Automated Collaborative Checklists for Simple Process Management and Workflow Automation

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.

Work smarter + Get results fast + Collaborate from anywhere + Free up time + Reduce costs + Make sure work gets done right + Keep things from falling through the cracks. Discover TeamworkIQ. Sign up for free.

Trusted by Teams Who Get Things Done

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Anna B.
Anna B.
2020-09-29
Verified review
Good CRM ☺Automations are the most helpful for me, since they save a lot of time. ☹I would like to be able to add notes within the process even after the task has been complete.
Dylan C.
Dylan C.
2020-09-17
Verified review
Huge help in our automation ☺This software has enabled us to better systematize each aspect of our business. I love that it prioritizes our tasks in order of importance and each task can be assigned to the appropriate user, etc. ☹The forms we attached within TWIQ take longer than I'd like to pull up but I'm being told that is being fixed very soon.
Tyler C.
Tyler C.
2020-09-01
Verified review
Amazing tool for our company! Fantastic! 5 Stars!!! ☺Customer service is 2nd to none! We didn't know what we were missing until we started using teamworkiq. The simple process flows with each task being assigned to a team member is extremely intuitive. There's so much we can do with this tool. ☹It requires a lot of zaps (from zapier) to integrate and set up automations. I'm not very adept in zapier, so i've recruited assistance for that specific area.
Kelly T.
Kelly T.
2020-07-08
Verified review
The best software for workflow management! I was able to use Teamwork IQ to systematize a property management company I was helping! Any time I had a question I was able to get answers from TeamworkIQ very quickly! My experience with TeamworkIQ has been exemplary and I recommend them to everyone I talk to about setting up their business systems for the purpose of scaling their businesses for growth. ☺I have researched and done free trials on almost 40 different task management software, but none of them did what TeamworkIQ has been able to do!!! This software is easy to learn and set up. TeamworkIQ offers task management but even more than that is workflow management! With most tasks being often repeated in any given day, it is essential to have a software where I could set up the developed system one time. Once employees are trained on how to use TeamworkIQ, it's simple and easy to follow. TeamworkIQ makes management of the employees easy, with a dashboard tab for all workflows, so you can at a glance see what task each employee is currently working on. ☹Any con I have had (sorting features, errors, etc), has been directly answered or solved by TeamworkIQ.
Rizwan C.
Rizwan C.
2020-07-06
Verified review
Must Try... We have a great experience, we have reported about twice a small problem that we were having and [SENSITIVE CONTENT HIDDEN] resolved them very quickly. ☺Template and Processes are really helpful to start any new process. ☹Well, we are really satisfied with TeamworkIQ so there are no cons...
Geoffrey S.
Geoffrey S.
2020-03-25
Verified review
Clear, Simple and Scalable The experience has been smooth. Someone is always available to talk, which helps a lot. The logistics in signing up, using and training others on my team was easy. ☺It's very easy to use. It combines process with SOP's, which makes training and ability to scale very easy. ☹They're working on improving this now, but as of right now, only users have visibility into processes without writing code to grab the data for them. Again, this will be resolved soon.
Everett B.
Everett B.
2020-03-17
Verified review
It's A Solid Process Manager ☺TeamworkIQ is very easy to use. I was able to easily create my first process within a few minutes. The UI for process creation functions very similar to a word processor so creating tasks is as easy as tapping enter or tab. TeamworkIQ's integration with Zapier is fairly easy to configure and really helped me streamline my closing process by automatically receiving data from Salesforce. ☹There are two areas that TeamworkIQ could improve: notifications and a native mobile app. TeamworkIQ was designed to work well with mobile sites, and it does, but I think the ability to receive notifications via a native app would be beneficial. Notifications overall are a bit lacking. There's only two reports available for notifications: progress since prior report and assignment due dates. Neither report includes a description of the task, just the quantity (unless something has changed).
Michael B.
Michael B.
2020-03-10
Verified review
"Back To Basics" Meets Next-Level Intuitive Task Management Overall, TeamworkIQ has become integral to the management of our business processes. ☺TeamworkIQ has done an amazing job on combining powerful functionality with usability and a simple interface. It's the best tool I have found to help manage repeating processes, which absolutely every business needs to manage well. ☹Honestly, I can't remember the few cons that I ran across because I brought them to the attention of the development team and they quickly made whatever change was needed to remedy the shortcoming. I suppose the only thing that could be improved would be if they were to offer a lifetime purchase option. I always prefer that over ongoing monthly costs. At the same time, I understand that it is preferable for them to have the ongoing monthly costs. In the end, I also recognize that it is necessary for the continuing improvement and maintenance of the platform. I want TeamworkIQ to continue being available for a very long time, so I really can't fault them for that.

How does it work?

Create Reusable Process 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, reoccurring 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

Put information at the fingertips of everyone involved in the process. Eliminate the time it takes to hunt down data in other systems.

  • Add a Launch Form to collect the info needed to start a process.
  • Add workflow forms to any task to share or gather more info.
  • Add notes to any task when needed.
gather data, workflow forms, text field, approval decision menu, comments

Track Progress

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

  • Dashboard cards clearly reveal what needs to be done next.
  • Notifications and alerts let you know what needs extra attention.
  • Reports reveal what’s been done and what remains to do.
track progress, progress bar, warning alert, task counts, checklist completed checkmark done

Automate More

Integrate your processes, workflows, and checklists with more than 2,000 other apps via Zapier or our Open APIs

  • Launch new processes from events and data in your CRM
  • Kickoff new workflows every time a form gets submitted
  • Start monthly, weekly, daily, or other recurring checklists

…and hundreds of more possibilities to save you time and money.

Automate more. Integrate TeamworkIQ with 1000's of other apps.

Work From Anywhere on Any Device

Work from the office, at home, or in the field. Access everything from your phone, tablet, desktop or laptop computer.

  • TeamworkIQ runs in the most popular modern web browsers.
  • Add the TeamworkIQ app icon to your phone or tablet.
  • Access dashboards, get notifications and alerts wherever you are.
  • See your prioritized assignments and take action on tasks.
  • Attach files, photos, and videos from your mobile devices.
  • View dates and deadlines in your local timezone.
  • Access process documentation, videos, and work instructions from anywhere.
Monitor processes, take action, see priorities, get alerts from anywhere on your phone, tablet, desktop or laptop computer.

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

Roles and Assignments
smart assignments assign tasks to people by name or role name

Assign work to customizable Roles or directly to team members.

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

Set due dates and timelines relative to any other key date in the process.

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 keeps work moving forward for you.

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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