Simply outline the process and press "send". TeamworkIQ's smarts automatically handle the next steps and move the work forward through completion for you.
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Automate processes and recurring procedures in minutes. Add approvals, files, forms and more to create the workflows you need. Simply outline what needs to get done and TeamworkIQ handles the rest.
Use TeamworkIQ for workflows, project task lists, or ad-hoc to do lists. Use our app, Gmail, Outlook, or your favorite email program.
When people work from the same page, things not only get done faster, they get done right.
If you’ve tried automating workflows before, you know they take lots of time and effort to get up and running. That’s why only the biggest, most standardized processes get automated. But you’ve still got lots of small and mid-sized processes where automating processes would be really useful to everyone involved.
TeamworkIQ makes smaller workflows far more simple. If you can outline your process as a bulleted list, TeamworkIQ can automate it. Simply copy checklists to repeat procedures or edit them at any time to adapt the process to meet your needs. It’s that easy.
Getting a smart checklist into use with TeamworkIQ takes mere minutes. Everyone knows how to create a step by step process checklist and everyone knows how to use them. No need for complex programming or drumming up budget for specialists. And if you need to make changes, edit the checklist at anytime.
Implementing workflow software can take weeks or even months. Special skills or training are usually required. There’s a leaning curve to how to get things set up and running as well as a learning curve for everyone who must then use the system. This takes time, effort and significant budget–things that can only be justified for the big, complex projects.
With TeamworkIQ you can adjust and adapt processes at any time. Needs change. Special steps are required for special situations. Traditional workflow can’t handle those cases. TeamworkIQ can. Simply edit the checklist.
Once your workflow is programmed, it’s pretty much fixed in place. You can adapt it, but you can’t adjust the ones that are already running. And making changes to workflows takes planning, time and effort. It’s not a good fit for all the simpler things and basic step by step procedures you’d like to automate.
With TeamworkIQ’s smart checklists you can blend “anytime” tasks with step by step processes. Sometimes the process is simply a long list of to dos. Other times getting things done in sequence with approval steps is critical. Simply use combinations of regular bullets for anytime tasks and numbered bullets for process steps. 1-2-3 and you’re done.
Workflow is generally limited to the automation of separate process steps. When all you need is simply a checklist of things that need to get done, workflow software usually requires you to develop separate form–and that form is typically for just one person. The result is lots of time, complexity and cost for the simplest needs.
TeamworkIQ lets you add approval steps, form and file attachment fields right inside the checklist.
Workflow software requires the development of separate forms to gather even the most basic data. If you’ve got lots and lots of data to capture, that’s what you need. But if your process needs review and approval of files and key data points, workflow software can be overkill.
TeamworkIQ‘s smart checklists make the entire process clear to all. From start to finish, each step and who will do it help everyone understand not only what’s assigned now, but what step will be required in the future. Things happen right the first time. Delays are avoided. Work moves forward faster.
Workflow software‘s process diagrams are often developer artifacts that are not shared with process participants. Discovering and understanding what the entire process entails can be an adventure. Task assignments can feel vague when assigned out of context of what’s happened before and what future steps will be.
TeamworkIQ’s smart checklists let everyone involved see at a glance what needs doing, who will do it, and what everyone has done so far. This makes processes more transparent and get teams working efficiently towards clear, common goals.
Workflow software typically provides tabular reports that show current workflow state, start dates, current assignments and elapsed time. However, these reports are usually reserved for process managers.
When typing up a process, simply use numbered bullets for steps that must happen in sequence and regular bullets for things that can happen in any order.
Everyone stays focused and on track with priority task lists
Repeat and refine processes by reusing and adapting saved checklists.
Add approval actions, file attachments and form fields.
Turn existing procedure documents into actionable, trackable work.
The next time you mail action items to your team, include TeamworkIQ. Your message becomes a collaborative checklist that TeamworkIQ’s smarts coordinates for you.
Click “send” and sit back as TeamworkIQ kicks off the process, gets everyone on the same page and actively moves work foward.
When everyone works from the same page, priorities, progress and next steps are clear. Accountability is increased and things gets done faster while fewer mistakes are made.
How simple can it be? The next time you send email outlining work that needs to get done, just cc TeamworkIQ and let its project coordinator smarts go to work for you.
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