Hi! New to using Karbon and wondering if there is a way to change between work templates without having to create a new one (and try moving all conversations over as well).
For example, consumer purchase of a vehicle has had the commercial template loaded, therefore all emails, information etc has been loaded to this work.
+15
Hi
Good question, unfortunately it’s not possible to change the template that a Work item is based off 😢
You can create a second Work item from the correct template and copy the tasks from the new Work item to the original Work item (then delete the new one). This helps if a one off piece of Work. Here are Karbon instructions (of doing it the other way). If repeating, you’re best to create a Work item using the correct template and then make that repeat.
Does that help? 🙂
Thanks Sam!
+19
It’s possible using the API, if anyone in your firm feels like tackling that. 😁
+2
It’s possible using the API, if anyone in your firm feels like tackling that. 😁
I love that
+19
LOL. I’m not suggesting it as a good solution, but if it’s important enough, there is a way. 😉
+12
If you already have a work item for another client created using the correct template, then you can use that in Step 1 instead of creating a new work item.
This method means the work item will be “linked” to the wrong template”, but if you have a large number of emails/notes/history in the timeline it may be quicker than transferring them all over!
You can find the options in the 3 dot menu of any work item. Annoyingly, you can’t import from a template, only an existing work item.
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