How your workspace works

The library (Journeys, Resources) is where you find and use community knowledge. Your workspace is where you manage your clients and your organization’s work. Both live at werqhub.org. Switch between them from the left nav.

A case is a client engagement. When you start working with someone, you create a case. The case holds everything related to that client: their situation, their requests, their tasks, and the timeline of your work together.

Cases move through stages:

• Intake. The case is open and you’re gathering information, setting up the first appointment, and building the plan.
• Active. You’ve had the first appointment and activated the case. The peer gets an email letting them know their plan is ready.
• Placed / Follow-up / Closed. Stages for when the immediate need is met and you’re in ongoing or wrap-up support.

To activate a case, open it and click Activate case in the right sidebar. The peer needs to be invited and you need to have had a first appointment.

Requests are the specific things a client needs. A request can be peer-submitted (the client added it themselves after they logged in) or navigator-added (you created it based on your intake conversation).

Each request has a status: Open, Not applicable, or Resolved. Update the status as you work through it.

Requests are what connect the case to the Journey. When you know a client has a housing request open, that’s your signal to open a housing Journey and find the steps that address it.

Tasks are action items with due dates. They live inside a case and they’re for you, not the client. “Call Housing Connector by May 31.” “Follow up with landlord.” “Submit documentation to JOIN.”

Create tasks manually, or use task templates — pre-built checklists for common case types your org may already have set up.

The Tasks board gives you a view across all your open cases, grouped by stage. This is your daily workflow view: what needs attention today, what’s coming up, what’s waiting on something.

Your workspace has members: the navigators and case managers at your organization who have WERQ HUB access. Manage them from Members in the left nav.

Members see their own cases and referrals by default. If your organization works collaboratively on cases, you can share specific cases with teammates.

If your org uses Cal.com for booking (many WERQ partner orgs do), your scheduling link connects directly to your workspace. Peers can book appointments through your link, and the bookings appear in your workspace automatically.

Partner organizations are other orgs on WERQ HUB that you have a formal collaboration with. Partnerships let you share resources, co-manage cases (with client consent), and see each other’s public Journey library. They require both orgs to accept.