Topics started by Becca Williams

2 Discussions

Becca Williams
Rising Star
Becca WilliamsRising Star
asked in Ask a Peer

Automating My Week

My company has been successfully using To do for years, all of our templates and automators are built around it.  Now it seems that My Week will be replacing To do and I am trying to figure out My Week but I can’t seem to wrap my head around it.First, when all of the tasks are completed and a work is even in the Completed status, why doesn’t it automatically move to Done?  This seems like an unneeded step.  I understand if all my tasks are done but if the work isn’t done it shouldn’t move, but if the entire work is done?Then, there seems to be no automation for it, if an automator triggers a task to be due this week, it doesn’t move the work to My Week, it just stays where it is.  This might be fine for recurring work but for tax work where I am often waiting on clients it’s a problem.  I have automators that make my tasks due when a client completes their task list but it stays in To Plan until I manually move it. Also, there should be different views.  It seems you can only view by s

11
Terri Warren
Superstar
1 year ago
Becca Williams
Rising Star
Becca WilliamsRising Star
asked in Ask a Peer

How do you print client tasks for workpapers?

We are always looking to improve our processes and I was wondering how other people handled printing client tasks.  Ideally, we would be able to use Karbon as a tax organizer but with the number of hoops we have to go through to extract the information it isn’t ideal.Currently, if we want to use a client task as part of a workpaper, we have to take a screenshot/snip of the page, paste it into Word and print that to pdf.  It is inefficient, time consuming and doing screenshots can increase the file size drastically.  We don’t love any of the other options available to us for client organizers and if we could do it through Karbon it would be amazing.(Yes, we have sent this suggestion in to Karbon many times through the feature request) 

18
max
Sr. Karbon Community Guide
1 year ago

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