Recurring work
Give every new month a head start.
Set up the work once, then schedule the projects your firm repeats for each client.
Try CrankStart from a template
Your process, written down and ready.
Save the task lists, owners and due offsets that make up a service. Use the template when you start a project manually or set up a schedule.
Set a schedule
Know what is coming before it is due.
Assign the template to a client on a monthly, quarterly or yearly cadence. You can pause a schedule or skip its next occurrence when the work changes.
A schedule makes the work appear. Your team still does the thinking.
Client-specific questions, unusual transactions and review decisions belong to the people doing the work. Templates give them a reliable place to begin.
Read the monthly workflow guide →Set up the next period.
Start with the project your firm repeats most often.