Question

Client Assignments

  • 24 August 2021
  • 2 replies
  • 34 views

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


2 replies

Userlevel 1
Badge +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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