Workflows are a wonderful feature within Crunchwork that allow you to automate actions in response to specific events. It's like having a helping hand that takes care of creating, finishing or changing things in the background as you work away on your current task.
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The main application for workflows is in managing the creation and assignment of tasks. Imagine a job has 30 'to-do' items and how overwhelming it would be to see all of those land in your task list all at once?

We use workflows to create tasks only as they're needed, and assign them to the correct role with relevant due dates and information. This will keep your task list simple and ensure that dependencies are dealt with and tasks aren't forgotten or lost in the noise of working on multiple different projects and jobs.

We use workflows for other things as well, such as

Overall, workflows are a great tool that can save you time and effort, ensuring that things are taken care of when they should be, and giving you peace of mind so you can focus on other important tasks.

A workflow event has a common structure known as 'If This, Then That' statement. For example:
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IF a new Make-safe Job is created

THEN create a task 'Call to book EMS' and assign to the admin co-ordinator

A workflow consists of many of these actions strung together, and we document these in a diagram called a business process map, or BPM for short. Other names these go by are flow diagrams, flow maps or workflow maps. These diagrams help you understand the order of a specific workflow, and what manual actions trigger an automation.
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Below is an example of a how we document these workflows.