Tasks & Workflow
By Team1 author15 articles
- How do I view and manage my tasks?This section explains the basics of viewing, editing, completing or failing tasks within Crunchwork.
- How do I create a task?Create manual tasks for yourself and others as reminders for things to do
- How do I reassign a task?Reassigning a task is useful when you need to offload specific tasks to different team members.
- How can I re-assign tasks from one employee to another?
- What is a workflow?An overview of workflows and automation within Crunchwork, and how they impact you.
- CBS Works (Completion) WorkflowThis document explains the workflow relating to works or completion job types for CBS clients
- CBS Assessment WorkflowA detailed breakdown of the Assessment Job Type Workflow for CBS clients
- CBS Make Safe WorkflowAn overview of the workflow for Make Safe job types for CBS clients
- CBS Assessment Workflow TasksA breakdown of the the tasks within an Assessment Job for CBS clients
- CBS Tender WorkflowAn overview of the workflow used for Tender Job Types across all projects for CBS clients
- CBS Works Workflow TasksA breakdown of the the tasks within a Works Job for CBS clients
- CBS Tender Workflow TasksA breakdown of the the tasks within a Tender Job for CBS clients
- CBS Make Safe Workflow TasksA detailed breakdown of the tasks within a Mark Safe Workflow for CBS clients
- Restoration Task Types
- CBS Assessment - Using the "Book Assessor" taskLearn how completing the book assessor task automatically generates calendar appointments.