Share your Saved Work Views with others, and more!


Today, we are releasing updates to your Kanban work view to make it easier for you to view, adjust, and for the first time, share your saved views with colleagues.

Share your saved views with colleagues

Filters can be applied to your Kanban board and then saved as a unique dashboard showing the work items that are relevant to you, sorted in the most helpful way. 

You now have the ability to share your saved views with your colleagues! Simply head to the options menu (...) and select 'Share'.

You can then copy and share the link with your team. 

Your colleagues will then have access to the exact same view you have created, with all of the same settings selected.

If they want to make adjustments or be able to refer back to this dashboard again in the future, they will need to save their own version of it using the Save as New button. (This feature replicates the current view in their account, it does not maintain synchronization across people over time)

Discover best practices for building the most useful and impactful Kanban dashboards

Next week, we're running a webinar exploring the work dashboards that provide visibility, clarity, controlJoin us to discover tips to get the most out of your Kanban board and some creative new ways to create saved views that can be shared with your team.

Register now.

Display capacity per employee (hours per week) in Kanban

You can now view each team member's weekly capacity (the hours they are available per week) when you are sorting by Assignee on your Kanban board. This will give you a high-level overview of your team's capacity at an individual level.

To see this detail, sort your Kanban board by Assignee so that you get a column for each colleague, and ensure that Display Column Totals is turned on. 

To add your capacity, head to your profile in Karbon from the side menu and edit the Capacity section.

Always see column totals when dragging and dropping work in Kanban view

When dragging and dropping work items in the Kanban view, all column totals will now remain visible. This means you can always see the information you need when adjusting your firm's workflow.

Other updates:

  • After adding the first automator to a section in templates, the button to add more automators will no longer disappear. You can continue using it to add automators directly, rather than navigating into the side menu.

  • Hover your mouse over work items with long titles in your Recently Viewed (main side menu) list to see their full names

  • Exports of work data now include a column for Client Manager (all users) and ABN (Australian users)

  • Your non-billable tasks now have tags to identify that they're non-billable in Time Entry, Timesheet and Budget Table reports

 

Sharing saved work views with colleagues has been on our wishlist for awhile, and I’m pretty..., pretty..., pretty..., pretty sure a lot of our Community feels the same. So how about it folks? How will sharing saved views change the way you communicate and collaborate with your team? Comment away!

These are great updates!  Can’t wait to share with team on Tuesday!


Really excited that the shared Work/Kanban views feature has been released. Thanks for listening!


Amazing work guys ! 


Love this release!  I’m so excited about the visible capacity for each team member in the Kanban view.


Understanding that we want to match available capacity to work is great...but this needs to go further to have any benefits.  We need to be able to add capacity to an actual calendar (by day)….not just an avg hours per week.  Everyone knows what their team capacity is on average.  It’s the details that will make a difference in planning (vacations, holidays, disasters, etc.). 


This is great! Sharing saved views has been a constant request for my team. I now need to work with the team to create standard views. 

 

For the capacity, would be helpful to eventually be able to see a comparison view of budgeted hours to capacity.


Great updates! Has anyone been able to update the capacity on their profile yet? 


Today, we are releasing updates to your Kanban work view to make it easier for you to view, adjust, and for the first time, share your saved views with colleagues.

Share your saved views with colleagues

Filters can be applied to your Kanban board and then saved as a unique dashboard showing the work items that are relevant to you, sorted in the most helpful way. 

You now have the ability to share your saved views with your colleagues! Simply head to the options menu (...) and select 'Share'.

You can then copy and share the link with your team. 

Your colleagues will then have access to the exact same view you have created, with all of the same settings selected.

If they want to make adjustments or be able to refer back to this dashboard again in the future, they will need to save their own version of it using the Save as New button. (This feature replicates the current view in their account, it does not maintain synchronization across people over time)

Discover best practices for building the most useful and impactful Kanban dashboards

Next week, we're running a webinar exploring the work dashboards that provide visibility, clarity, controlJoin us to discover tips to get the most out of your Kanban board and some creative new ways to create saved views that can be shared with your team.

Register now.

Display capacity per employee (hours per week) in Kanban

You can now view each team member's weekly capacity (the hours they are available per week) when you are sorting by Assignee on your Kanban board. This will give you a high-level overview of your team's capacity at an individual level.

To see this detail, sort your Kanban board by Assignee so that you get a column for each colleague, and ensure that Display Column Totals is turned on. 

To add your capacity, head to your profile in Karbon from the side menu and edit the Capacity section.

Always see column totals when dragging and dropping work in Kanban view

When dragging and dropping work items in the Kanban view, all column totals will now remain visible. This means you can always see the information you need when adjusting your firm's workflow.

Other updates:

  • After adding the first automator to a section in templates, the button to add more automators will no longer disappear. You can continue using it to add automators directly, rather than navigating into the side menu.

  • Hover your mouse over work items with long titles in your Recently Viewed (main side menu) list to see their full names

  • Exports of work data now include a column for Client Manager (all users) and ABN (Australian users)

  • Your non-billable tasks now have tags to identify that they're non-billable in Time Entry, Timesheet and Budget Table reports

 

Sharing saved work views with colleagues has been on our wishlist for awhile, and I’m pretty..., pretty..., pretty..., pretty sure a lot of our Community feels the same. So how about it folks? How will sharing saved views change the way you communicate and collaborate with your team? Comment away!

Oh, so good - can’t wait to try the new features!


Understanding that we want to match available capacity to work is great...but this needs to go further to have any benefits.  We need to be able to add capacity to an actual calendar (by day)….not just an avg hours per week.  Everyone knows what their team capacity is on average.  It’s the details that will make a difference in planning (vacations, holidays, disasters, etc.). 

Hi Chris - we totally agree! This was a quick add we saw an opportunity for that we felt added a bit of value short term for some people, but is nowhere near the end of what we have in store. Keep an eye out for Roadmap webinars, which should start coming on a more regular cadence. Here’s the most recent for anyone who missed it!


YES!  The number of times I have walked people through setting up a dashboard so they understand where I am coming from is now a simple ‘copy this link’. 

Several shares have already happened and members of my team are buzzing over this update, thank you.  


What I’ll be doing is creating a work item or template with our standard dashboards linked with instructions for how staff can add them to their own list.

We’ve been waiting for an easy way to standardize Kanban lists, and this is a good step. I would love to be able to publish and update reports for the entire team, but we will use a workaround for now.

Great work!