Replies posted by AlexaEvans

4 Replies

Victoria Peters
Sr. Community Champion
Victoria PetersSr. Community Champion
asked in Share Tips & Best Practices

What Karbon hack have you created that you are most proud of?

Since I have a largely administrative role within my firm, my Karbon hack is a recurring work with zero tasks that auto populate called “Weekly Internal Admin Tasks (Week Ending MM/DD)” -- the client is the firm and the visibility is open to the whole team. Each week, I “move” any one-off tasks not completed from the previous week and record any new one-off emails, tasks, etc. as they come in. Since I’m hourly, I’ll also track any time spent in triage or on internal calls on this work.

8
naomi_paulson
Rising Star
1 month ago
D
Beginner
Daniela Antlova
asked in Share Tips & Best Practices

Dealing with "for later - reading" type of emails in Karbon

I do something similar to Victoria, but with Webinars! I created a contact in Karbon visible to the entire team called “Webinar Archives.” I’ll attach any webinar recordings to this Contact that are worth saving to watch later, rewatch a second time, share with the team, or include in future internal trainings.

7
Amelia Freeman
Karbon Team
7 months ago
A
Anonymous

New options for Automators and more!

Glad to see the automator update -- this means way less time updating workflow due dates when we haven’t received something from a customer yet. I would love to see a “Go to work” button within the timer -- I start the timer before I navigate to the Work. Currently, I have to search for the Work two times: once when I start the timer, and a second time when I want to navigate to the work. It would be helpful if I could just start tracking my time and navigate to the work with a push of a button.

113610
M
Rising Star
2 years ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
posted in Community Feedback

New to the community? Introduce yourself here!

I’m Alexa Evans and I’m the communications manager at Palm Beach Accounting and Financial Services, LLC (www.pbafs.com)! I’m a certified Karbon Expert and love helping my firm become the most product version of itself through Karbon. Outside of work, I love teaching ballet and spending the weekend curled up with a good book! 

101
Cherie Coscos
Beginner
1 month ago

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