Docs

Kevin Hakman avatar Howard Weingram avatar
16 articles in this collection
Written by Kevin Hakman and Howard Weingram

API Key Management

Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

API Documentation

Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

Integration

Integrate TeamworkIQ with other Apps
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

Checklist Templates

Checklist Templates are ideal for your repeatable, recurring processes, workflows and procedures.
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

Add a Google doc, sheet or slides to a task

Howard Weingram avatar
Written by Howard Weingram
Updated over a week ago

Roles and Task Assignments

How to assign tasks to people or roles.
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

Date Variables

How to create placeholders for due dates so that the value can be set later.
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

Relative Due Dates

How to set due dates relative to other dates
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

Optional Tasks and Optional Task Lists - More powerful than you think

Use optional tasks to enable or disable entire branches of your checklist-driven processes and workflows
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

Forms

Add data-entry forms to workflows, tasks, and business process
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

Task Instructions and Details

Add instructions, images, videos, and other rich content to your checklists, processes, standard procedures, workflow steps and tasks
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

Task Notes

How to add notes for a task and share them with other process participants.
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

Quick Add Task

How to create and assign a single task
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

Reports

TeamworkIQ provides personalized progress and task assignment reports on a schedule you define.
Howard Weingram avatar
Written by Howard Weingram
Updated over a week ago

Checklist Life Cycle

How does a checklist move from "draft" to "done"?
Howard Weingram avatar
Written by Howard Weingram
Updated over a week ago

File Storage Policy

What are the file storage limits for my TeamworkIQ account?
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago