We are just getting Karbon started and I am looking for some guidance. I create work from pre-built templates in the Karbon library. Every template I create, assigns it to me. I skip the “assign tasks to colleague” to do it later, but it still assigns the full template and all repeating work to me. I looked up the roles and having it assigned to a role, but it won’t do it.
Work- create work- use a template- assign to: AUTOMATICALLY puts my name in, even when I delete it.
OR Template- create work- again my name will not stay removed.
When I look in details, I can see the client is assigned to me, and then under work team, there is me and unassigned. There are 4 of us on the team and we all work on the clients...
What steps am I missing?
Thanks guys!
Alyssa