Workforce Task Management Software | CrewCard
PROJECTS & PROCESSES

Keep Projects, Tasks and Internal Processes in One Place

CrewCard workforce task management software helps teams create projects, assign tasks, track progress, send deadline reminders and keep internal processes accessible from the same secure workforce management system.

✓ Manage project work and internal instructions without separating them into different systems.
CrewCard workforce task management software Projects page
TWO CONNECTED TOOLS

Manage the Work and the Instructions Behind It

Projects help teams organise work that needs to be completed. Processes give authorised users a place to find the instructions they need to complete that work.

Projects

Plan and Follow Project Work

Create project overviews, assign tasks and keep current, upcoming and completed work visible.

Create project overviews
Assign tasks to crew members
Set deadlines and reminders
Review task progress in one place
Processes

Keep Internal Processes Accessible

Store internal, operational and job processes inside CrewCard so authorised crew and admin users can access instructions when required.

Create internal process pages
Keep instructions inside the secure CrewCard environment
Control who can see each process
Edit or remove existing processes
PROJECT WORKFLOW

From Project Setup to Completion

Keep the project, assigned tasks, reminders and progress connected through the full lifecycle of the work.

Workforce task management create project icon
Create Project Set up the project overview
Workforce task management add tasks icon
Add Tasks Define the work to be completed
Workforce task management assign people icon
Assign People Allocate tasks to crew members
Workforce task management review progress icon
Review Progress Track current and upcoming tasks
Workforce task management complete project icon
Complete Project Finish the project workflow
Deadline reminders can be sent automatically to help keep relevant staff, clients and team managers informed as tasks progress.

For broader project management principles, see the Project Management Institute.

PROJECT OVERVIEW

Assign Tasks from the Project Page

Create the project overview and assign tasks to the appropriate crew member. Assigned crew can then receive project notifications and invitations.

✓Keep the project overview and task allocation together.
✓Assign work to the relevant crew member.
✓Keep the project visible while work is being completed.
CrewCard workforce task management project overview page
TASK PLANNING

Workforce Task Management Software From Assignment to Completion

Workforce task management software keeps current, upcoming and completed work visible from one place, with task details, assignments and reminder information connected to the project.

Task Planning

Review current, upcoming and past tasks without moving between separate task lists.

CrewCard workforce task management software task planning dashboard

Add a Task

Enter the required task information and set reminders so the assigned work has a clear deadline.

CrewCard workforce task management add task page
DEADLINES & REMINDERS

Keep Task Deadlines Visible Without Manual Follow-Up

CrewCard can send automatic email reminders with deadline times to help keep staff, clients and team managers informed about task progress.

Automatic Email Reminders
INTERNAL PROCESSES

Keep Internal Processes Where Your Team Can Find Them

Store internal and operational processes in CrewCard so authorised users can access the instructions they need while completing their work.

Store Processes

Create internal, operational and job process pages for authorised crew and admin users to refer to when needed.

CrewCard Processes page

Manage Process Access

Choose who can view each process, then update or remove process records when requirements change.

CrewCard Processes settings page
CONNECTED WORK

Keep Project Work Easier to Follow

CrewCard workforce task management software brings project planning, assigned tasks and internal instructions into the same workforce environment your team already uses.

Visibility

See the Work in One Place

Keep project overviews and task planning together so current, upcoming and past work remains visible.

Accountability

Give Tasks a Clear Owner

Assign project tasks to the relevant crew member and use deadlines and reminders to support follow-up.

Reference

Keep Instructions Available

Store internal processes in CrewCard so authorised users can refer to the right instructions when they need them.

PROJECTS & PROCESSES FAQS

Common Questions About Projects and Processes

Quick answers about managing project tasks and internal process information in CrewCard.

What can the CrewCard Projects module be used for?
CrewCard Projects can be used to create project overviews, assign tasks to crew members and keep project work in one system.
Can CrewCard send reminders for project tasks?
Yes. CrewCard can send automatic email reminders with deadline times to help keep staff, clients and team managers informed about task progress.
Can users see current, upcoming and past tasks?
Yes. The Task Planning page provides a view of current, upcoming and past tasks.
Can CrewCard store internal business processes?
Yes. Internal, operational and job processes can be stored in CrewCard for authorised crew and admin users to refer to when required.
SEE CREWCARD IN ACTION

See How Projects and Processes Fit Your Workflow

Show us how your team currently manages projects, task deadlines and internal instructions. We’ll tailor the demo around your workflow.