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23 articles in this collection
Written by Kevin Hakman and Howard Weingram
Features

Process Templates

Process Templates are ideal for your repeatable, recurring processes, workflows and procedures.
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Written by Kevin Hakman
Updated over a week ago

Roles and Task Assignments

How to assign tasks to people or roles.
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Written by Kevin Hakman
Updated over a week ago

Relative Due Dates

How to set due dates relative to other dates
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Written by Kevin Hakman
Updated over a week ago

Optional, Skippable Tasks and Task Lists - More powerful than you think

Use skippable task lists and tasks to enable/disable, include/exclude optional parts of your processes, checklists, and workflows
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Written by Kevin Hakman
Updated over a week ago

Task Instructions and Details

Add instructions, images, videos, and other rich content to your processes, checklists, standard procedures, workflow steps and tasks
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Written by Kevin Hakman
Updated over a week ago

Forms

Add data-entry forms to workflows, tasks, and business process
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Written by Kevin Hakman
Updated over a week ago

Text Variables

How to create placeholder values for text in your process templates, checklists and workflows.
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Written by Kevin Hakman
Updated over a week ago

Task Notes

How to add notes for a task and share them with other process participants.
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Written by Kevin Hakman
Updated over a week ago

Tags, Tag Cards, Tag Dashboards

Tags let you label and group things in more ways than folders. Use Tags to organize, classify, group, track, monitor, and flag processes.
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Written by Kevin Hakman
Updated over a week ago

Quick Add Task

How to create and assign a single task
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Written by Kevin Hakman
Updated over a week ago

Reports

TeamworkIQ provides personalized progress and task assignment reports on a schedule you define.
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Written by Howard Weingram
Updated over a week ago

Add a Google doc, sheet or slides to a task

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Written by Howard Weingram
Updated over a week ago

Integration

Integrate TeamworkIQ with 1000's of other Apps
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Written by Kevin Hakman
Updated over a week ago