Later, user permissions, profile roles, Client Team custom fields, merge duplicate contacts, bill by colleague rate, and control budgets by amounts

Some of these are much needed, thank you!

I have to ask why the option for ‘Later’ was built instead of better integration with My week.  It is great to have this option especially from the mobile app but when the best practice approach is to manage items in My week I would have loved to see an option to add to My week from the app and options from cloud triage to ‘later’ bucket in My week rather than only ‘this week’.  I have been told these are coming so hopefully this is just the start of some more user friendly updates!

Love the sound of merging contacts for those annoying duplicates that you haven’t noticed until triage is a mile long!  

Awesome updates! Especially the settings and user restrictions!

I agree that I’d rather an Add to My Week button than a Later button and a better place for emails to land in there

Excellent updates!!🥳

Hi Michelle 

Thank you for the feedback. 

Could you tell me more about why you feel the best practice approach is to manage all emails in My Week? We have had feedback from users that My Week isn’t the ideal place to manage emails that aren’t urgent but that they are adding them to My Week because they just need them out of Triage but don’t want to forget about them. For some users, having lots of emails in My Week has made it difficult to manage. 

The intention of Later is to address this pain point by having a space for emails (and all triage items) that you want to come back to a bit later but don’t necessarily want to plan for a specific time and date. For example, I like to put non-urgent items into Later to look at on a specific time and day I block out. 

We will still build the ability to add an email and note to a specific week in My Week. However, with Later, you have another option for emails that don’t require planning. 

If you’d like to share any further insights, I’d love to hear from you - amelia@karbonhq.com 

Hi Amelia, thank you for this information on the new feature, I think having later in emails is much better than cluttering up My Week with emails that don’t require planning for a specific time and date.

Love these updates!!  Merge Contacts and the ‘Later’ Triage will certainly be something I use right away!

These are some great enhancements!

@Amelia Freeman can you elaborate on Enhanced user permissions?

you can control who can change the status of any task or work regardless of whether it's assigned to them, edit work details including due dates, tasks and assignments, and who can create or delete work items. 

This has been a priority for want for our team.

I want to limit access to due date changes and work status = complete. However jr team members needs to be able to update work tasks (remember a new bank account for next month and future months), assign the work item to their reviewer and update work item status to review. At the same time time i want to limit jr team members ability to change due dates or mark work items completed (by accident and then we loose control over our obligations). 

The link to details about this feature might need an update, im getting an intercom page that needs a login. https://app.intercom.com/a/apps/wteohh09/articles/articles/1857380/show

Unrelated, id love the ability to add an email to my week from mobile. New feature for later sounds great!

Thanks!

I like the Later option for emails and will try it now! If I can’t deal with an email right away I’ve been putting it into “To Do” but that takes a few steps.  This way I can either respond right away or later when it’s more convenient for me.

As someone who can’t use My Week because it doesn’t work for my brain, I love the idea of the Later option! That’s basically how I use Triage at the moment - I clear what I either don’t need or have taken care of, and leave what I still need to address. So effectively, my Triage has been my working to do list for years. 

Please please please have the “Create” and “Delete” work authorities as separate options.

Finally, merge contacts!

Hi @lbernstein

My colleague is going to answer your questions very soon! 

Thank you! some of these features are fantastic (budget by amount & later option for emails!) 

Hi lbernstein

The permission enhancements introduces three permissions that allow you to control who can:

• Change status of any task or work (without this permission they can still change status of tasks and work that are assigned to them)
• Edit work (without this permission they cannot reassign, edit due dates, add, remove or edit tasks, budgets etc)
• Create and delete work

We don't have the granularity of permissions required to achieve some of the use case you described.

Editing tasks requires the “Edit work” permission which would also allow them to edit the due date. If someone without the “Edit work” permission needs a task edited (eg add a bank account as you said) they can only comment on the tasks so would need to ask someone with the “Edit work” permission to update the task details for them. 

If you don't want a junior member to be able to mark work as complete you would need to only assign them the tasks within the work item, not assign them the entire work item itself. Users can only change the status of work and tasks they are assigned unless they have the “Change status of any task or work” permission.

The rest can be solved with Automators rather than granting extra permissions. You can use Automators to automatically reassign the work and update the status once the junior member has completed their tasks. 

I hope that helps.
 

Yes. These need to be separate options. Creating work, IMO, should never create a big issue; deleting work on the other hand has very large implications. Separating these two options is a must.

Excellent update, makes the inbox management a lot easier. 

@LD7E agree! We need everyone to be able to create work as we use Karbon as an internal ticketing/request tool as well, but would want to restrict work deletion. I’d even go so far as being able to limit what TYPES of work someone can create would be more helpful! That would help with some of our hygiene issues where the wrong work type (or no type) is chosen.

I love the later function! So much better than having the emails in My week.

I can’t see Client Team section in Contact Settings?

Hi Sam. Do you mean the additional fields? That is currently in a beta, so if you aren’t in the beta it won’t be there for you. 

Hi Amelia, yes, it turned out that was the case. We’d requested Beta access but they’d missed adding it to our account. We were told it was being released (out of Beta) on 25 Sep. Is that still the case? (can’t see it still)

Hi Sam, custom client fields required a bit more testing before being released to everyone but it shouldn’t be too long now.