I love Karbon...but I’m really struggling with the efficiency of having to go through Triage, assign emails to My Week, and then go through them all over again in My Week, to sort them into the different timelines (This week, next week...).
There has to be a better, more efficient way. The current workflow has me ignoring My Week completely.
I add work from Triage vs adding the item to ‘my week’.
Hi Ken. Thanks for your reply. That just adds it to the timeline of the work item, though. I want the email to be the task that needs to be dealt with - such as, an email I will read or respond to at a later time.
Does that make sense?
I am working through the best way to utilize My Week as well. Here’s a thread that I’ve been referencing: To-Do vs My Week vs Work.
I’d love to see what other firms are implementing.
Does not answer your question. Just my thoughts regarding using what works with the least amount of pain.