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Tasks & Workflow

1 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.