@naomi_paulson this is a great initiative, and glad that management are on board! Here’s some suggestions:

• Work Views
  • Maybe have some standard company ones that get reviewed regularly, like if you have a weekly check in, and have the team save a copy so they can look at it at any time
  • Encourage everyone to set up their own custom ones they check at the start or end of each day
  • If you have teams or departments, there might also be some common ones
• My Week
  • ​​​​​​​You could set standards such as “To Plan” should be at 0 by the end of each week or “This Week” should be below ~50 or something
  • Encourage adding notes/emails to My Week rather than keeping in Triage
  • Encourage everyone to review My Week at either the start or end of each day - move the (next) day’s priorities (emails, notes, work) into Working on Now, so that when they start they know what to focus on
• Karbon “hygiene”
  • ​​​​​​​Set and document some company norms around keeping Karbon “clean” and consistent e.g.
    • Naming conventions
    • Dates (start, due, deadline)
    • Repeat settings
  • Review overdue work to look for possible gaps in Karbon usage/setup e.g.
    • Are your due dates realistic?
    • Are there clients who are often unresponsive so their due dates could be pushed going forward to minimize work showing overdue when it’s actually “stuck”
    •  Is work done but tasks just not being ticked off?
  • Are statuses being used correctly or does work go from “Ready to Start” to “Complete”?
    • This is also tied into whether people are ticking off tasks and/or if automators are working as expected
• Client Requests
  • Encourage the use of client request lists rather than emails to request documents, especially for the regular recurring documents/info you need
  • If a client has received a task and responds with an email reply, empower the team to redirect them back to the client task - perhaps with a standard reply reminding/asking the client to use the checklist and maybe a video showing how to use the Karbon portal/checklists
  • This will help with organizing information/documents!
• Internal work
  • You could have each person create their own (possibly private) contact they can use to create work items for non-client work that still needs doing or create notes directly in My Week for personal/admin/internal tasks that aren’t tied to a timeline.
  • Could have some of the early adopters demonstrate how they’re using or complementing Karbon to manage and track non-client work