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AntoniyaB.
Superstar
AntoniyaB.Superstar
asked in Ask a Peer

When I reassign recurring work to another person, their tasks need to be reassigned separately

Hi everyone, I’ve come across this a few times now and wondered if anyone has a better solution. When a recurring work is being reassigned to another person (from the Repeats Settings), the tasks in the repeating work still remain with the previous account manager, how can I make sure it gets updated on both places without having to open all work and scroll down through the tasks and reassign?

8
Rebecca Williams
Sr. Karbon Community Guide
5 months ago
AntoniyaB.
Superstar
AntoniyaB.Superstar
asked in Ask a Peer

Internal Work Handover - Best Practice

Do you have work template in Karbon with tasks for team members when one colleague needs to handover work to another colleague? It’d be great to hear best practice ideas!

7
AntoniyaB.
Superstar
8 months ago
BrooksW
Superstar
BrooksWSuperstar
asked in Ask a Peer

My Week Questions

Hello Fellow Peers! So far we have only lightly started using My Week, but will need to be fully experienced in using My Week by the end of the year.  Now that I am really digging into it, I’m curious if everyone else who is using it more already has the answers:Is there a way to filter My Week to show completed Notes and Work?  There is no quick way to see if they are completed without clicking on them. When the To-Do list goes away, how will we know something has been moved to Done (by accident) if it hasn’t been completed yet? What happens in situations where the Work is assigned to you, but then you also have a task assigned to you within that Work?  If you mark the task complete, the whole thing in My Week will then show that all your task are complete, and if you aren’t paying attention, might move the whole thing to Done even though there are a bunch of open task.  I think maybe the most obvious answer is to to either have all your tasks assigned to you, or none of them (conside

6
K
Rising Star
1 year ago
Nancy D'Amato
Beginner
Nancy D'AmatoBeginner
asked in Ask a Peer

Tracking work assigned to remote staff who don't, and won't, have Karbon access

I’ve got remote bookkeepers (subcontractors) who do not have direct contact with the client.  I need a way to track who I’ve assigned the work to without adding them as users. Thoughts?

5
DianeK
Sr. Community Champion
1 year ago
E
Beginner
Emily S.Beginner
asked in Ask a Peer

Why does the client task space display our internal Karbon work title?

We are finally beginning the process of integrating client tasks into some of our work.  When we run tests, I can see that the client will have view of our internal work labeling when they go to check off their tasks.  Our work labeling is not short nor sweet and I’d rather not field client questions asking what the work title means since we use shorthand to distinguish between work/department/timing, etc.  I’d also love to not have to change our existing Karbon work labeling structure just to add client tasks to our toolbox.  Has anyone found any workarounds? Cheers,Emily

2
Terri Warren
Superstar
1 year ago
T
Beginner
Trevor SunnyBeginner
asked in Share Tips & Best Practices

mentioning people in an email

Hi, How can I mention a person [or colleague(s)] in an email?Thanks in advance.

1
Terri Warren
Superstar
1 year ago

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