Topics started by Lisa Dickson

2 Discussions

Lisa Dickson
Beginner
Lisa DicksonBeginner
asked in Ask a Peer

Creating usable Standard Operating Procedures and Checklists in Karbon

 I am training new team members so our standard operating procedures are quite detailed. For management accounts or year-end  - I want them to run through a detailed checklist like so…. I have one test job open for management accounts and of course every task appears in my ToDo list which is horrifically overwhelming with just one job open!!  I've created each of these checks as subtasks hoping they would not appear in the Work List but here they are! It will be unworkable if I roll this out.  But if I set all the steps out in the notes - the person doing the job has nothing to check off and I have no way of knowing if they've considered every step without micromanaging the work.The only solution I can think of is to change the colour of the text of the steps actioned.  But the visibility of that is lost when you come out of the task. I can of course opt for a much smaller list of headline tasks which would be much less overwhelming but then where do you put the detail of the SOP in a

5
Lisa Dickson
Beginner
1 year ago
Lisa Dickson
Beginner
Lisa DicksonBeginner
asked in Ask a Peer

How to get Client Tasks to work with multiple contacts

I’m racking my brains trying to work out how to make these work with our clients. They are not working as well as I'd hoped because:1) Client gets overwhelmed with a large volume of emails saying tasks have been updated but they can't see which one without opening all. We had a more effective process before using Trello.2) Can't copy multiple people in on the list. Can't share a list. Pain in the bum to duplicate a list. And of course, that risks two people actioning the same task. Clients expect to be copied into tasks I am setting their team members to action to make sure that I'm progressing their job. most of our clients are quite large so in 70%+ of our clients the ToDo list would go to muliple people - Co-Directors or A Manager and the Team Member. Client Tasks is THE main reason why I signed up to Karbon but they are just not working for me.Wondering how more experienced Karbonites are using this feature!

2
Lisa Dickson
Beginner
1 year ago

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