Work

A collaborative space to work together—learn how to create new work, have visibility of what your team is working on, and for what clients.

19 articles in this collection
Written by Lachlan Macindoe, Andi Ancheta, Erin Jamison and 1 other

Overview

Overview of Work

Karbon brings all things related to your work, together in one place.

Written by Erin Jamison
Updated over a week ago

How-to

Managing Work Items and teams

Learn to make changes to all the parts of a work item to best fit your workflow, including timelines, tasks and work teams.

Written by Erin Jamison
Updated over a week ago

Setup repeating work on a schedule

If you have a process that needs to be repeated on a regular timeline, you can set that work item to repeat on a defined schedule.

Written by Lise Gervig Pedersen
Updated over a week ago

View work and manage Work views

Find out how to view your work and filter down to what's most important. Then create and save your most-used work views for quick access.

Written by Erin Jamison
Updated this week

Manage Files & Documents on work items

For every job you manage there can be a number of files involved. Karbon brings these all together in one place.

Written by Erin Jamison
Updated over a week ago

Manage budgeted fees on work

Assign a dollar value to it, and use this information to make better-informed decisions.

Written by Erin Jamison
Updated over a week ago

FAQs

What does capacity per week mean on my Kanban board?

Capacity per week is the hours a team member is available per week.

Written by Erin Jamison
Updated over a week ago

If a document or folder is removed in Dropbox or OneDrive (inc Sharepoint), will this be removed in Karbon?

When a document or folder is removed in your Document Management System this will also be disconnected from the Connected Folder tab.

Written by Erin Jamison
Updated over a week ago

What is the difference between OneDrive and Sharepoint?

Sharepoint is where the files are stored and OneDrive is the tool to access or share those files.

Written by Erin Jamison
Updated over a week ago

How does pricing work for Karbon Document Management?

Karbon Document Management allows you to connect your external DMS so you can manage client work files from a single source of truth.

Written by Lachlan Macindoe
Updated over a week ago

How can I make sure I'm not creating duplicate work?

Karbon provides you with tools and information to make sure you don't do things that another team member has already done.

Written by Erin Jamison
Updated over a week ago

What work is included under 'Also working on' on my Kanban board?

'Also working on' shows all work items that a colleague is involved in but not directly assigned.

Written by Erin Jamison
Updated over a week ago

How are work start and due dates handled for teams across multiple time zones?

Due dates and start dates are not time zone specific for teammates across multiple time zones.

Written by Andi Ancheta
Updated over a week ago

How do I update the start date of a work item?

You can change the start date of a work item by clicking 'Due' in the work header.

Written by Erin Jamison
Updated over a week ago

How can I see the work my colleagues are involved in?

The Colleagues Involved work filter will show all the work items that selected colleagues are working on (not just work they're assigned).

Written by Erin Jamison
Updated over a week ago

Can I change the contact for a piece of work?

Chose the wrong client by mistake when creating work? Don't worry - It's quick and easy to change the client!

Written by Erin Jamison
Updated over a week ago

Why is a status not appearing as an option for a piece of work?

When you create a new workflow status, you will need to apply it to the work types you want to use it for.

Written by Lachlan Macindoe
Updated over a week ago

Can I restore deleted items to a work timeline?

Yes you can restore emails, but not notes.

Written by Erin Jamison
Updated over a week ago

Why aren't all work items showing when adding an email to a timeline?

If the work item you are searching for is not appearing, you should check if that item's work status is chosen to show in results.

Written by Lachlan Macindoe
Updated over a week ago