Answer a form or procedure
Record useful answers and complete the checks attached to your work.
TASK IQ USER GUIDE
A little help. A clear next step.
Simple steps for the things you came here to do.
Get startedA good beginningGet work doneFrom first request to doneManage your teamPeople and a shared workspaceGet helpA useful next step
26 guides
Assign work to the right person
Give a work order a clear owner and a useful next step.
Choose what a role can do
Give people the access they need without giving everyone the same controls.
Complete a task
Record the result so everyone knows what was done.
Create your first request
Put the problem and its location in front of the right team.
Find an asset and record parts
Keep equipment and the parts used on work connected.
Find and download a report
Save a useful copy of your team’s recorded work.
Find updates and ask for help
Keep track of changes without losing the work they belong to.
Get unstuck
Find a useful next step when something does not go as expected.
Invite someone to your workspace
Bring the right person into the right work.
Join a workspace from an invitation
Join the team that invited you without creating another workspace.
Keep your account secure
Protect your sign-in and share access thoughtfully.
Make a document from a work order
Prepare, check and keep a document made from the work you can access.
Organize your team
Make it clear where people belong and which work they need.
Record time spent on work
Keep the time you worked connected to the job it belongs to.
Reset your password
Get back into your account using your own email address.
Reuse a form or procedure
Give recurring work a consistent set of instructions.
Review completed work
Check the result before your team closes the loop.
Schedule a visit
Put a planned visit on the calendar with the right people.
Set up your account
Your own account and the right workspace, ready for your first task.
Set up your workspace
Prepare the basics so your team can start useful work.
Understand Ariel assistance
Know when assistance is available and stay in control.
Understand the numbers in a report
Read the totals without confusing completed work, outstanding work and repeat visits.
Update your progress
Keep your team informed as the work moves forward.
Use Task IQ on your phone
Find the same work from a smaller screen.
Use the keyboard and zoom
Move around the site in the way that works for you.