Replies posted by Terri W

4 Replies

Sara Goepel
Karbon Team
Sara GoepelKarbon Team

Product Roadmap Quarterly Webinar, April 2024

Awesome updates Karbon team! Interested to hear how the bulk reassignments work with the repeat settings. 

42119
Terri W
Rising Star
2 hours ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email task in a work template

@Amelia Freeman The video/image above doesn’t seem to be working. Was going to share this information with a team member. I can’t seem to find any other resource to teach a team about this. @Kelly Gabriel any idea if something is out there for this?

101326
Terri W
Rising Star
1 month ago
Rachel Peng
Karbon Team
Rachel PengKarbon Team

Recurring work deadlines, upfront payment details + KPI workbook update

Add deadlines to repeat work In case you missed it, the deadline beta feature was released in January and has been steadily improving with new functionality since then. With this week’s release, you can now add a deadline to any repeating work schedules. Setting up deadlines on repeat work is similar to setting up due dates. Go to a work item, select Set Up Repeating Work > Key Dates > Deadline, and input the desired deadline schedule. Please note that you can’t pick a specific date when setting up deadlines on repeating work. The drop-down options are driven by the work item’s start date. If you have repeating work with specific statutory deadlines like annual tax filings, you can set it up using the instructions below. The work deadlines feature will be released to all customers soon. The beta program is closed for new signups while the team prepares it for release. Another release note will be published when it is available to all.  Happy Dance!! Woop! Thank’s Karbon! Reque

102032
StuartK
Karbon Team
1 month ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team

Slack integration, Companies House enhancements + more

Is there a chance Microsoft Teams chat will have an integration soon? At the moment, the interest seems very low - so it’s not something we’ve prioritised for 2024. If you (or anyone else) haven’t voted on the linked feature, please jump in and upvote it. Voted! I hope this gains some traction. And being able to utilize with client communications and images as well would be helpful. Any chance that would also be able to include documents sent in messages?

91612
Tawanda Maravanyika
Beginner
5 months ago

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