Hi everyone,
How do you assign and manage admin tasks in Karbon that aren’t tied to a client? I’m looking for tips on assigning these tasks—whether to myself or another team member—for internal activities like meetings and office duties.
Thanks,
Jason
Hi
We have a separate “Admin” client where we can create and manage admin work items/tasks, assign the work to the appropriate admin within our firm, tag emails and comments to the work items and timeline. We don’t have a specific “Work Type” set for these, but you could dial it in even further with an admin specific work type. I hope this helps!
Welcome
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