Checklists are about getting things done and making sure they get done right. Sometimes extra instructions are needed to explain how to get things done. Perhaps someone is doing the work for the first time or they just need a friendly reminder of best practices to follow.

TeamworkIQ's Task Details and Instructions feature provides the solution. Use Task Details and Instructions to add formatted text, images, videos, links, code and more to give people the information or inspiration they need to get the job done.

Task Details and Instructions enable you to turn your workflows and checklist templates into robust Standard Operating Procedure (SOP) documents with added in-depth detail where needed and all the same great automated process management functionality of TeamworkIQ built right in.

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How to Add Task Details and Instructions

If you are using TeamworkIQ on a medium to large screen:

  1. When you click on a task you will see the Task Details and Instructions panel appear on the right.
  2. Enter content into that area just like you would using a word processor. In fact you can paste content you've copied from Microsoft Word, Google Docs or another word processing tool.

If you are using TeamworkIQ on a small screen:

  1. Click on the task to which you want to add Task Details and Instructions
  2. Click the "..." menu at the far right of the authoring toolbar.
  3. Enter content into that area just like you would using a word processor. In fact you can paste content you've copied from Microsoft Word, Google Docs or another word processing tool.

To format any text you enter, select the text you want to modify, then choose an action from the Task Details and Instructions toolbar.

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How to Add Images and Videos to Task Details and Instructions

To insert a video:

  1. Make sure the text insertion caret is where you want the video to appear.
  2. Click the video camera icon in the toolbar.
  3. Enter the URL of the share link of the video.

See the list of supported video and image hosting services below.

To insert an image:

  1. Make sure the text insertion caret is where you want the image to appear.
  2. Click the image icon in the toolbar.
  3. Enter the URL of the image.

See the list of supported image and video hosting services below.

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Where can I host the images and videos I want to include in Task Details and Instructions

At this time, the videos and images you want to include in Task Details and Instructions need to be hosted somewhere outside of TeamworkIQ. 

TeamworkIQ supports these video and image hosting services: 

  • Google Drive - videos, images, and general file storage and sharing
    Note: If you video or images do not appear, make sure the Google Drive Sharing settings for the file are set to allow your users to see the files.
  • YouTube - free video hosting
  • Vimeo - free video hosting with upgrade to paid services
  • Wistia - free video hosting with upgrade to paid services
  • Loom - free video hosting with upgrade to paid services
  • CloudApp - free video hosting with upgrade to paid services
  • Many other free image hosting services 

If you would like to see TeamworkIQ support other video or image hosting services, click the chat icon in the lower right corner of this document and ask us to enable it for your account.

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