Automated Collaborative Checklists

Streamline Your Processes and Workflows with Automated, Collaborative Checklists

TeamworkIQ is the easiest way to manage recurring processes, procedures, and workflows. Simply type up who needs to do what. TeamworkIQ handles the rest.

Discover how organizations like yours streamline operations, save time, and make sure things get done right with TeamworkIQ.

Process document describing who needs to do what when, generating an automated workflow with interactive checklist to track tasks.

Trusted by Teams Who Get Things Done

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How does it work?

Create reusable checklist templates

Create, manage, and share reusable checklist-driven process templates.

  • Type up who does what as a simple checklist.
  • Assign tasks and due dates to people or roles.
  • Add images, video, and other content to fully describe procedures in detail.
process templates for recurring processes, reocurring workflows, and reusable procedures

Automate workflows

Kickoff multiple workflows from any template.

  • Actionable checklists get everyone working from the same page.
  • Tasks and due dates get automatically assigned.
  • Enforce step-by-step sequences where needed.
automate workflows

Gather and share data

Add notes to any task to gather and share information, data, approvals, comments, and more.

gather data via form fields, decision menus, notes, file and photo attachments.

Track progress

Always know what’s been done and what needs to get done next.

track progress, progress bar, warning alert, task counts, checklist completed checkmark done

Work Smarter

How much of your workday is lost asking colleagues for progress updates, searching your inbox for the one email you need among hundreds of messages, updating task lists, adjusting internal processes to fit client requirements, and all the other little but vital tasks you need to do before you can actually do your work?

Have you ever wished there was a way to handle all those tasks swiftly, effectively and without letting something slip through the cracks?

Discover how TeamworkIQ’s smart, collaborative checklists help you and your team work smarter and accomplish more with less effort.

Smart Features

@Assignments
smart @ assignments, assign tasks to people by name or role name

To assign work @mention people or @roles as you type.

Dynamic Due Dates
dynamic due dates automatically calculate relative due dates for you

Set due dates relative to other dates in plain language.

Smart Workflows
smart workflows know how to assign tasks to the right person at the right time based on which process steps are sequential and which can happen in any order. Mix the two types together to create the workflows you need.

TeamworkIQ’s smarts figures out the workflow steps.

Create Processes and Workflows

Master Template Library

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Simple checklists

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Subtasks

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Detailed Task Instructions

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Pictures, Images, and Drawings

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Embedded Video

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Dynamic Variables

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Approvals

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Conditional Logic

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File and Photo Attachments *

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Forms *

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Links

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Automated workflows

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Recurring schedules *

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App Integrations, API

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Track Work, Get Things Done

Process Dashboard

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Prioritized tasks

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Reports when you want them

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Comments *

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Reminders and Alerts

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Task notes

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Phone

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Desktop

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Tablet

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