Product Updates

This is a reminder that changes to the Karbon Client Portal will be live next week. An overview of the changes are:Changes The heading in tasks will be renamed from ‘client task’ to ‘client request’ to better align with terminology across the platform The PIN will be replaced by a magic link (a one-time use link). The magic link is secure, as it can't be accessed by anyone other than the users it’s sent to. But more importantly, it reduces friction and allows users immediate access to action their items in a list view Changes to settings - Your logo placement will move from Company Details (now renamed Account Settings) and will be under Client Portal tab (previously Client Tasks), where you can also pre-set auto sending options. A dedicated link to your Client Portal which can be added to your website and/or outgoing emails and is a great way to promote the feature and save you administration time. It allows your clients to quickly access their information. The URL will be in the Client Portal tab. Coming soon - you’ll be able to send the client request to multiple Karbon contacts What’s new? Your client will receive a magic link rather than the PIN, as outlined above. A log-in section, which provides your clients with greater flexibility to view everything including open and completed requests (history), as well as documents that have been uploaded. Clients can comment and ask questions. Please note this is for business plan and above only. What will happen when the new Client Portal is live? Existing client tasks already sent prior to us making the new functionality live, can only be accessed by your client through the PIN in the email If you resend a client task, it will be accessed via the magic link if your client accesses it from the email If a client task is set up to auto-send in the future, it will be accessed via the magic link if your client accesses it from the email Any new client task that is sent will be accessed via the magic link if your client accesses it from the email If your client logs in, they will see up to 100 open requests and the last 100 closed requests.  The FAQs can help you respond to the needs of your clients more quickly, but, if you have more unanswered questions, please reach out to your customer success manager.To make it easier for you to communicate these changes with your clients, we have included some suggested wording and a how to guide, that you can adapt to your branding if you haven't done so already.We will send you an email when the changes are live.

We are introducing changes to Karbon’s Client Portal to help you be more efficient with your clients. The information below was sent via email to all account owners last month.  Karbon’s existing Client Portal, previously known as Client Tasks, has undergone an upgrade. In light of the new functionality, there are some changes to existing processes that you need to be aware of. These changes are coming in early August, so please get your practice and staff ready by giving them advanced warning.Here are a few things, we think are important to note:Changes The heading in tasks will be renamed from ‘client task’ to ‘client request’ to better align with terminology across the platform The PIN will be replaced by a magic link (a one-time use link). The magic link is secure, as it can't be accessed by anyone other than the users it’s sent to. But more importantly, it reduces friction and allows users immediate access to action their items in a list view.  Changes to Settings — Your logo placement will move from Company Details (now renamed Account Settings) and will be under Client Portal tab (previously Client Tasks), where you can also pre-set auto-sending options. A dedicated link to your Client Portal which can be added to your website and/or outgoing emails and is a great way to promote the feature and save you administration time. It allows your clients to quickly access their information. The URL will be in the Client Portal tab. Coming soon - you’ll be able to send the client request to multiple Karbon contacts. What’s new for your clients? Your client will receive a magic link rather than the PIN, as outlined above. A log-in section, which provides your clients with greater flexibility to view everything including open and completed requests (history), as well as documents that have been uploaded. Clients can comment and ask questions. Please note this is for business plan and above only. What will happen when the new Client Portal is live? Existing client tasks already sent prior to us making the new functionality live, can only be accessed by your client through the PIN in the email If you resend a client task, it will be accessed via the magic link if your client accesses it from the email If a client task is set up to auto-send in the future, it will be accessed via the magic link if your client accesses it from the email Any new client task that is sent will be accessed via the magic link if your client accesses it from the email If your client logs in, they will see up to 100 open requests and the last 100 closed requests.  To make it easier for you to communicate these changes with your clients, we have included some suggested wording and a how to guide, that you can adapt to your branding.The FAQs can help you respond to the needs of your clients more quickly, but, if you have more unanswered questions, please reach out to your Customer Success Manager. 

OneDrive added to document managementDocument management now integrates with Microsoft OneDrive as well as Dropbox Business. This gives you more flexibility to connect your account to Karbon and manage client work files from a single source of truth. Register for one of our upcoming global webinars, where we’ll demonstrate how to: Connect your own DMS Automate your file organization and backups straight from Karbon Copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMS Session 1: Wednesday July 20, 9.00am PDT | 12.00pm EDTSession 2: Wednesday July 20, 11.30am AESTSession 3: Wednesday July 20, 4.00pm GMTAnd if you’re not a Karbon customer yet, register below to find out how document management can work for your firm. Start a free 14-day trial and put it to the test.Session 1: Friday July 22, 9.00 am PDT Session 2: Friday July 22, 12.00pm AEST  Enhancements to My WeekStarting the timer on a piece of work from within My Week will automatically move it into 'Working on Now' to make it easier for your team to see what you're working on, so they can plan effectively. We have also increased pagination to 100 items, so you can see more information on your screen at one time.  Updates based on feedback directly from Karbon CommunityWe’ve added additional functionality from feedback received by our customers via Karbon Community, specifically to contacts, work, and Time & Budgets that will make the smallest things just that much easier.Contacts UK customers can now choose Unincorporated Charity and Housing Association as entity types in Organisations > Details > Accounting Details When creating a new contact, we’ve added a field for ‘client identifier’ for those accounting firms requiring that rigor. To enable this, simply speak to your Customer Success Manager or our Support team (support@karbonhq.com). Once the field is enabled in Settings, every time a new contact is created, the field will need to be populated before the contact can be saved.  Phone numbers on contacts are now clickable directly from the contact card, saving you an extra click to access the information you need. Work When exporting data, ‘work type’ was previously only available in the ‘All work in this view’ option in the export menu. Thanks to customer feedback, it’s available in the ‘Repeating work schedules’ option too. You were already able to ‘copy a conversation link’ in email and tasks, but now we have taken it one step further and added that functionality to notes. You’ll notice that the task overflow action menu has been reordered in-line with how our customers work, with the goal to improve workflow. Time & Budget The character limit for time entry notes has increased from 300 to 600. Plus, a snippet of your note will now display, rather than the entire entry, saving space on your screen. To read the rest of the snippet, you can click the ellipsis (...). Karbon now remembers the previous task type selected in the time entry modal and timer regardless of where you are in Karbon. The work item ID is now a downloadable field and has been added to timesheets. When you export the data, the column will be identified as ‘Work ID’.    Coming next week: CalendarMy Week’s two-way calendar integration with Google, Outlook, or Exchange calendarsMy Week just got more powerful. Stay focused and plan your today, tomorrow and beyond with oversight into your work with a calendar integration right in Karbon.  Recent API enhancementsWork item: Type and StatusNew search filters for work type and status allow you to focus on exactly the data you want to see in large sets of work items by retrieving matches to your criteria, so there is no need to re-filter.Improved searchPreviously, search included only exact matches, but now it’s faster to search in contacts: Start typing three letters and Karbon will return a list of partial matches for full name, email address or phone number, making it easier to find the information in a hurry.For other API releases see the Karbon Developer Center To the comments! What are you most excited for here? And don’t say Calendar because there’s plenty of time to talk about that next week ;) 

Updates to multi selectYou can now bulk select multiple items that are listed together in Triage or My Week with fewer clicks.Select the top item, hold Shift and select the bottom item, and all items in between will be selected too. In Triage, this means greater control with bulk-clearing, and in My Week, you now have more flexibility over how you plan and manage your work.Check out Karbon's other keyboard shortcuts here. Drag and dropLast week, we released Document Management and in this release, we’ve given you the ability to drag and drop files directly into Karbon. Simply drag and drop your attachments directly into comments, emails and the Documents tab within your work items, without the need to select the paperclip icon and browse your computer.We will continue to make enhancements to this functionality, including integrations with more Document Management Systems, including OneDrive coming soon. Karbon AcademyWe have recently launched a new and improved Karbon Academy, home to our in-depth Karbon Certification learning program.Now, you will also find our Right For Me learning program. This option offers core education content for Karbon users as an alternative to the full Certification program. When beginning the Right For Me program, you will be guided through qualifying questions to help build a customized learning track for your specific needs.To access Karbon Academy, select ‘Academy’ from the main left navigation menu in Karbon. Recent API enhancementsTo learn more about our recent API enhancements, refer to our API release notes.

The new Karbon Academy site is now open for everyone! Get inspired with an understanding of how Karbon helps you do more.  Just click “Academy” from Karbon’s left hand nav bar and login via SSO with your Karbon credentials using the “Log in with any other email” option. Academy is the home of our Certification program (if you were previously certified, your status will be reflected there soon). Certification is great for any user who needs a broad understanding of the app to solidify their knowledge.  You will also find our Right For Me learning program, which offers more focused curriculum for folks who don’t need the full Certification experience. We have a lot more in store throughout 2022 and beyond, so stay tuned to how Karbon Academy can guide you and your team to awesome outcomes. 

Connect your Document Management System (DMS) to Karbon and manage client work files from a single source of truth. Today, we’re kicking off with Dropbox (OneDrive and more coming soon).With document management in Karbon, you can: Seamlessly integrate with your DMS Automate file organization and backups Save your files where you need them Collaborate on files Learn more about document management in Karbon. Introductory webinarsRegister for an introductory webinar specifically for Karbon customers. We’ll use Dropbox as an example and demonstrate how to: Connect your own DMS Automate your file organization and backups straight from Karbon Copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMS Session 1: Tuesday May 24, 8.30am PDT | Tuesday May 24, 4.30pm GMTSession 2: Thursday May 26, 4.30pm PDT | Friday May 27, 9.30am AEST(note: both sessions will cover the same material)

A fast tracked way to add and update your contacts in bulk You now have the ability to fast track updates to your contacts in bulk and add contacts in bulk for free with a two-step process.To do so, navigate to Contacts via the main left menu. On the top right, select ‘Export/Import’ and select ‘Download Bulk Contact Update File’.This will download an Excel spreadsheet containing your contacts’ information, ready for you to make your updates (includes detailed instructions about how to use the spreadsheet).Once your updates are complete, navigate back to ‘Export/Import’ in Karbon and select ‘Upload Bulk Contact Update File’. A chatbot will instruct you to hand over your updated Excel file, and a Karbon team member will import your updated client data.  A reminder about features in beta The growing Karbon product team is a hive of activity, working to provide you with strong and  innovative features and updates to Karbon. To participate in the current and upcoming beta programs, you can register here: Calendar integration Client app Document management Billing Learn more about each of these exciting features on our recent roadmap webinar.

Earlier, I was joined by my fellow Product Managers and our Chief Product Officer, for an exclusive preview of the headline features that are in development right now and launching in the coming months.Watch to learn about (and see):Calendar integration New Client App & magic link Dropbox & One Drive integrations Billing We’d love to hear what you think, and any questions or feedback you have. You can add your thoughts in the comments below.  

More Work Insights enhancements A new look for Work InsightsAs part of ongoing enhancements that have been released to Insights recently, Work Insights has been given a fresh coat of paint. All charts and sections have been redesigned to make it easier to navigate and see the data that matters to you. This refresh also paves the way for some other upcoming improvements.Updates to Client Leaderboard in Work InsightsYou can now navigate deeper into your Client Leaderboard and see how work associated with each client is progressing.To find the Client Leaderboard sub-chart, navigate to Insights from your main side menu. By default, it will list all your clients.When you click a client’s name, you can view open work, completed work and overdue work over your specified time.The filters you apply in the main Work Insights dashboard will carry over into the Client Leaderboard sub-chart, and you can also adjust these filters from the sub-chart page.Drill down into Client Leaderboard sub-chartYou can also drill down deeper into this information by clicking on a plot-point, which represents a date, in a client’s sub-chart.Drill down into Colleague Leaderboard sub-chartYou can now also take a deeper look into your Colleague Leaderboard. To drill down into a colleague’s sub-chart, navigate to Insights from your main side menu, and in the Colleague Leaderboard, click a colleague’s name. From there, you can drill down deeper into this information by clicking on a plot-point, which represents a date, in a colleague’s sub-chart.More information on navigating Work Insights.  Reorder your saved work dashboard viewsYou can now reorder your saved work views when viewing work in the Kanban board or list view.Scroll down to the bottom of your saved views list and click ‘Edit Saved Views’. From there, you can reorder, rename and delete your saved views.This was a feature request from customers, raised in the recently-released Feature Ideas section in Karbon Community.  More-easily add emails to My WeekTo add an email to My Week without expanding the email, select the options menu (...) and click ‘Plan For This Week’.  Add emails to a TimelineWe've made a small but important change to better-reflect how Karbon works. As you know, you can add an email to a work item and/ or a contact. So, under the email’s subject line, the option now says ‘Add to Timeline’, rather than ‘Add to Work’.This was a feature request from customers, raised in the recently-released Feature Ideas section in Karbon Community.  Xama HUB integration for firms with UK-based clientsKarbon now integrates with Xama HUB, a tool designed to help UK firms collect client identity documents and perform AML checks instantly.With this integration, you can create and maintain a client list within Xama HUB where you can manage due diligence required by UK law.Learn more and get startedOther updates: We’re making Karbon available in multiple languages, and as a result, you might notice temporary spelling variations until the work is completed. We have made performance improvements that increase accuracy when searching for a colleague to @mention in a comment.    I’m guessing we’ll hear a lot of hoorays on reordering your saved Work Views, but I’d really love to hear how the new Insights deep dives help you discover trends you weren’t expecting. To the comments section!  

Reset automatorsIf you accidentally execute an automator in a work item, you can now reset it. To do so, undo the action that activated the automator, click on the relevant automator and select ‘Reset’.An example of undoing an action that activated an automator is unchecking a task in a section that is set to trigger an automator when all tasks in that section are completed. Or, if the automator will activate based on the status of the work, make sure the work status is set to anything other than the activating status before resetting the automator.Note: If the automator caused an action, like updating the work item’s status, that action will need to be manually reverted.This was a feature request from customers, raised in the recently-released Feature Ideas section in Karbon Community. Updates to Colleague Leaderboard in Work InsightsYou can now navigate deeper into your Colleague Leaderboard and see how each colleague’s individual workload is progressing.To find the Colleague Leaderboard sub-chart, navigate to Insights from your main side menu. By default, it will list all your colleagues.When you click a colleague's name, you can view their open work, completed work and overdue work over your specified time.The filters you apply in the main Work Insights dashboard will carry over into the Colleague Leaderboard sub-chart, and you can also adjust these filters from the sub-chart page. Time & Budget overview updateWhen viewing the Budget Overview graph on a work item, you can toggle between ‘Hours’ and ‘Amount’.This was a feature request from customers, raised in the recently-released Feature Ideas section in Karbon Community.  An easier way to add work to a timelineWhen you add an item to a timeline, you can now toggle between Work and Contact, and whatever you’ve typed in the search bar will remain. Update to email smart suggestionsWhen sending emails from an organization timeline, Karbon will suggest and display the primary email address of contacts associated with that organization.More information on the smart suggestion rules Toggle between time periods in timesheetsWhen viewing a colleague’s timesheets, you can change the week you are looking at by clicking on the arrows either side of the time period.This was a feature request from customers, raised in the recently-released Feature Ideas section in Karbon Community.  Update to exportsExports of organizations now include columns for website and social media links, and exports of people now include a column for their role. More visibility across other contacts involved in work itemsYou can now see more information about other contacts involved in work items, including their Name, Role, Organization and Email.This was a feature request from customers, raised in the recently-released Feature Ideas section in Karbon Community.  Some really cool additions in here that I know will make my life easier. Also exciting to see some items from the new feature request board being implemented - keep those ideas coming! Don’t be dissuaded if your idea isn’t implemented right away; many times great ideas lay in waiting because they’re planned along with other changes, or because there are prerequisites behind the scenes.I’m really interested to hear who is putting these new Insights reports to use - any stories or examples so far? To the comments section!   

Email smart suggestions When sending emails from a work timeline, Karbon will suggest and display relevant email addresses in the ‘To’ field, based on the details of that work item. This includes emails associated with the contact assigned to the work, emails already on the timeline, and the email address the Client Tasks are being sent to.Similarly, when sending emails from a contact timeline, Karbon will suggest the emails associated with the contact, including secondary email addresses.More information on the smart suggestion rules  Create a new contact when sending Client Tasks You can now create a new contact while setting up Client Tasks to send. This saves you time and clicks, versus needing to create a contact separately. Share emails with a direct URL You can now share an exact email conversation from your Triage with a URL. Navigate to the options menu (...) of a specific email, and select Copy Conversation Link.To be able to view this, your colleagues must be Karbon users in your organization with pre-existing access to the email. Contact exports update Contact exports now include an export of Client Groups. This includes a Client Members tab that lists all the members associated with Client Groups.On top of that, exports of all contacts now include a column for Client Group. Connect4 integration Karbon now integrates with Connect4, a meeting management tool designed to turn every meeting into an actionable client experience.With this integration, you can: Turn Connect4 client meeting actions into Karbon tasks. Easily reference assigned tasks across your team to ensure no client work is missed for delivery or upsell before the next meeting. Create a consistent meeting workflow of template agendas, meeting minutes and actions for every client meeting with your team. Start meetings quickly with your clients in Connect4 using your Karbon contact database. Learn more and get started  Other updates You can now click and open URLs within task titles. Your sent folder in Triage now displays who you sent the email to, rather than ‘Me’. You can now access the options menu (...) for Notes when they are in the collapsed view in Triage.  To the comments! Let’s hear what you’re excited about. Lots of time savers in this update, but I think many of you will be gravitating toward that export of client group members - any ideas how that will change your workflow?

Updates to Work Insights You can now navigate deeper into your Work Insights with the work status sub-chart. You can drill down beyond primary work statuses to better-understand how long your work stays in each sub-status, helping you to identify bottlenecks and opportunities within your workflows.This is the first of several updates coming to Insights over the coming months!To find the work status sub-chart, navigate to Insights from your main side menu. Your Work Insights dashboard will display the average number of days work is spent in each primary status.When you select ‘View Report’, this data is broken down to expose the average number of days work has spent in each sub-status.From here, you can select the chart’s title and the filters above to adjust your search parameters.  Update to work export Exports of work data now include a column for Planned Week. This information shows the week each item is planned in your My Week.  To the comments! How do you plan to use this visibility into sub-statuses to coach your team or assess throughput?

My Week enhancements More clarity and flexibility within Working on NowYou now have the ability to drag and drop to reorder items within the Working on Now section of My Week. This will provide you with an additional level of prioritization and control.And you can now also bulk-select items from multiple sections of My Week, and move them into Working on Now at one time using the options menu (...).Plus, a more obvious border surrounding Working on Now will help you to more-easily visualize your work.Complete tasks from the My Week overlayTasks can now be marked complete from within the My Week overlay. This means you don’t have to navigate away from My Week when checking off your tasks.     Attachment reminderHow often have you sent an email that referred to an attached file, only to be told later that the attachment is missing? That doesn’t need to happen anymore! Now, if you refer to an attachment in an email and press send without anything attached, you’ll be prompted with a reminder.   New Insights filterIn Insights, you can filter by Client Owner and Client Manager, providing you with more powerful data around your team’s performance.   Undo in Triage (EDIT Dec 21 - this undo option has been removed and will be reintroduced in the near future)You can now quickly retrieve an item you accidentally cleared in Triage. After clearing a single item, a small option to undo your action will display in the bottom of your main menu.  Karbon Practice IntelligenceYou will notice a new tab in your main menu: Intelligence. When it launches next year, Karbon Intelligence will provide you with the data you need to guide your most critical firm decisions. It will help you analyze your practice data, get faster business insights, and make important decisions with confidence.This page is where you can register your interest in Karbon Intelligence and join the waitlist to be the first to receive any news and developments.  How cool are those My Week updates? To the comments! Which will you use more? Ordering items in the “Working on Now” area, or completing tasks from the work overlay without visiting the work item itself? 

 Earlier today we held a webinar recapping all of the new features and functionality that we released to Karbon over the last 6 months, and a sneak peek of what we are working on what right now. Check our the recording for a an exclusive look at some of the powerful updates and new features coming to Karbon in 2022. We'd love to hear what you think, so please share your comments, feedback and questions in the discussion below. 

If My Week is how you organize your work, tasks and email into a manageable action plan, Colleague’s Week is how you visualize what your team is working on.Open My Week in your main menu and select Colleague’s Week.From this point, you can gain a high level overview of your team’s workloads in a filterable list that shows you the total number of items each individual has allocated for each period.To dive deeper into a team member’s week, click on their name. This will let you view their My Week, including their ‘Next Week’, ‘Later’, ‘To Plan’, and ‘Done’ buckets.You can choose to re-organize cards for your team members. Any changes that you make will be highlighted in bold (along with other updated and unread items) for them to view when they next navigate to their My Week. To make it easy for you to begin using Colleague’s Week, you can refer to these resources and frequently asked questions: Can I turn on my Colleague’s Week? Who can see My Week? How can I prevent others from seeing My Week?  Maintaining client privacyWhen viewing Colleague's Week, any work items involving clients that are private will remain inaccessible to those without access. Instead, anyone without access will receive a banner advising there are hidden items.Switching your My Week to privateIf you (or any of your team) don’t want others to have access to your own My Week view, access can be disabled by heading to your profile in Karbon (click your name in the main side menu), selecting ‘edit’ in the Privacy section and checking (or unchecking) the box next to ‘Allow Colleagues to View My Week’.Any staff who have disabled others from accessing their My Week will appear with a lock icon next to their name in the Colleague’s Week list view. Plan further in the future with My WeekAfter insightful customer feedback, you can now plan work up to 54 weeks in advance when dragging work cards into the ‘Later’ bucket in My Week.If you haven’t yet explored My Week, you can learn more about the basics, how to get started, and how My Week differs from To-do, in this introductory video. Update who has access to InsightsYou now have the ability to select who has access to your firm’s Karbon work and email Insights.Insights are visible to everyone on your team by default, and can be toggled on and off by each user (and admin users) by heading to their profile in Karbon, selecting ‘edit’ in the Permissions section and checking (or unchecking) the box next to ‘View Insights’.  note: Colleague’s Week is a tool to aid visibility across your team. It is different from the broader suite of capacity planning features we’ve teased are coming in 2022.Now to the comments below! Let’s hear how the visibility offered by Colleague’s Week may help how your team communicates and collaborates.  

Some of our team are taking a much-deserved break over the holiday period, which means there may be a delay on any non-urgent support queries.Please continue to provide your feedback, queries and feature requests via Help & Feedback, however, there may be a slightly longer delay than usual.Support hours for the holiday period are listed in U.S. time zone. DecemberDec 24: Support closedDec 25: Support closedDec 26: Response time may be longer than normalDec 27: Response time may be longer than normalDec 28: Response time may be longer than normalDec 29: Response time may be longer than normalDec 30: Response time may be longer than normalDec 31: Support closed JanuaryJan 1: Support closedJan 2: Response time may be longer than normal

Multi-select in TriageYou now have greater control when clearing items in bulk from Triage, with the ability to individually select and then bulk clear.Bulk clearing items by time grouping (i.e. ‘today’, ‘yesterday’, ‘October’, etc.) has been updated with the ability to hand-pick the exact items you want to clear using a multi select checkbox.For example, if you wanted to clear all items from October except two emails, you can select all items from October with one click, and then simply deselect the two emails (rather than having to individually clear each item from October, except the two emails). Add a note directly to My WeekAfter the successful roll out of My Week to all Karbon users, it has received a minor update. You can now create and assign a note directly from the ‘This Week’ section in My Week. It will automatically appear in your ‘This Week’.If you create a note from outside My Week, such as with the global + icon in the top right anywhere in the Karbon app, you will need to add it to My Week as a separate action. If you haven’t yet explored My Week, you can learn more about the basics, how to get started, and how My Week differs from To-do, in this introductory video.   Updates to @ mentionsWhen you belong to a team in Karbon, and that team is @ mentioned, you will receive a notification in your Triage that says ‘Your team has been mentioned’. When you have been mentioned as an individual, it will say ‘You’ve been mentioned’.  

My Week in Karbon is how you organize your work, tasks and email into a manageable action plan, outlining exactly where you need to spend your time and when.This new feature will begin rolling out to all Karbon accounts over the coming weeks, beginning today. Learn more, and join a live demo to see My Week in action for the first time.My Week in Karbon is designed just for you. It provides you with a coordinated but flexible plan of how you should spend your time, so you can: Identify your responsibilities Prioritize your time Share your progress Know what’s urgent Action your emails and notes Coordinate with your team To make it easy for you to begin using My Week, you can refer to these resources and frequently asked questions: Register for a live demo of My Week Overview of My Week How is My Week different to your To-do section?    Other updates: You can now move Client Tasks between Client Task sections in work templates with a drag & drop.  When all tasks in a section are marked complete, that section will automatically appear collapsed the next time you open that work item. You can now close Triage items by pressing ‘Escape’ on your keyboard (in addition to existing ways to close items). Add an email to a work item and clear it with a single click. Karbon will remember the previous action you have taken, so it will suggest either ‘Add’ or ‘Add & clear’ based on your last interaction. You can now filter your Triage by emails involving contacts or not involving contacts.   Okay Community, let’s hear it! My Week is our largest release since Time & Budgets; what are you excited about in My Week? What are you apprehensive about? What would you like to better understand? To the comments!

 Earlier today I hosted the first of several run-throughs of the new My Week feature that will begin rolling out to all Karbon accounts from next week. You can catch up on the full recording below, or if you’d like to attend an upcoming live session, you can register here (along with getting a glimpse of what to expect): https://karbonhq.com/my-week/ I’d love to hear what you think, and any questions or feedback that you have. You can add your thoughts in the comments below. 

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 colleaguesFilters 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 dashboardsNext week, we're running a webinar exploring the work dashboards that provide visibility, clarity, control. Join 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 KanbanYou 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 viewWhen 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!

Today's release includes a new side tray to provide you with more critical information with fewer clicks, added flexibility when setting up automators, direct access to Karbon Community, and improvements to the Timer. A new information side trayThe side tray that appears on every email, note, task or client task has been redesigned, giving you greater visibility with fewer clicks. You no longer need to navigate between tabs to see assignments, due dates, visibility or timeline details.Highlights include: All your most relevant information available at-a-glance A consistent design for emails, notes and tasks, and across the mobile app. The option to reveal all colleagues who have visibility over the email, task or note One single modal to add to a work item or contact   A simpler way to set up automatorsYou can now set a tasklist automator to trigger based on the tasks in ANY section within your work item. This update makes setting up automators much more flexible and powerful.Previously, automators could only trigger based on activity in the current task section, the section immediately before, or all tasks and sections within your work item.A common scenario where this might be useful is if you have an SLA to complete a tax return within 14 days of receiving client information. Now, your automator can trigger based on the completion of all tasks in the client task section, updating all other task due dates accordingly. Quick access to Karbon CommunityThe new Karbon Community has launched (you know this, because you’re here right now!) —a place to connect, ask questions, share knowledge, and get inspired by other customers from all over the world.Use your existing Karbon login to access the Community directly from the Karbon app. You'll see a link in the main menu directly below your name, and also from the Help & Feedback section.Once you're logged in, introduce yourself to other members with a quick hello, ask a question, share your best Karbon tip, or contribute to an existing discussion. Improvements to the TimerOur Timer was released in June, giving you the ability to track your time within Karbon and record it against the relevant work item or contact.We have released lots of improvements and bug fixes based on your feedback, which now gives you a vastly improved time-tracking experience. If you haven't used the Timer yet, check it out!  Okay Community, let’s hear it! How will this new automator flexibility help you improve your workflows? Share and ask questions in the comments below… 

Originally from July 13, 2021 Today we have re-launched the Karbon Template Library, giving you the ability to browse hundreds of best practice workflow templates and add them to your Karbon account instantly. Instantly install templates from the Karbon Template LibraryThe Karbon Template Library includes hundreds of templates for all common procedures and processes, sorted into regions, services and common collections.You'll find templates compiled by Karbon experts, templates used and shared by other Karbon customers, and templates for other applications from our vendor partners.If you are logged into Karbon, you'll have the option to Add To Karbon, which will add your chosen template and give you the option to open it in Karbon within seconds.Templates include all of the Karbon functionality you expect, including automators, client tasks, job roles, and statuses. Once installed, you can tailor them to suit your unique workflows and create client work.Browse the Karbon Template Library now.  Which template will you download first? Discuss in the comments below which ones you’re excited to use and to customize for your practice!

Originally from July 4, 2021 Two highly-requested updates have been released to Karbon: internal comments on Client Tasks, and the ability to add a note to multiple timelines. Internal comments on Client TasksClient Tasks are an easy way to collaborate, communicate and share documents with your clients. Now, you can have internal discussions with team members against these tasks too. And critically, clearly distinguish between what your client can see, and what they cannot.A new option can be found at the top of every new Client Task comment. Toggle between Internal to leave a comment just for your team's eyes, and External to share with your client.To make it absolutely clear what can be seen by your client, external comments will always appear in pink. While internal comments appear in the blue that you're familiar with on all other comments throughout Karbon.Add a note to multiple timelinesYou can now add an internal note against more than one work timeline. Simply choose the Add To Work option from the note's options menu or information tray, and search and choose for any additional work items.Other updates Exports of timesheet data now include a column for ClientID  Are you more likely to use internal comments on Client Tasks for documentation or to collaborate with colleagues? Perhaps a third option? Share and discuss in the comments!

Originally from June 14, 2021 Today we are releasing another highly-requested feature to make tracking time quicker, easier, more intuitive, and give you one less reason to navigate away from Karbon. TimerYou now have the ability to track your time within Karbon and record it against the relevant work item or contact.From any area of Karbon you can use the timer icon to track time. Karbon will automatically detect what you are working on and suggest the work item or contact to record against.When you stop the timer, smart notes are automatically added based on the activities you have carried out during that time. You can edit these, or add your own notes for more detail.To help avoid scope creep, you will be notified if your time gets close to the remaining budget allocated for that work item or contact.Keyboard shortcutsFrom anywhere in Karbon (when outside of a text input field), you can begin the timer by pressing Alt (Windows) or Option (Mac) ahead of T (Alt/Option + T).And to enter a manual time entry, you can press Alt (Windows) or Option (Mac), then Control ahead of T (Alt/Option + Control + T).Check out Karbon's other keyboard shortcuts here.Template list updateYour Templates view has been re-designed, making it easier to track and manage your saved workflows. This is particularly important if you have a large and growing template collection.Updates include: A more compact view to display more templates on your screen The ability to view and sort your templates by name, last published by, date added, last edited, or times used A link to browse and add templates from the Karbon Template Marketplace The option to create work directly from a work template's options menu (...) Other updates Time data exports now include a column for 'Fee type' You can now click and navigate to an organization contact from the header of any linked person contacts   To the comments! Which is more exciting for you, automated smart notes or scope creep notifications? 

Originally from May 21, 2021 Karbon now integrates with Liscio. Combine two best-of-breed solutions to deliver a seamless experience for your clients from the very first conversation, right through to the execution of their work. Karbon & Liscio integrationIntegrating Karbon with Liscio creates a single shared database of your clients and their companies (in Liscio these are called Contacts and Accounts while in Karbon they are called People and Organizations).If a new client contact or account is created in Liscio, it is automatically created in Karbon, and vice versa.  If a Contact or Account is updated in Liscio, the matching Person or Organization in Karbon is also updated. Your team can be assured they are always working with the most up-to-date client information, which saves time and reduces the possibility of error.About LiscioLiscio is dedicated to the craft of client experience. The right client experience speeds the exchange of data between firm and client, minimizes wasted motion, and creates raving fans. Liscio's secure platform achieves these goals by putting all of the tools that clients need to respond quickly right at their fingertips—including an all-in-one mobile app, automatic reminders, and even a mobile document scanner.  With all client communications and documents securely centralized in Liscio, it’s easy for staff to quickly see what is going on with each client’s account. Okay all you current Liscio users! Share how you plan to leverage this integration in the comments below. Or, thinking about adding Liscio to your stack? What do you want to ask your fellow Karbon users about their experience?