Topics started by JAS

3 Discussions

J
Beginner
JASBeginner
asked in Ask a Peer

Print TO DO list or WORK List

Hello:Is there a way to print the TODO list without using the conventional browser print feature (it only prints what’s on the screen)?  A way to export the list based on the filter to a PDF or EXCEL file would be helpful.  Some of us need a sheet of paper to cross things off of!  This would be helpful to have the feature in the WORK modulue as well. Thoughts??? js

2
J
Beginner
1 year ago
J
Beginner
JASBeginner
asked in Ask a Peer

Task not updating

We have a template in which we created (modified the 1040 template) a user (Invoicer) to be notified when invoices should be sent.  The Inovicer completes the task but the task is not being marked complete in the template. What are we missing in the setup?

5
max
Sr. Karbon Community Guide
2 years ago
J
Beginner
JASBeginner
asked in Ask a Peer

Work Status

I am modifying the 1040 template for our firm.  I have a Task in the Preparation step which has been marked “Waiting for Client”, however when I go to the All Work filters, I don’t see this task listed under the “Waiting” filter.  How do I correct this?

2
J
Beginner
2 years ago

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