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Hi Everyone

 

We are brand new to Karbon and I wanted to see how others were handling work items that are dependent on other work items being completed. We have a few scenarios where this occurs but I think the best example would be that we have separate recurring items for monthly bookkeeping and annual tax work. Once the December bookkeeping is completed, the tax work can be started. How we have it set up, the tax item will say “Ready to start” on its scheduled start date even if the December bookkeeping wasn’t completed. My concern is that come January/February, our My Week will become cluttered with a ton of tax work listed as “Ready to Start” even though it can’t actually be started yet.

 

Is there any type of workaround to set it up where the tax work item will change to “Ready to Start” upon completion of the December bookkeeping item?

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