TeamworkIQ makes it easy to track and manage recurring processes, workflows and procedures. TeamworkIQ's templates make it even easier.
Here's how to start a new checklist workflow process from a template.
1. Find or create the template you want to use.
From the Main Menu, click "Templates". Here you will find all the templates for your account. Use the lists or the search box at the top of the screen to find existing templates. If you cannot find the right template for your needs, create and publish a new one.
2. Start a new checklist from a template.
Click on any published template to preview it. Once you are viewing the template, click NEW CHECKLIST FROM TEMPLATE.
3. Start the New Checklist
As soon as you click NEW CHECKLIST FROM TEMPLATE, a new DRAFT checklist will be created for you. Make any changes to the title, tasks, assignments or other details you need.
Click START to start the checklist. As soon as you do, all checklist participants will be notified that the checklist is live and ready to use.