Replies posted by Kiley Danker

7 Replies

A
Anonymous

Document management in Karbon

Any news on the addition of Microsoft 365 SharePoint File as a document management link instead of just Dropbox? 

200957
SamG
Sr. Karbon Community Guide
5 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

Welcome to Karbon's AI Beta

I small change that could be VERY helpful… an “undo” if you don’t like the changes the AI made to your email!!!  Please upvote this if you like the idea!

68
A
Newcomer
7 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

New AI Feature Release Update

Sounds great! I can’t wait.  The summarize seems pretty good, I’m sure it will improve with training.

11
joshstandley
Rising Star
9 months ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
published in Share Tips & Best Practices

6 time-saving ideas for using Karbon Automators

Any Chance of having a “Completed” work automator trigger a different work task to begin?  There are separate work items (like sales tax) that are the work/job of a tax manager that requires bookkeeping to have completed reconciliations.  It would be nice if month end task being “completed” would trigger the “Sales Tax” work item to be Ready to Start for the tax manager & not to have to add an additional section to the month end work when this task is not repeated monthly.

5459
Rebecca Williams
Sr. Karbon Community Guide
11 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Changes to Client Portal are coming

This was posted 5 months ago & I know there are several threads requesting the same function.  Any updates on when this will go live???

184226
SamG
Sr. Karbon Community Guide
1 year ago
BrooksW
Superstar
BrooksWSuperstar
asked in Ask a Peer

My Week Questions

Is it possible to allow for multiple task to be selected to bulk “cancel” or “Complete” your assigned task prior to moving to “Done”?  If the task are not cancelled or completed prior to moving them to done they remain open & wont trigger the workflow automation for the next person & remain open task.  This can be helpful in clearing repetitive work flows that have spilled into the next time slot.  

6
K
Rising Star
1 year ago
D
Rising Star
Dan YamamotoRising Star
asked in Ask a Peer

Task complete why do we have to move to done

It would also be great if you could select multiple task & mark them as “cancelled” or “Complete” before you move to “Done.”  Then any duplicated repeating task could be cleared to “Done” & not stay hanging out as “incomplete” work.!!!  Today is 8/23 & older weeks have been completed. These need to be removed, but moving to “done” does not automatically “cancel or complete” my assigned task. 

6
K
Rising Star
1 year ago

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