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 automatically applies the tags you specify.
This feature helps you categorize and organize your partners without manual effort, making it easier to segment organizations for follow-up communications, reporting, and assigning additional tasks.
How Task Completion Rules Work
Task Completion Rules follow a simple If–Then logic: If [Field] [Condition] [Value], then add [Tag]
Example Rules
• If Sponsorship Level equals Gold, then add the Gold Sponsor tag
• If Dietary Restrictions is not empty, then add the Special Dietary Needs tag
• If Company Size includes 500+, then add the Enterprise tag
Automatic Tag Management
Task Completion Rules dynamically manage tags based on task status.
When a task is completed:
- Rules are evaluated
- Matching tags are automatically applied to the organization
When a task is marked incomplete:
- Any tags added by completion rules are automatically removed
This ensures organization tags always stay in sync with task responses.
Setting Up Task Completion Rules
Prerequisites
Before creating Task Completion Rules, ensure the following are in place:
- Custom fields: Rules are based on field values, so the task must include at least one custom field
- Tags: Tags must already exist in your project before they can be applied by rules
Creating a Task Completion Rule
- Navigate to the task you want to configure
- Scroll to the Completion Rules section at the bottom of the task settings
- Click Add Completion Rule
- Configure the rule:
• Select a field to evaluate
• Choose a comparison operator
• Enter a value (not required for is empty or is not empty)
• Select the tag to apply - Click Add Rule
Available Operators
The available operators depend on the field type.
| Operator | Description | Example |
| equals | Exact match | “Gold” equals “Gold” |
| does not equal | Not an exact match | “Silver” does not equal “Gold” |
| starts with | Begins with text | “Enterprise Plan” starts with “Enterprise” |
| ends with | Ends with text | “john@company.com” ends with “company.com” |
| includes | Contains text | “Platinum Plus” includes “Platinum” |
| does not include | Does not contain text | “Basic Plan” does not include “Premium” |
| is empty | Field has no value | Identify incomplete responses |
| is not empty | Field has a value | Confirm a response was provided |
Notes
- File upload fields support only is empty and is not empty
- Checkbox fields support only equals and does not equal
Managing Task Completion Rules
Once created, rules can be managed directly from the task settings.
- Enable / Disable: Use the checkbox to temporarily turn a rule on or off without deleting it
- Delete: Click the trash icon to permanently remove a rule
Disabled rules are saved but are not evaluated when tasks are completed.
Best Practices
- Plan your tags first: Create the tags you intend to use before setting up rules
- Use descriptive tag names: For example, use Needs Follow-up instead of Flag
- Test with a sample organization: Complete the task as a test user to confirm tags are applied correctly
- Combine with tag-based task visibility: Rules are especially powerful when paired with tag-restricted tasks
Example
- Rule: If Wants to Upgrade equals Yes, add Upgrade Interest tag
- Task: Upgrade Options task is visible only to organizations with the Upgrade Interest tag
Use “is not empty” for optional fields. This is useful for identifying organizations that responded to non-required questions
Example Use Cases
Categorizing Sponsorship Levels
- If Sponsorship Tier equals Platinum, add Platinum Sponsors tag
- If Sponsorship Tier equals Gold, add Gold Sponsors tag
- If Sponsorship Tier equals Silver, add Silver Sponsors tag
Identifying Special Needs
- If Accessibility Requirements is not empty, add Accessibility Accommodations tag
- If Dietary Restrictions includes Vegetarian, add Vegetarian Meals tag
Tracking Engagement
- If Interested in Future Events equals Yes, add Future Interest tag
- If Newsletter Signup equals Yes, add Marketing List tag