How to Manage Brand-Wide Projects

Brand-Wide Projects enable Franchisors to create and oversee projects across all company locations within their brand. This centralized approach ensures consistency and allows for recurring and non-recurring project management at scale.

In this article, you will learn how to access Brand Projects, understand different project types, and manage recurring and non-recurring projects.

Note: Brand-Wide Projects allow the Franchisor to set up and manage projects for all companies within their brand. Contact your Customer Success Manager (CSM) to enable this feature for your account.

What are Brand-Wide Projects?

Brand-Wide Projects allow franchisors to standardize workflows and task management across every location under a single brand umbrella. By establishing projects centrally, franchisors ensure operational compliance across both recurring routines and one-off initiatives.

Projects are categorized into two primary types based on their schedule:

• Recurring Projects: Automatically repeat on a schedule such as Daily, Weekly, Monthly, or Yearly.
• Non-Recurring Projects: Run a single time for specific, non-repeating initiatives.

How do I use Brand-Wide Projects?

How do I access Brand-Wide Projects?

1. Go to your Dashboard.
2. Select Projects, then select your Brand Projects (below Recurring).

From this view, you can see all current Brand-Wide Projects, including both recurring and non-recurring project types.

How do recurring projects work?

Recurring tasks are identifiable by the Recurrence column in the Brand Projects view. The recurrence chip indicates how often the project repeats across locations.

Supported recurrence schedules include:

• Daily
• Weekly
• Monthly
• Yearly

Note: Learn more about recurring projects in this article.

How do I edit, archive, or delete recurring projects?

Recurring projects offer full management options, allowing you to update details, pause visibility, or remove them permanently.

1. Locate the recurring project you want to manage in the Brand Projects list.
2. Select the three vertical dots (⋮) to the right of the project name.

3. Choose one of the following actions: 

   • Edit: Modify project details and settings.
   • Archive: Move the project into an archived state to stop active cycles while retaining history.
   • Delete: Permanently remove the project from the platform

   

How to fix issues with Brand-Wide Projects

Managing non-recurring project limitations

Non-recurring projects have limited management options once published.

Important: Non-recurring projects cannot be edited after creation. Verify all project details before publishing.

If you need to manage a non-recurring project:

1. Select the three vertical dots (⋮) to the right of the non-recurring project.
2. Choose one of two available options:
   • Archive: Move project to archived state (affects completion rate).
   • Delete: Permanently remove the project.
     

If a non-recurring project contains incorrect information, archive or delete the existing project and create a new one with the updated details.

Get additional help from Crunchtime support

If you encounter issues managing Brand-Wide Projects or need feature access enabled, contact Crunchtime Support or your Customer Success Manager.

What information does Crunchtime support need to help troubleshoot?

When submitting a support ticket, provide the following details to assist with faster resolution:

• Your organization and brand name.
• The specific project name and whether it is recurring or non-recurring.
• A clear description of the issue or error message encountered.
• Screenshots of the Brand Projects view illustrating the issue.