Replies posted by Wendy Barnabo

5 Replies

W
Rising Star
Wendy BarnaboRising Star
posted in Ask a Peer

Work items with no tasks?

@jens That is great.  It makes me feel better that  I am on the right track using Karbon in this way.  Just curious what the work type name you use for this type of “folder” work?  Thanks!

5
J
Superstar
2 years ago
W
Rising Star
Wendy BarnaboRising Star
asked in Ask a Peer

Work Item Creation responsibility in your org?

@max and @kylenecarse Thank you for this feedback!   I see a combination of the two scenarios is maybe best, depending on the level of communication and the “bulk” nature of the work item in question.  That is a great place for us to start our conversations here.  I am not familiar with “bulk” uploads and API integrations.  My assumption is that it would be used for something like….we created a 1099 work item for a whole bunch of clients using the same template for this month?@max I really like your definition of a reason to ad an ad hoc work item! 

9
kylenecarse
Community Champion
2 years ago
MikeLiang
Superstar
MikeLiangSuperstar
asked in Ask a Peer

Work type and Task Type

We use the role to signify the role the staff member was using: Ours are broken down by department and then role. We use this to keep track of average times to complete work by department and role. Roles are also the mechanism used for hourly billing rates, so we have some roles setup to specific staff who have unique billing rates (see pixelated roles). It’s not a perfect system right now, so I’m curious to learn from others.   Can you discuss if the “role” is the same as a person’s internal title?  I feel that whatever my title, my “role” on a client could be different and specific to billing, not to our HR process.  Thoughts?

9
max
Sr. Karbon Community Guide
1 year ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

Welcome to Karbon's AI Beta

Really appreciate being added and we think the Summarize feature is great!    One thing I noticed is that I don’t think it includes the internal comments - There are some threads where this would be a nice addition.  Thanks!

68
A
Newcomer
7 months ago
Ian Jack
Rising Star
Ian JackRising Star
asked in Share Tips & Best Practices

Shared Mailboxes in Karbon

GM!  Are there instructions on how this works exactly?  I cannot find them.  Thank you! 

12
drich208
Superstar
12 days ago

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