Has anyone found a way to be able to view overdue TASKS for the whole practice? Not overdue Work, I’ve got that, but I haven’t been able to view overdue tasks and haven’t found an answer to this in the Karbon community yet.
Hi
That’s a great question, and I think you are right that it’s not possible to see overdue tasks (notes and emails assigned with a due date) at the organization level. You’d need to go through and look at each person’s to-do list, or if you are the main person assigning tasks, you could filter this way:
Another option would be to contact your CSM as they have access to some back-end analytical tools not available to everyone. If you don’t know your CSM, contact support through the chat or at support@karbonhq.com and they’ll connect you.
I’m not sure if that was helpful. LOL
Thank you! This is helpful.
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