Topics started by Ian Jack

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Ian Jack
Rising Star
Ian JackRising Star
asked in Share Tips & Best Practices

Shared Mailboxes in Karbon

Has anyone implemented shared mailboxes in Karbon, even in a partial way?I know this is likely to be a new feature in a future release of Karbon but shared mailboxes are such an important part of our business processes that I really need to try and do something to include communications to and from shared mailboxes in our Karbon workflows now.So, for example I have created a Karbon account for one of our shared mailboxes, but when it is specified as the email address in the “From: Other Colleague” section of the sending settings of the client task the email appears to come from the assignee not the shared mailbox. 

12
drich208
Superstar
4 days ago
Ian Jack
Rising Star
Ian JackRising Star
asked in Share Tips & Best Practices

Confining Template Sections to One Role

When I completed my Karbon template training the recommendation was that you should not mix tasks for different roles within one section. Can anyone explain why this is?In some of our processes, two colleagues will be working on one job and often the tasks often alternate between them. Setting up each task in a separate section because the role has changed results in a template with 50 or 60 sections, and each section contains only one task. This makes the template unwieldy and difficult to use. Is there a good reason why I can’t create a single section containing tasks for two different roles? The work can be assigned to the senior colleague so there is no confusion about ownership or accountability when the work is being delivered.

2
Ian Jack
Rising Star
1 year ago

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