FAQ

Answers to frequently asked questions

Kevin Hakman avatar Howard Weingram avatar
19 articles in this collection
Written by Kevin Hakman and Howard Weingram
Using TeamworkIQ

How to start a new Process from a Template

How to start new processes, checklists, and workflows from a process template.
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

How to assign tasks to work roles, job titles, groups or departments?

How can I assign tasks to "Director", "Hiring Manager", "IT Department "etc.? How can I assign tasks to "TBD"?
Howard Weingram avatar
Written by Howard Weingram
Updated over a week ago

How to add video, images and other content to your processes, workflows, checklists, and tasks

Add rich content and multimedia to Task Details and Instructions
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

How to print my process document or process checklist?

How to print a full process document as a PDF or as a paper checklist? Here's how to generate printable process docs from your templates.
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

How to create a Template from an existing Process or Checklist

How to turn existing processes and checklists into reusable templates for recurring processes, workflows and procedures.
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

Who can access a process?

Who can access a process, workflow, or checklist?
Howard Weingram avatar
Written by Howard Weingram
Updated over a week ago

How to turn off Email Notifications

How to change your email message settings for Workflows and Reports
Howard Weingram avatar
Written by Howard Weingram
Updated over a week ago

How can I customize the "Collaborative Task List"?

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

What if a file attachment fails to upload?

How to upload more than 50 files, larger files, or special types of files.
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

Why can I not save changes?

When you see a "Cannot save changes" here's what to do...
Kevin Hakman avatar
Written by Kevin Hakman
Updated over a week ago

How to Update Your Profile Image / Avatar

How to set, add, or update your profile photo or avatar image.
Kevin Hakman avatar
Written by Kevin Hakman
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 this week