There are some processes each year in our tax practice that are done in bulk and are not attached to a specific client. The task in question is software updating and data rollover, although there are several more that I would like to be able to schedule in Karbon.
When I create a new work template or item, the Client field must be filled in order for me to create the work. I have tried selecting different Work Types, and that has not helped.
Best answer by Christopher T RainesView original