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FAQ
FAQ
Answers to frequently asked questions
20 articles in this collection
Written by
Kevin Hakman
and
Howard Weingram
Can I assign tasks to multiple people?
Yes. Here's how to assign tasks to more than one person.
Written by
Kevin Hakman
Updated over a week ago
What can a Process Owner do?
What is a Process Owner? Who can be a Process Owner?
Written by
Kevin Hakman
Updated over a week ago
Pricing and Plans
TeamworkIQ Pricing and Plans
What is the pricing for TeamworkIQ? How much does it cost? What plans are available?
Written by
Kevin Hakman
Updated over a week ago
Using TeamworkIQ
How to start a new Process from a Template
How to start new processes, checklists, and workflows from a process template.
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"?
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
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.
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.
Written by
Kevin Hakman
Updated over a week ago
Who can access a process?
Who can access a process, workflow, or checklist?
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
Written by
Howard Weingram
Updated over a week ago
How can I customize the "Collaborative Task List"?
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.
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...
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.
Written by
Kevin Hakman
Updated over a week ago
File Storage Policy
What are the file storage limits for my TeamworkIQ account?
Written by
Kevin Hakman
Updated over a week ago
Zapier, App Integration and API Use
How to find a Template Number, Process Number or Task Number
Template Numbers, Process Numbers, and Task Numbers can be found in the links (URLs) for each of those concepts.
Written by
Kevin Hakman
Updated over a week ago
How To Get an API Key
API Keys let you integrate TeamworkIQ with 1000's of other apps. API Keys can be used with TeamworkIQ API v3 and Zapier integrations.
Written by
Kevin Hakman
Updated over a week ago
How to Find Your Account Number
What's my account number? Sometimes you need to know your account number when using the TeamworkIQ API or Zapier integrations.
Written by
Kevin Hakman
Updated over a week ago
API Limits
Explains maximum request rate and monthly quota for API
Written by
Howard Weingram
Updated over a week ago
Account Management
How to close your TeamworkIQ account
If you would like to delete your account, here's how to do it...
Written by
Kevin Hakman
Updated over a week ago