Topics started by Kathy Coggins

3 Discussions

K
Beginner
Kathy CogginsBeginner
asked in Ask a Peer

Incorrect recurring due dates

I see others have posted about this issue over the last few years, but still don’t have a firm grasp on this… our recurring work often has its due dates slowly slip out of alignment with… reality. For example, over time, bookkeeping that both starts and is due for the month of January shows up 2 weeks before the work start date, with many work items and tasks already 5-25 days overdue.  How does this happen, so we can stop whatever we are doing wrong? When it does happen, what is the repair of the existing recurring item (rather than starting all over again with a new recurring work item - losing all those great client-specific work items)?

3
Victoria Peters
Sr. Community Champion
3 months ago
K
Beginner
Kathy CogginsBeginner
asked in Ask a Peer

Admin mgmt of partner email (triage)

Is there a way for my admin to manage my triage in box?  (A pre-triage, if you will)?  I would love to have my admin pair down my inbox for me….  In the same way that colleges can see “my week”, can I also set up the ability for my admin to toggle between my triage and their own?  (this would also be great for expected team absences, such as vacations…) 

6
Tenacity Remington
Beginner
6 months ago
K
Beginner
Kathy CogginsBeginner
asked in Ask a Peer

Time Tracking from employee perspective

I am struggling with “just click the little clock and find your work item” Why are some clients not coming up for me or other members of my team?  Why can I not find work that I know I am assigned to select as my work item?  For the life of me, I can not figure out why I would be blocked out of this.  These are clients I know exist, and that I have assigned work for.When I search for what seems like the VERY basic function how-to, I get sent to info about how to set this up as a manager, but not much about how to trouble shoot the actual “clock in and clock out” part. What am I missing?

5
SamG
Sr. Karbon Community Guide
6 months ago

Badge winners

Show all badges
Terms & ConditionsCookie settings