Replies posted by JAS

6 Replies

J
Beginner
JASBeginner
asked in Ask a Peer

Print TO DO list or WORK List

Thanks @Rebecca Williams .  I’ve also tried to print the page and that’s a mess LOL.  If this can be added as a feature enhancement to export in CSV or EXCEL format, that would be great (or a Reporting) tool for customized reports which can be exported. js

2
J
Beginner
1 year ago
Andrew
Beginner
AndrewBeginner
asked in Ask a Peer

Changing a client email for client tasks

@max - I liked your solution, pretty easy to do.  thanks!

3
J
Beginner
1 year ago
J
Beginner
JASBeginner
asked in Ask a Peer

Task not updating

I re-ran the template today and the task updated as expected.  I’m not sure what happened the first time.  The only difference is that I assigned all of the tasks to myself instead of another team member. js

5
max
Sr. Karbon Community Guide
2 years ago
J
Beginner
JASBeginner
asked in Ask a Peer

Task not updating

Here are the two tasks.  Ideally, after the Invoicng task is sent to the Invoicing resource and marked complete, The workflow should be updated as well and advance to the next step (Payment).  Again here, once the Payment task is completed, advance to the next workflow and mark complete.  

5
max
Sr. Karbon Community Guide
2 years ago
J
Beginner
JASBeginner
asked in Ask a Peer

Work Status

Max yes, very helpful. Thanks for the explanation. 

2
J
Beginner
2 years ago
Stuart McLeod
Karbon Team
Stuart McLeodKarbon Team
posted in Share Tips & Best Practices

Would you like some new airpods? Only 1 catch - post a review to G2 Crowd for me!

I’m in….https://www.g2.com/products/karbon-2019-08-27/reviews/karbon-review-5083181

53
Lachlan Macindoe
Karbon Team
2 years ago

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