Replies posted by Tom98

9 Replies

T
Rising Star
Tom98Rising Star
asked in Ask a Peer

Managing Emails in Work Timelines

@Tom98 Good morning, a few items to try if pinning is not working for you. Most likely these will have varying degrees of success depending on the type of work being performed and each can be used in conjunction with the other. At times, opening the email in Outlook does work better. The Karbon UI is a little funky with how it threads replies together and sometimes the three dots gets missed and an email is not expended. Pinning, works mostly well, Assigning the email to an individual, Planning for this week in order for the email to show up as an action item, Commenting on the email. I like this one a lot as it places the nice blue comment box on the email and lets me know visually this one is important. I also post a Note, pinned to the top of each work item timeline. This allows me to have a central place for all important notes and action items regarding the work. If there are emails that are important I copy the conversation link from the email and place it within this note a

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T
Rising Star
1 year ago
A
Anonymous

Complete Tasks Within My Week, and more!

Whoop attachment reminder is a lifesaver  Great updates all round, thanks Karbon!

100221
SamG
Sr. Karbon Community Guide
2 years ago
Kaitlyn Porche
Beginner
Kaitlyn PorcheBeginner
asked in Ask a Peer

Font Color of Statuses

Yes think for us it is ‘In Progress’ but same idea, basically work that is currently being worked on I believe.

5
Gregory
Beginner
2 years ago
A
Anonymous

Bulk clear Triage items with multi-select, and more!

Thanks Karbon, the option to add a note directly on My Week is a great update, what I found was missing last week when using it for the first time.  Another thing I’d say that would be nice on my week is the option to tick off an e-mail or note as done rather than just clicking to remove it from my week.  Feels a bit more rewarding than just feeling like you are deleting it!  

99619
A
1 year ago
Mike Liang
Rising Star
Mike LiangRising Star
posted in Share Tips & Best Practices

Insights - Should be task based, rather than work based

Interesting question @Mike Liang, I also haven’t used the insights a huge amount, I prefer to go to the list level on the work board and focus on how many days it takes to turnaround work items etc over against narrowing it down into specific tasks.  I think our focus as a firm is the touchpoints with clients and so if we are turning around the work faster this is a sign the clients will be happier and our staff are doing a good job, if they are taking longer it’s time to question why that is the case..Out of interest, in your Karbon account, would you have each task taking a similar amount of time to complete as I know for ourselves, some of our tasks could be completed in 30 seconds, others could take 30 minutes.  So for us having insights on a task level probably wouldn’t be very useful, but I’m always keen to learn of better ways and interested to have your take.

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Mike Liang
Rising Star
2 years ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
asked in Ask a Peer

If you could learn from anyone, who would it be?

Agree with @max this is something I have found surprisingly difficult in an accounting firm.  karbon seems to be very centred around a number of the lean methodology systems and finding out more as to how to actually integrate it into our daily practices would be really helpful.

3
T
Rising Star
2 years ago
Adam Kusnierek
Beginner
Adam KusnierekBeginner
asked in Ask a Peer

How to have oversight of all work for a given client (Including notes and emails)

Personally I think it would be a mix… if it was out of scope and you’d be charging extra for it then definitely I’d be setting up a new work item.  However, for something like a quick check on a figure or re-sending a copy of the accounts or similar I’d say this is better done with a note logged against the timeline of the client.  At the end of the day there is the to-do list or My Week function which allows us to filter out to just show these note assignments…Interested to know in what others think though

4
Adam Kusnierek
Beginner
2 years ago
Stuart McLeod
Karbon Team
Stuart McLeodKarbon Team
posted in Share Tips & Best Practices

Would you like some new airpods? Only 1 catch - post a review to G2 Crowd for me!

OK I may be late but just done mine just in case :) https://www.g2.com/products/karbon-2019-08-27/reviews/karbon-review-5089059

53
Lachlan Macindoe
Karbon Team
2 years ago
Stuart McLeod
Karbon Team
Stuart McLeodKarbon Team
posted in Share Tips & Best Practices

Would you like some new airpods? Only 1 catch - post a review to G2 Crowd for me!

OK I may be late but just done mine just in case :)

53
Lachlan Macindoe
Karbon Team
2 years ago

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