Topics started by Cynthia Vincze

5 Discussions

Cynthia Vincze
Rising Star
Cynthia VinczeRising Star
asked in Share Tips & Best Practices

How do you use Email Templates in Karbon

I’m hoping to get some great ideas on where I should incorporate the “email template” in my workflow. Since not having this feature when I started Karbon 7 mths ago, I’ve made my own work-arounds using “work” and sending client tasks in lieu of sending an email. Can’t wait to see what everyone’s doing!

7
B
Rising Star
7 months ago
Cynthia Vincze
Rising Star
Cynthia VinczeRising Star
asked in Ask a Peer

Access to the Template (In-house &) Library

Karbon Community Team!I’m trying to grant access to my employee so that he can help me work on templates. I had no idea that he did not have access! I went into Settings > Profile > Permissions.As a standard user, I would have expected him to have access to Work > Templates…. with the goal of helping me create and improve my templates. Do I really need to make him an admin user to achieve this?@max 

2
Rebecca Williams
Sr. Karbon Community Guide
10 months ago
Cynthia Vincze
Rising Star
Cynthia VinczeRising Star
asked in Ask a Peer

Creating a Quote for Clients

I’m reviewing the roadmap webinar for Q2 2023. I’m very interested in the Time & Budget and invoicing… but as we engage a client, we should be creating a quote…. Can you create a quote in Karbon????

3
max
Sr. Karbon Community Guide
11 months ago
Cynthia Vincze
Rising Star
Cynthia VinczeRising Star
asked in Ask a Peer

Finding Unassigned Tasks in Work

Hey Karbon Family!Is there an easy way to find Unassigned tasks in work? When setting up some tasks/repeating I chose “assign later”. Where can I find these to correct them?  I realize now this was an error...oops!Thanks, Cynthia 

11
David Perry
Superstar
1 year ago
Cynthia Vincze
Rising Star
Cynthia VinczeRising Star
asked in Ask a Peer

How do I change the Base Template in Repeating Work?

Can anyone help me with this? I’m getting a little frustrated.I guess what I’m trying to figure out is - when I take a basic template and customize it specifically for a client, and save the customized template… how do I update the repeating work to use that (new) customized template…. when originally I used the “standard” template - just to get the WORK in and repeating.Thanks,Cynthia

8
K
Rising Star
1 year ago

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