Hi Karbon Krew!
Curious if there is a way for me to see the list of clients for which I have been assigned as part of the Client Team in Karbon?
TIA
Client Assignments
Userlevel 1
+1
Hi Jessica
Have you tried filtering your work?
If you click on Work / MyWork and then filter by Colleagues involved it gives you the option to also filter by Team.
Hope this helps.
-- Fiona
Thank you! Yes, however, this would require work items be created (I’m thinking about a view that would include new prospects/clients where work hasn’t been established yet).
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