Topics started by Lusamai

2 Discussions

L
Beginner
LusamaiBeginner
asked in Ask a Peer

Reducing template sections to one role

HiI was told during my Karbon template training not to mix tasks for different roles within the same section. Why is this?Some of our processes involve two colleagues working on one job at the same time, with the tasks often alternated between them. Each task is placed in its own section because the role has changed, resulting in a template with 50 or 60 sections, and each section contains one task. The template is therefore unwieldy and difficult to use. Why can't I create a single section with tasks for two different roles? It is possible to assign the work to a senior colleague in order to avoid confusion about ownership or accountability. Thanks!!!Best RegardsJessica Layson

3
leigh
Karbon Team
4 months ago
L
Beginner
LusamaiBeginner
posted in Ask a Peer

Taking care of an organization

Has anyone come up with a standard way to dictate when John & Jane Doe organizations are created?  We have a few clients that are divorced (but where we’d still want to keep that information and former spouse ready and available) and others that alternate between MFJ and MFS yearly depending on tax savings.  Any tips? Thanks!!!!!Best RegardsJessica Layson

0
L
Beginner
1 year ago

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