Replies posted by Charles Wannamaker

5 Replies

Erin Jamison
Karbon Team
Erin JamisonKarbon Team
posted in Share Tips & Best Practices

Best Practice: Change the status, colleague, to-do date or due date of To-Do items in bulk

At the time it was not an option/feature.  We went on to subscribe to a service package that included Karbon changing that kind of stuff in bulk for us.  Not sure if it’s an option/feature that has since been added.  

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Beginner
1 year ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
posted in Share Tips & Best Practices

Best Practice: Change the status, colleague, to-do date or due date of To-Do items in bulk

Hey Erin,Can you bulk change work due dates from the work list view?  If not how can you bulk change work due dates (not individual tasks, but the whole work project)? Thanks,Charles

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Beginner
1 year ago
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Beginner
Charles WannamakerBeginner
asked in Ask a Peer

Placeholder in Work Names

Thanks jens.  It was the work name that I was interested in automating, but yes if you add the client name placeholder in the client task email it will show in the subject. 

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Beginner
1 year ago
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Beginner
Charles WannamakerBeginner
asked in Ask a Peer

Placeholder in Work Names

Thanks for the feedback Gary.  I’m fairly new to Karbon so my thinking was coming from a cosmetic standpoint.  If we send a client task and email subject includes ‘work name’ I was trying to personalize the email. So instead of just ‘Please complete this checklist - Onboarding’, the client gets ‘Please complete this checklist - John & Jane Doe Onboarding’. I know you can change the work name when setting it up, just trying to save steps and have the template name personalize it for me.  Not a big deal, just wondering what others ideas/thoughts were being new and not getting a ton of client feedback on how they interface (we have run internal tests).  Thanks. 

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Beginner
1 year ago
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Beginner
Charles WannamakerBeginner
asked in Ask a Peer

Placeholder in Work Names

Thanks DianeK, appreciate the feedback. 

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Beginner
1 year ago

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