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My Week: Completing tasks

  • 4 November 2021
  • 5 replies
  • 93 views

Userlevel 1

When I click on a Work instance in My Week, I see what looks like a checklist with the related tasks. When I click a checkbox to mark the task completed, I’m instead taken to the main page of the Work instance, which disrupts the flow and purpose of using My Week. Is what I’m thinking should happen not the intended use?

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Best answer by max 4 November 2021, 16:58

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5 replies

Hi Jeremy!

Welcome to the Karbon community.

My Weeks is designed to help you organize your work week. It’s similar in some ways to a to-do list, but it works differently than the Karbon to-do list in that nothing you do in My Week impacts the actual work.

It makes things a little simpler in that there’s only one place to mark tasks as complete… in the work item (or on the email or note, etc.). My Week is simply there to help you know what work items you should be opening and working.

Does that make sense?

Here’s a video about it that might be helpful:

Userlevel 1

Got it @max, thanks! Perhaps making it more functional would help then; e.g., checking off tasks, adding a note, or reassigning/resetting due date in My Week. Basically not making it where I have to jump back and forth between My Week to Work/To do.

Also, when I go to mark tasks done, and come back to My Work, the filtering resets, so if I’m only looking at Overdue Payroll Work, when I come back to My Work, that filter is reset to all. Another reason to make My Work more functional.

Userlevel 4
Badge +6

@Jeremy Wells Great ideas and feedback!  And I agree, having a little more functionality would make the workflow flow easier and minimize clicks.

On the left menu in Karbon, click Help & Feedback, and then submit your ideas above on the “Have an Idea” section.  This is monitored regularly and Karbon really does discuss these suggestions internally to see if they can add to their product timelines.

Also, when I go to mark tasks done, and come back to My Work, the filtering resets, so if I’m only looking at Overdue Payroll Work, when I come back to My Work, that filter is reset to all. Another reason to make My Work more functional.

LOL, this happens all over Karbon so what I have gotten in the habit doing is holding ctrl and clicking on the things I want to open (cmd + click on a Mac). This will open the item in a new tab and save my filters/position.

Userlevel 3
Badge +1

Hi Jeremy (and Max). I am pleased to let you know that you can now mark tasks as complete from the Overlay! Check out the latest product update for more information and let me know what you think! 

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