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699 Discussions
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699 Discussions

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Rebecca WilliamsSr. Karbon Community Guide

asked in Ask a Peer

Tom98Rising Star

asked in Ask a Peer

Managing Emails in Work Timelines

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

5 months ago

Alyssa ChurchillBeginner

asked in Ask a Peer

How do you create work from a template WITHOUT having it assigned?

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

5 months ago

Adam FramptonBeginner

asked in Ask a Peer

Links to open document directly into a desktop app

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 🦩

5 months ago

Candice DiemerKarbon Team

posted in Ask a Peer

🔬 We're testing a new product idea - Join a session and give us your opinion!

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

5 months ago

Hazel GardenBeginner

asked in Ask a Peer

email to work

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

5 months ago

Kaitlyn ColeBeginner

asked in Ask a Peer

Sub Categories for Client Tasks?

Is there a way to create sub-tasks on Client Sections? I know it is possible for internal sections but it isn’t working on Client Sections.

5 months ago

Deidre Magee-ReyesBeginner

asked in Ask a Peer

Modifying an existing automated email in Client Task

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!

5 months ago

Megan RobertsBeginner

asked in Ask a Peer

Did you set SMART goals for Karbon utilization before you went live?

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!

5 months ago

CBC-OfficeRising Star

asked in Ask a Peer

Move colleagues planned week from personal My Week?

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?

5 months ago

Samantha TweddleBeginner

asked in Ask a Peer

Export client task responses

Is it possible to export responses from clients in client tasks? This would be a really handy feature and it would save a lot of time!!

5 months ago

Ian DurrellBeginner

asked in Ask a Peer

Remove colleague from an email

Hi I sent an email and included a colleague that i should not have. How do i remove them or delete the email from their visibility. Thanks Ian

5 months ago

Mike LiangRising Star

posted in Ask a Peer

Search capability

I am wondering if other peers have the same feeling that the it is not convenient to locate and find the past emails, communications, notes easily. I am wondering it will be good if following can happen:Current search doesn’t show up the comments, but comments is now a very important communication internally Karbon encourage to replace emails for internal communication, so the search should cover comments to enable us to find past comments easily. When we search something, Initially, it should show up all the results no matter it is email, note, work or comments. the tab for emails, notes etc. can still be there, but it will serve as filter function.

5 months ago

Ken RogersRising Star

asked in Ask a Peer

Printing Templates or Work

We are planning a review of our templates and looking to update as needed. Given that there are multple staff involved - it would be create if we could print or download templates into a spreadsheet and make our updates off line before adding online.Is there a way to print templates?

5 months ago

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