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Home / Blog / blogs / Attach Files to Workflow Processes and Checklists

Attach Files to Workflow Processes and Checklists

Attach Files to Workflow Processes and Checklists
Attach Files to Workflow Processes and Checklists
April 16, 2019 by Kevin Hakman

TeamworkIQ now makes it easier than ever to attach files to your workflow processes.

Automate any workflow where files need to move through a process with one or more people.

For example:

  • Attach documents for review and approval workflows.
  • Take and upload photos for inspection and maintenance processes from your phone.
  • Share artwork, Photoshop, Illustrator, audio and other files in your production process.
  • Upload and share important meeting minutes, then record acknowledgement of receipt.
  • Send a request for files to suppliers, vendors, or customers.
  • Meet regulatory and compliance requirements with clear audit trails and proof-of-process evidence.

Example 1: Sales Proposal Review Process

Attach files to workflow steps to create approval and other document collection and review processes.

Example 2: Blog Post Production and Publishing Process

Attach files to workflow steps to create approval and other document collection and review processes.

How do I create a workflow with file attachments?

It’s easy:

  1. Outline the steps and tasks of your workflow or checklist in TeamworkIQ
  2. Add File Attachment fields to the form for the task
  3. Save your workflow as a reusable process template or use it for a one-time process.
  4. Start a new workflow for your process.

Anyone assigned to that step of the process can then attach files as needed.

What kinds of files can I attach?

Attach documents, spreadsheets, presentations, images, drawings, pictures, and audio files. TeamworkIQ supports the most common types of files. But if you need to upload more specialized types of files, compress them into a .ZIP archive first.

Upload any file 5 MB or smaller and attach up to 50 files per File Attachment field.

Contact us if you need support more file types or larger files sizes.

What about the safety and security of uploaded files?

TeamworkIQ’s File Storage Policy describes how we secure your files and make sure they are safe.

Related Content

  • How-To Video: Add forms to tasks and workflows
  • Help Center: How to add forms to your workflows

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blogs, checklists, process automation, workflow

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  • What is Workflow Software?
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About Kevin Hakman

Co-Founder and CEO at TeamworkIQ.

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What’s New

  • What is Workflow Software?
  • Attach Files to Workflow Processes and Checklists
  • Getting started with TeamworkIQ
  • Quickly assign tasks and track them to completion
  • Introducing Workflow Forms

Learn More

  • Workflow: Simpler and Smarter
  • Why Automated, Collaborative Checklists are the simple solution to Business Process Management (BPM)
  • What is a Workflow?
  • What is a Workflow Process?
  • What is Workflow Software?
  • What is Workflow Automation?
  • What is Workflow Management?
  • Simple Workflow Management Solutions
  • Smarter than todo list apps
  • Smarter than project management software
  • Smarter than managing processes by email

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