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