Product Updates

 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?

Originally from May 3, 2021  You can now choose what time your email will be sent. Do you write your emails at night but don't want them to go out until the morning? Get a jump on some client communication for next week? Or want an email to go out at the exact time you'll be away from your desk?Simply compose your email like normal. Then, next to your Send button (which still sends your email immediately), you'll have a new option to choose a scheduled time. The email will then be filed under your scheduled folder within Triage An update on the full release of new Global SearchNew Global Search is currently being rolled out to all Karbon customers. Updates include enhancements such as recent contacts and work items being displayed.And new functionality such as filters will help you find what you need quickly—across work, contacts, email, and internal discussions So what do you think? Do you plan to start scheduling emails to send at specific times? Why will doing so benefit your working style?Join the discussion below and share your thoughts, questions, and ideas relating to this latest Karbon update.  

In case you missed it, earlier this week we launched the full release of our Time & Budgets functionality to all customers on Business and Enterprise plans. This is one of, if not, the biggest update we’ve ever released to Karbon. It allows you to track estimates, actuals, timesheets and analysis, in the same place as your existing work and collaboration in Karbon. This doesn’t just mean one less app to navigate between. It means you get a whole new level of functionality, automation and insight  that is only possible when you have all this detail part of your workflow. Learn how to set up and get started with Time & Budgets.   With a Business and Enterprise subscription you will have access to this feature. If you are interested in upgrading your plan contact us via chat on Help & Feedback or email us at billing@karbonhq.com. Have you and your team tried out Time & Budgets? 

In case you missed it, earlier this year we launched the general release Email Insights to Karbon. In my opinion, the best thing about Email Insights is that it doesn’t just give you some charts with no real purpose. It provides you with genuinely useful information about how your team is using email, that will drive behavioral improvements, identify coaching opportunities, and save time across your firm.   You can see things like: Daily email volume across your firm, or for specific clients or employees Average email response times How client communication compares month-on-month The clients that consume your team's time most The team members most effective at managing Triage The busiest times of the day for sending and receiving email How effective your team is at anticipating client questions Learn more about what Email Insights can do.     You can trial Email Insights for 14 days. After your trial expires, full access to Email Insights costs $10/month, per user. Alternatively, you can opt to continue with the free version of Email Insights, which provides each team member with their own email activity for the current month, but no filters or team-wide data.   Have you explored Email Insights with your team yet? We’d love to hear what impact it is having in your firm.