Replies posted by Jack Clark

4 Replies

Jack Clark
Beginner
Jack ClarkBeginner
posted in Ask a Peer

Microsoft Todo Integration

Hi @Jack Clark, I haven’t looked into syncing stuff to MS Todo. We use the Todo list, MyWeek, and Send to Later to manage tasks within Karbon. I’m assuming you have a solid system in MS Todo and you’re looking to keep that system while you integrate your firm into Karbon. Am I on the right track? 😁 Hi @max sorry for the silence.  Is Todo list the same as assignments?  Yes we have a system in MS Todo/Teams that replicates something similar to EOS which includes team and department rocks, personal to-dos, team to-dos, internal todos etc. and I'm looking for 1 task list for everything, thus a Karbon sync would be ace.

5
Jonathan Gibson
Rising Star
3 months ago
Jack Clark
Beginner
Jack ClarkBeginner
posted in Ask a Peer

Microsoft Todo Integration

What are you doing in Microsoft Todo that you can’t do in Karbon?  You could try to do something with the API using Zapier. It looks like MS Todo is on Zapier and they have an action of Create Task. We are using MS Teams for our internal team meetings and calls, and logging our tasks (including personal tasks), rocks, issues etc. on Teams, which now syncs with MS Todo.  Thanks, I'll take a look at Zapier, although I wonder if it's a two way sync as we'd want completed MS to-dos to reflect on Karbon, and I'm not sure how Karbon manages personal to-dos now.

5
Jonathan Gibson
Rising Star
3 months ago
A
Anonymous

Later, user permissions, profile roles, Client Team custom fields, merge duplicate contacts, bill by colleague rate, and control budgets by amounts

Some of these are much needed, thank you! I have to ask why the option for ‘Later’ was built instead of better integration with My week.  It is great to have this option especially from the mobile app but when the best practice approach is to manage items in My week I would have loved to see an option to add to My week from the app and options from cloud triage to ‘later’ bucket in My week rather than only ‘this week’.  I have been told these are coming so hopefully this is just the start of some more user friendly updates! Hi Michelle  Could you tell me more about why you feel the best practice approach is to manage all emails in My Week? We have had feedback from users that My Week isn’t the ideal place to manage emails that aren’t urgent but that they are adding them to My Week because they just need them out of Triage but don’t want to forget about them. For some users, having lots of emails in My Week has made it difficult to manage.  The intention of Later is to address

213623
T
Karbon Team
7 months ago
A
Anonymous

Later, user permissions, profile roles, Client Team custom fields, merge duplicate contacts, bill by colleague rate, and control budgets by amounts

Excellent updates!!🥳

213623
T
Karbon Team
7 months ago

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