Hi all,
So, we've been using Karbon for a couple of months now and we're hitting a bit of a snag. We're hoping some of you Karbon pros out there might have some tips for us.
Here's the deal: we're struggling to manage our workflow when it comes to client groups with multiple entities. Right now, we're assigning one work item per entity per tax return, which helps us keep our documents and emails organized.
But here's the kicker: it's a bit of a headache to update each individual work item, especially for groups with 10 or more entities. And because of this, it's getting tricky to get a clear picture of our workload and plan ahead. So, we're wondering if there's a way to view work items by group under My Week in Karbon? Or maybe some of you have come up with some clever workarounds? We'd love to hear your thoughts and suggestions.
Thank you!