Topics started by Alex Skipper

2 Discussions

Alex Skipper
Beginner
Alex SkipperBeginner
posted in Ask a Peer

Repeating workflows - Best practises?

Wondering if people can share their thoughts on the best practises around repeating workflow and work generation as my team have gone in a few different directions on this and ultimately gone full circle on a couple of these not factoring in the implications of certain things.. Would love to hear what has / hasn't worked for others and see if there is a consensus on this.. CREATE WORKInitially we had by default about a years worth of stuff but we found that this spammed our to plan area which was fairly annoying and then ultimately changed to only create a day before.. The issues we faced with jobs only generating a day before wereNot able to look forward regarding future jobs i.e. how many jobs do we have next month next year so on and so forth. Where clients forwarded information we were not able to save this on to the required timeline as the job was not generated therefore could only go on to a separate timeline.I understand that with recurring jobs we also have the ability to inst

5
SamG
Sr. Karbon Community Guide
2 months ago
Alex Skipper
Beginner
Alex SkipperBeginner
asked in Ask a Peer

Clearing down low priority on mass

Loving the low priority feature and it keeping a lot of the junk out of my mailbox.. I am working on clearing this weekly however it still takes me quiet a bit of time. One thing that would be helpful and I am not sure whether this is possible would be to change the way items are sorted i.e. like you can in regular outlook, I would benefit hugely by sorting these by sender so that I can clear all similar items at the same time.. Wondering like I say if this is possible or how everyone else is using the low priority?

2
J
Beginner
8 months ago

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