Replies posted by Mike

16 Replies

Rachel Peng
Karbon Team
Rachel PengKarbon Team

Recurring work deadlines, upfront payment details + KPI workbook update

It would be great to be able to easily change the start date for a repeating item within the repeating task. Maybe I am not aware how to change the start date easily but often a pain point. Having FIXED dates would be amazing too for deadlines. @Mike, how often would you change the start date in Repeating Work settings? Is it usually a one off change, that’s annoying or are you regularly changing the start date in Repeating Work settings? 🙂  It is usually trying to set it up at the beginning. If I could get it custom at creation would be much easier. Problem is that it is generally based on the work item I am trying to set up for repeat which does not have the proper dates I want and then of course would be an issue with setting up a deadline. 

99432
StuartK
Karbon Team
28 days ago
Rachel Peng
Karbon Team
Rachel PengKarbon Team

Recurring work deadlines, upfront payment details + KPI workbook update

It would be great to be able to easily change the start date for a repeating item within the repeating task. Maybe I am not aware how to change the start date easily but often a pain point. Having FIXED dates would be amazing too for deadlines.

99432
StuartK
Karbon Team
28 days ago
Rachel Peng
Karbon Team
Rachel PengKarbon Team

Resend invoices, deadlines, new Triage design and more.

Can you please add deadlines to Repeat setting?

128712
B
Beginner
1 month ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

New AI Feature Release Update

I am looking forward to the task creation. I heard about a version of this in Client Hub

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

Using Zapier with Karbon to help automate your workflow

Any plan to increase the integrations using zapier?

50512
Automation n Stuff
Rising Star
1 year ago
D
Beginner
Daniela Antlova
asked in Share Tips & Best Practices

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

If you set up the work item for these, how do you ever mark them off once read? Do you untag it? Would be great if it could go to a task in a work item. Would be great if Karbon addressed this issue given it is likely very common.

7
Amelia Freeman
Karbon Team
7 months ago
A
Anonymous

Faster contact bulk updating and registration for feature beta testing

Also… in the download the months all appear to be off by 1  

84718
Rebecca Williams
Sr. Karbon Community Guide
1 year ago
A
Anonymous

Faster contact bulk updating and registration for feature beta testing

Looks good! Can you also include a column to indicate if a contact has any work items? I want to filter to the clients with work items so I can make sure they are all set up correctly.

84718
Rebecca Williams
Sr. Karbon Community Guide
1 year ago
D
Rising Star
Dan YamamotoRising Star
asked in Ask a Peer

Client Contact Timelines can we add subfolders

I think subfoloders would be great under documents for things like incorporation documents and permanent files. Make a suggestion under feature ideas. @Dan Yamamoto 

3
M
Superstar
2 years ago
A
Beginner
anecelisBeginner
posted in Share Tips & Best Practices

Optional Tasks

We created. a completed status of NCN - Not Considered Necessary

3
M
Superstar
2 years ago
M
Superstar
MikeSuperstar
posted in Ask a Peer

Filter contacts by contact type and be able to export / mail to custom contact list

SORRY - JUST FOUND THIS FEATURE Still being able to send an email to a client list like to all Trusts would be great.

2
J
Beginner
8 months ago
A
Anonymous

Timer (Time & Budgets), and more!

Hi EvanI would love to say that I could choose to not go back and forth between work, but as a Partner in the firm and not a staff it is not a reality for me and is not in my opinion possible to avoid. For staff, they are able to do that most of the time though, just not for my role

3689
M
Superstar
2 years ago
A
Anonymous

Timer (Time & Budgets), and more!

Is there an ability to have multiple timers at once? Not all running at the same time but not requiring to close a timer before starting a new one.

3689
M
Superstar
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!

Here is mine.        @Lachlan Macindoe I received your gift email through Postal.io but it is saying my addresses in Canada are invalid, I tried both a PO BOX and a home address. Do they ship to Canada?

53
Lachlan Macindoe
Karbon Team
2 years ago
K
Beginner
Kellly HallBeginner
asked in Ask a Peer

Who uses QB time

I have been playing with Karbon and QBTime integration. Unfortunately I am finding it hard as we are not using QBO and QBTime lack of ability to set billing rates is holding us up on this. But as for entering time, I definitely prefer entering in Karbon so I can see the results in the projects.

4
Tim Charles
Rising Star
1 year 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!

Here is mine.   

53
Lachlan Macindoe
Karbon Team
2 years ago

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