Is it possible to add a placeholder (like <%client_name>) in a work template, so that when you assign work it automatically adds the placeholder to the work name?
Example: Template Name: 1040 Individual Return <%client_name>
Once work is assigned it becomes: 1040 Individual Return John Doe
+13
I don’t think this is possible. I know you can add things to the title of a work item when you set it up to repeat, but I don’t think you can do that to a template. If this is something you would like added, please remember to make the suggestion in Help and Feedback.
Thanks DianeK, appreciate the feedback.
+4
You can add placeholders when setting up repeating work schedules. The common placeholders used in repeating work schedules are related to months, dates, and years though - not client names.
We find that creating work underneath client names (contacts) is sufficient without the client name in the work title. Perhaps I need better understanding of how the client name in the work title is helpful.
Thanks for the feedback Gary. I’m fairly new to Karbon so my thinking was coming from a cosmetic standpoint. If we send a client task and email subject includes ‘work name’ I was trying to personalize the email.
So instead of just ‘Please complete this checklist - Onboarding’, the client gets ‘Please complete this checklist - John & Jane Doe Onboarding’.
I know you can change the work name when setting it up, just trying to save steps and have the template name personalize it for me. Not a big deal, just wondering what others ideas/thoughts were being new and not getting a ton of client feedback on how they interface (we have run internal tests). Thanks.
Thanks jens. It was the work name that I was interested in automating, but yes if you add the client name placeholder in the client task email it will show in the subject.
Hey guys.
I read through the above, and I’m wanting to know if I can add my own placeholders or /manipulate the placeholders in the work heading section. The reason I ask is that I take on a lot of clients that have not been compliant for eg 5 years. So I want the start date/time/year to be eg YYYY-5. Also South Africa’s tax runs from YYYY-1 to YYYY. So this year 2022 tax year will be from Mar 2021 to Feb 2022.
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
