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Hello all, question RE managing work and timelines. I’m finding it easy at times to miss e-mails in work timelines that actually need to be actioned during the work process. Particularly where there are multiple automatic e-mails and reminders it’s hard at times to pick out the important e-mails from the less important. I’ve tried the pinning option but find this is a few too many clicks when trying to sort triages and easily missed leading to important e-mails then not getting flagged. Is there a way others manage this that they could share, please?Thanks!Tom
The tasks in section ‘Business Activity Statement - Information Request’ did not send. Check the sender’s email account is connected to Karbon.This request will auto retry. To send now, choose ‘Resend Client Tasks’ from the menu on the Client Request Section. This is showing up in my triage. Client confirmed they haven't changed the email
Hi EveryoneI am trying to insert a link to a spreadsheet (or word doc) which is held in SharePoint/Onedrive, into a work item note. Thats easy enough, however when clicked it opens the document into the Web Version of the app and I want to open the link into the Desktop app (ie Excel).Is there a way, or workaround, to make this happen?Thanks in advanceAdam 🦩
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
Hi Everyone,I’m sure this is easy, but as a new Karbon user, who the Karbon Academy designates an “Expert”, I cannot find a way to get an email, that is a template in a Client Task, to be permanently changed. Someone last year put the phrase, ‘2021 business tax return...” and each time I have to go in and remove 2021...EACH time! Can someone give me a “how-to”?Thank you for this!
have repeat payroll jobs set up. when an email comes in you want to allocate it to the correct work, but because it is a repeat job, and not due for a couple of weeks, it brings up all the payrolls for that jobs that span the next 3 months, and without making it ready to start, how do you know which is the correct month you are allocating it to, as there are no dates in this area, it just says that the work is planned
Hello!We have a new product idea and would LOVE to get your feedback! All you need to do is review the concept with me and tell me your honest opinion: - Does this solve a problem you have? - Would you use it? If you are interested in joining in a 1:1 session with me, please choose a 45 minute slot over the next couple of weeks that is convenient to you.Choose a time and sign up here Thank you for taking part in improving the Karbon experience :)Candice - Lead Product Designer
We are onboarding a client who uses the Microsoft Cloud. Can we connect their OneDrive to only their profile in Karbon, to comply with their security standards? We work primarily in the Google Cloud, and want to work as harmoniously with their environment as possible.
I am working on an internal presentation for the management team and my team of early adopters. I would like to include some SMART goals that embracing Karbon will help us to achieve. I am curious if anyone else did this before going live and what those goals might be for efficiency / communication, etc. Thanks for any input!
Is it possible to move the planned week for colleagues when moving the work in my personal My Week? When looking at the details page for the Work itself I can edit the planned week for all involved but it would be great to be able to do this when I am moving in the My Week view also.If this is not already an option, would this be something others would like to be able to do? Or just me? To give an idea, the planned week is set as the Week of Start date, so ALL involved have this as their planned week. But some will not need t look at or do any work until 1 or 2 weeks after the start date. Would love the Admin Team to be able to change this in a centralized view for all colleagues to help with scheduling work.Example of moving planned week from Work details tab. Would be great if something like this was an option in My Week, unless I have missed something?
Hello community - this may be a silly question but does anyone know how to set up work in Karbon so that my colleagues can only enter a certain task type on their timesheets?Would this setting work on a work template?With existing recurring work, how can I apply this setting?Any help would be much appreciated!
Karbon Client tasks is great for us to get quicker and more consistence client responses for file request and feedback etc. As I am working with outside contractors service providers as well, which we currently using ClickUp to manage that part of the work, I am looking for way, if possible to for example to update or create a client task in Karbon based on certain triggers in ClickUP.Currently the Senior Client Manager, which is the user on Karbon, will manually trigger or update the Client task in Karbon, based on events/status in ClickUp.Don't know if this is something that is possible, or if possible just so complex to add that it is just better to do manual?
I added specific services that our company provides to each client under their Contact, Details tab, Accounting Details section on the scroll down, Basics tab and then in the Services section. Is there any way to select one of those services, then download a list of every contact that has that service in that section? Someone said they create a group of contacts for each service and can download from there. Brilliant solution but it means I have to reverse engineer that after I have already entered the information once. I’ll do it if I have to but was hoping not to loose the work already done. Thanks!
Hi everyone 👋I am running an ideation workshop and would love to have members from the community get involved! This is a hands on fun session where we will be looking at a problem and coming up with ideas on how best to solve it. We will be drawing and sketching designs - no design experience necessary (if you can draw a square box, you can do this!!) The workshop is limited to only 3 participants so please sign up early as its first come first serve. USA based members would be ideal and any job role ✅Date: Tue April 4 Book your place in the workshop here
All of my colleagues and I have email sharing turned on.If I add a second email address to a Contact, it automatically turns on sharing for that email address, for all of my colleagues, but not me.If I try and manually turn on email sharing for that email address, it doesn’t work (e.g. I refresh and it shows me as not sharing).Anybody else had that happen?
In the accounting details of each client, it lists the industry. So for instance, I put in Brewery for some of them. Now, if I get an email that affects all my brewery clients - how do I find them? I went to the organization contacts and searched brewery and it didn’t pull up anyone that had that listed in the industry.
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