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Partnership Views — one place to see every partnership and your next task

October 16th, 2025

Released: Oct 16, 2025 Type: New feature

TL;DR

See all partnerships in a single view and always know “what’s my next task?”

  • Clarity: progress simplified to Setup → Testing → Go Live → Live
  • Granularity: tasks appear at Partnership and Relationship (transaction type) levels
  • Transparency: standardized Waiting reasons show who and what is pausing progress
  • Performance: list loads target under 1 second

What’s new

  • Unified Partnerships list - Partner and task context in one row with a single, system-selected Next Task to cut noise.
  • Progress at a glance - The Progress column shows simplified steps and time-in-step.
  • Relationship drill-down - Click a partnership to see each document type (e.g., 850, 855), its progress, next task, and any Waiting flags.
  • Standardized Waiting (manual) - mark tasks as Waiting with reasons like Integration, Test files, Testing, or Other. Waiting is informational and does not block other evaluations.
  • Live beacon details - In Live, hover the “Live Transactions” beacon to see which documents are live vs. still pending.

Why it matters

  • Focus - One clear action to move the partnership forward.
  • Speed - Faster list loads; less time hunting, more time executing.
  • Predictability - Standard phases and reasons make cross-team communication straightforward.

Get started

  1. Open Partnerships and review the Next Task for each row.
  2. Click a row to drill into Relationships for transaction-type details.
  3. Use ⋮ → Mark as Waiting to set who’s waiting and why; it will auto-clear when we detect progress.

Errors vs. Waiting

  • Waiting - You’re waiting on a customer or external dependency (informational only).
  • Error - A resolvable issue detected by evaluation (for example, a validation error). Fix the root cause and the task moves out of Error on the next evaluation.

FAQs

  • Why only one next task? Multiple items can be pending; we surface the most relevant one to keep execution focused.
  • Can I close a task manually? No - completion is event-driven to maintain integrity.
  • A task looks stale - what should I do? Drill into the relationship for context. If it still looks off, ask an onboarding teammate to trigger a re-evaluation.

Read all about partnerships here