Add and record external partner from new task
Add and record external partner from new task
Your external partner requests in tasks lack an owner or registry entry, delaying vetting and outreach. Create partner records and assign ownership so evaluations proceed same day.
Overview
Partner requests reported as project tasks frequently go unrecorded and owners remain unclear, which stalls evaluation and outreach. This flow turns each new request into a tracked partner record with an assigned owner and a clear status message sent to the requester, so evaluations move forward same day.