewing communication logs in the Comments and Individuals sections.

CommunicationConfirming Partner Communication

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Settings

Self Registration Links

Configure self-registration links with auto-tagging, organization assignment, and registration limits for partner onboarding.

SettingsSelf Registration Links

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Resources

Host Settings: Resources

Create, organize, and manage shared resources like maps, guides, and key reference materials for your partners.

ResourcesHost Settings: Resources

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Getting Started

Sending Invitations

Send system-generated invitations to partners after configuring your project's tasks, resources, and settings.

Getting StartedSending Invitations

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Communication

How do I configure email communication?

Configure email notification preferences for individual partners through the Host Dashboard notification settings.

CommunicationHow do I configure email communication?

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Partner Management

Organization Results Grid

View and manage all task submission data for a single organization in a spreadsheet-style layout with inline editing.

Partner ManagementOrganization Results Grid

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Partner Management

Host Notes

Add private notes and file attachments to Organizations, Individuals, Tasks, and other records visible only to your host team.

Partner ManagementHost Notes

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Partner Management

Why does my PartnerHQ Dashboard look different?

Overview of the April 2023 PartnerHQ dashboard redesign, including what changed and why based on user feedback.

Partner ManagementWhy does my PartnerHQ Dashboard look different?

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Getting Started

Introducing your new partners to PartnerHQ

Template and best practices for introducing partners to PartnerHQ before sending system-generated email invitations.

Getting StartedIntroducing your new partners to PartnerHQ

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Communication

Will my partners be reminded of upcoming Tasks?

Automatic email reminders are sent to partners with assigned tasks as due dates approach, with configurable notification settings.

CommunicationWill my partners be reminded of upcoming Tasks?

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Getting Started

Page Builder

Create branded public pages for your project to share event information, registration details, and partner-facing content.

Getting StartedPage Builder

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Getting Started

Fundraising

Run donation campaigns with multiple nonprofit organizations, allowing donors to browse and contribute to participating groups.

Getting StartedFundraising

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Resources

Embedded Iframe Content for Tasks and Resources

Embed external web content directly within tasks and resources so partners can view it without leaving the PartnerHQ platform.

ResourcesEmbedded Iframe Content for Tasks and Resources

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Task Management

Task Completion Rules

Automate partner tagging based on task field responses to trigger workflows, content assignments, and follow-up actions.

Task ManagementTask Completion Rules

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Task Management

Task Go-To Links

Add external website links to tasks that guide partners to complete actions outside of the PartnerHQ platform.

Task ManagementTask Go-To Links

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Partner Management

Organization Level Permissions

Modify permission settings at the organization level as a Project Owner for more targeted and granular access control.

Partner ManagementOrganization Level Permissions

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Task Management

Tag-Specific Descriptions on Tasks

Add segmented task descriptions for different partner groups using tag-based targeting for more relevant guidance.

Task ManagementTag-Specific Descriptions on Tasks

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Resources

Reorder Resources on the Dashboard

Drag and drop resources to customize the display order partners see on their dashboard.

ResourcesReorder Resources on the Dashboard

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Task Management

Task Results Export Builder

Export task results by selecting specific tasks and fields, delivered as a downloadable CSV file via email.

Task ManagementTask Results Export Builder

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Task Management

Read-Only Task Fields

Share non-editable information with partners through read-only task fields, ideal for approval items, discount codes, or partner-specific details.

Task ManagementRead-Only Task Fields

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Getting Started

Adding Hosts to Your Project

Add additional host users to your project, configure their dashboard access, and manage individual notification preferences.

Getting StartedAdding Hosts to Your Project

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Getting Started

Payment Options - Initial Setup

Set up Stripe payment processing for your project to accept payments for sponsorships, add-ons, and other partner transactions.

Getting StartedPayment Options - Initial Setup

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Task Management

Task Results

View and manage completed task submissions from the Tasks section of Host Settings, with filtering and detail views.

Task ManagementTask Results

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Task Management

Internal Tasks

Create and manage internal-only tasks for your host team to coordinate behind-the-scenes work, follow-ups, and triggered automations.

Task ManagementInternal Tasks

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Getting Started

Add an Individual Partner to your Project

Learn how to add individual partners to your project through Host Settings, including options for bulk uploads and self-registration links.

Getting StartedAdd an Individual Partner to your Project

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Getting Started

Utilizing Tags in PartnerHQ

Organize partners, tasks, and resources with tags to enable filtering, bulk actions, segmented communications, and automated workflows.

Getting StartedUtilizing Tags in PartnerHQ

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Task Management

File Size Limits for Uploads

Reference guide for maximum file size limits across different upload areas within PartnerHQ.

Task ManagementFile Size Limits for Uploads

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Partner Management

Limit the number of partners that can select an option from within a task

Use the Disappearing Options premium feature to limit how many partners can select each choice within a task field.

Partner ManagementLimit the number of partners that can select an option from within a task

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Partner Management

Manage Partner Permissions

Configure bulk and granular permissions for partner viewing, editing, and notification access using the Permissions Manager.

Partner ManagementManage Partner Permissions

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Task Management

What do I do if someone completes a task outside of my PartnerHQ project?

Use the 'View As' feature to complete tasks on behalf of partners when work happens outside the PartnerHQ platform.

Task ManagementWhat do I do if someone completes a task outside of my PartnerHQ project?

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Getting Started

Add your teammates to a project or event

Invite teammates to collaborate on your PartnerHQ project with appropriate access levels and role-based permissions.

Getting StartedAdd your teammates to a project or event

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Task Management

Manage uploaded files from all my tasks

Access and manage all partner-uploaded files across your projects from the Organization tab of the Host Dashboard.

Task ManagementManage uploaded files from all my tasks

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Partner Management

Allow end users to invite their teammates to an event or project

Enable a feature that lets partners invite teammates from their organization to help complete tasks and collaborate.

Partner ManagementAllow end users to invite their teammates to an event or project

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Getting Started

Add partners in bulk

Upload multiple partners at once using the bulk upload feature to quickly populate your event or project roster.

Getting StartedAdd partners in bulk

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Resources

How do I attach a resource to a task?

Link an existing resource to a task so partners can access supporting materials while completing their assignments.

ResourcesHow do I attach a resource to a task?

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Partner Management

How do I resend an invitation for a partner to join my event or project?

Resend invitations to partners who haven't confirmed their access, identified by the orange status indicator.

Partner ManagementHow do I resend an invitation for a partner to join my event or project?

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Task Management

How do you reopen a completed task?

Reopen an accidentally completed task using the 'Mark as incomplete' link available on any submitted task.

Task ManagementHow do you reopen a completed task?

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Partner Management

How do partners reassign a task to someone else in their organization?

Partners can reassign tasks to other members within their organization using the task settings gear icon.

Partner ManagementHow do partners reassign a task to someone else in their organization?

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Partner Management

Adding and inviting coworkers to a project or event

How partners can invite coworkers from their organization to join a project when the host has enabled this setting.

Partner ManagementAdding and inviting coworkers to a project or event

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Communication

Sending Announcements and Who Will See Them

Send targeted updates to specific partner groups using the Announcements feature, with details on who will receive them.

CommunicationSending Announcements and Who Will See Them

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Settings

Enabling Self Registration for Your Event

Create shareable self-registration links that allow organizations and individuals to join your project independently.

SettingsEnabling Self Registration for Your Event

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FAQs

Answers to the questions event planners, sponsorship managers, and partner teams ask most often.

Yes. Tag-based workflows automatically assign tasks, resources, due dates, and reminders.

Yes. Copy past projects, workflows, and resources to save time and ensure consistency.

Yes. Real-time dashboards show task completion, activity, and overall project health at a glance. You can also drill down to individual partner details and full activity history.

Partner messages and reminders are tied directly to tasks and resources, so nothing gets lost in email threads and everything stays connected to the information being discussed. You can also use announcements to send additional messages to all partners or a filtered group.

You have control of this process with a couple of options. Send direct invitations to your partner list, or have partners self-register through a guided flow, then automatically receive the right tasks, resources, and deadlines.

Simple pricing based on your quantity of partnered organizations—with unlimited users, admins, and projects included.

Most teams launch quickly with templates, guided onboarding, and hands-on support.

It's purpose-built for external partner collaboration—combining onboarding, communication, and workflows into one connected experience.

PartnerHQ is a centralized platform to manage partners, communication, tasks, and resources—all in one place.

It replaces scattered emails, spreadsheets, and PDFs with a single system that keeps partner work organized and on track.

Teams managing sponsors, vendors, speakers, volunteers, exhibitors, or more across events or multi-partner projects.

Yes. Each partner sees only their assigned tasks, resources, and updates—keeping everything simple and focused.

Still have questions? Reach out to our team anytime.

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