Docs

Documentation

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38 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

Roles and Assignees

How to see everyone who is a participant in a process.
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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

Enforced Order of Tasks

Two ways to require that tasks get completed, step-by-step, in a specified sequence as "Sequential Tasks"
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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
Integration, Developer, and API Docs

TeamworkIQ API: File Upload

Client programs can use the TeamworkIQ API to attach files to File fields within task forms
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Written by Howard Weingram
Updated over a week ago

TeamworkIQ App for Zapier | Overview and Documentation

Does TeamworkIQ integrate with Zapier? Yes. Checkout the documentation and details of TeamworkIQ's integration with Zapier
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Written by Kevin Hakman
Updated over a week ago

Getting Started with the TeamworkIQ Integration for Zapier

Learn how to put TeamworkIQ's Zapier Integration to work for you. How to start new TeamworkIQ processes with Zapier.
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Written by Kevin Hakman
Updated over a week ago

API Key Management

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Written by Kevin Hakman
Updated over a week ago

API Documentation

Integrate TeamworkIQ with other systems with TeamworkIQ's REST/JSON Open API
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Written by Kevin Hakman
Updated over a week ago

Securing your API Keys

Do's and Don'ts that will help you to prevent your keys from being compromised and abused
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Written by Howard Weingram
Updated over a week ago

Set a Timezone for your App Integration

Set a default timezone for your App Integration so that any generated display times will match your desired timezone.
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Written by Kevin Hakman
Updated over a week ago

TeamworkIQ API: Users and Account Roles

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Written by Howard Weingram
Updated over a week ago

TeamworkIQ API: Process Roles

How is the Process Owners role different than custom Process Roles? How is it the same?
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Written by Howard Weingram
Updated over a week ago

TeamworkIQ API: User Groups

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Written by Howard Weingram
Updated over a week ago

TeamworkIQ API: User Statuses

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Written by Howard Weingram
Updated over a week ago

Task life cycle

Task status, result and is_ready
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Written by Howard Weingram
Updated over a week ago

Convert Base64 Data into a File

Use the TeamworkIQ App for Zapier to convert Base64 Data into a File Object that can be used in other steps of your Zap
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Written by Kevin Hakman
Updated over a week ago