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Fulfillment overview

The fulfillment platform helps you organize projects, assign tasks, track progress, and deliver results to clients. Use Task Manager to manage work by account, collaborate with your team, and keep clients informed through Business App.

Why use Fulfillment?​

  • Organized delivery – Projects and tasks in one place; break down work by account and track deadlines.
  • Team collaboration – Assign tasks, set up groups, and get notifications so nothing is missed.
  • Client visibility – Share project updates and comments with clients in Business App; optional approval workflows.
  • Consistent results – Templates and automation for common workflows; productivity reports to monitor performance.

What's in this section​

  • Task Manager – Getting started, accounts, projects, tasks, settings, and templates (all under Task Manager).
  • Users – Manage users, groups, notifications, and permissions for fulfillment.
  • Productivity Reports – Team productivity and performance metrics.

Get started​

  1. Set up your team – Partner Center → Administration → My Team: add Digital Agent users, configure groups and permissions.
  2. Open Task Manager – Use the main navigation; review Projects and Tasks tabs.
  3. Create a project – Create Project in Task Manager; select account and type; add tasks and assignees; set deadlines.
  4. Use templates – Create reusable project templates or use pre-built ones; optionally auto-create projects when products activate.

Common workflows​

Project delivery – Create a project from a template, assign tasks, communicate with clients in Business App, track progress to completion.

Team collaboration – Organize users into groups, assign projects and tasks, set notifications, monitor productivity in reports.

Client communication – Share updates and comments; make tasks visible in Business App; use approval settings so clients can approve and give feedback.