# Track Journey Progress

Once a journey is assigned to a partner, use it to track where they stand, mark steps complete as they finish them, and manage the journey itself over time.

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## Overview

A **Journey** is a set of steps a partner works through, such as signing an agreement or completing training, built from a Journey Template. This page covers checking a partner's progress, marking steps complete, and managing a journey once it's assigned.

:::info
If you need to create a journey first, see [Create and Assign Partner Journeys](/prm/create-and-assign-journeys/).
:::

## Mark a Step Complete

Every step, regardless of its type, is marked complete the same way: manually, by you. Checking a step is a separate action from the partner's real-world progress. If a partner signs the agreement, finishes the course, or registers the deal elsewhere in the product, the step still won't check itself off — you'll need to confirm it happened and check it yourself.

1. Go to **Suger Console**, then **Partners**.
2. Click **Journeys**, then the **partner's name** to open their journey card.
3. Click the checkbox next to a step to mark it done.

![Partner journey card with checkboxes next to each step](images/complete-and-track-partner-journey-progr-1.png)

### Complete Custom Task Steps Linked to a Task

Steps linked to a task stay locked until the linked task itself is marked Completed.

1. Go to **Partners**, then **Tasks**.
2. Complete the task assigned to you.
3. Return to the partner's Journey card. The step's checkbox is now clickable.
4. Click the checkbox to mark the step done.

## Manage a Partner's Journey

Go to **Suger Console** → **Partners** → **Journeys** → **partner's name**, then click the **...** menu on the journey card. Use the option that matches what you need:

![Journey card ... menu showing Reset progress, Archive, and Reassign options](images/complete-and-track-partner-journey-progr-2.png)

| If you need to... | Use | What it does |
| --- | --- | --- |
| Start the journey over from the beginning | **Reset progress** | Clears all completed steps and returns the journey to its starting point. All steps become unchecked again. |
| Remove a completed journey from your active view | **Archive** | Permanently archives the journey. You can still view archived journeys later by filtering **Status** → **Archived**. |
| Apply changes you made to the journey template after it was assigned | **Reassign** | Updates the partner's journey assignment to reflect the latest version of the template. |

## Check Journey Progress

### Check Progress Across All Partners

Go to **Suger Console** → **Partners** → **Journeys** for a single view of every partner's journey assignments. What you check depends on what you're trying to find out:

- **Who needs my attention today?** Start with the summary line above the table (for example "3 active · 0 completed · 0 stalled"), then filter **All statuses** down to `Stalled`, since that's who's actually behind rather than just in progress.
- **How is one journey type performing across everyone?** Use the **All templates** filter to isolate it, then scan the **Progress** column for that group.
- **Where does one specific partner stand?** Use the **search bar** rather than scrolling, especially once your partner list grows.

![Journeys list with the status summary line, filters, and Progress column](images/complete-and-track-partner-journey-progr-3.png)

Two columns are worth knowing regardless of what you're looking for:

- **Progress** shows a bar and percentage for that row's journey.
- **Tier Outcome** shows which tier completing this journey will promote the partner into. A dash means this journey isn't tied to a tier. See [Partner Tiers](/prm/partner-tiers/) for how tiers are set up.

![Journeys list showing the Progress and Tier Outcome columns](images/complete-and-track-partner-journey-progr-4.png)

### Check a Partner's Progress in Detail

Go to **Suger Console** → **Partners** → **Journeys** → **partner's name**. If the partner has more than one journey assigned, each shows as its own card, stacked on the page.

![Partner detail view with multiple journey cards stacked](images/complete-and-track-partner-journey-progr-5.png)