Video overview of Work (8 mins)

Learn how you can view your own work items, work across your entire team, and drill into specific jobs.

Written by Lachlan Macindoe
Updated over a week ago

Video overview of Workflow Management (11 mins)

Learn the ins & outs of workflow management by stepping through work templates, work creation & scheduling, and management of the work.

Written by Ian Vacin
Updated over a week ago

Overview of Work

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

Written by Andi Ancheta
Updated over a week ago

Create work

To create a piece a work from scratch, you can go to the Global Add menu “+” and select Work.

Written by Andi Ancheta
Updated over a week ago

Viewing Work

Selecting Work from the main menu will display all Work throughout your team.

Written by Andy Biggs
Updated over a week ago

Schedule work

You can schedule work items to repeat by setting them up on a schedule.

Written by Andi Ancheta
Updated over a week ago

Delete work

To delete a piece of work, click on the Options menu "..." and select Delete.

Written by Andi Ancheta
Updated over a week ago

Making changes to scheduled work

You will sometimes need to make updates or changes to a work item that you have set to repeat on a schedule.

Written by Andy Biggs
Updated over a week ago

Bulk re-apply work templates

Get assistance to re-apply any updated work template/s to all work items that have been created from those templates in the past.

Written by Ian Vacin
Updated over a week ago

Estimating time and budgets on work items

Estimate how long a piece of work will take, assign a dollar value to it, and use this information to make better-informed decisions.

Written by Lachlan Macindoe
Updated over a week ago

Estimating time for a work item

Estimate how long a piece of work will take for each team member, and in total, and use this information to make better-informed decisions.

Written by Lachlan Macindoe
Updated over a week ago

Adding a budgeted value to a work item

A budgeted value can be applied to a work item to assist with planning.

Written by Lachlan Macindoe
Updated over a week ago

Determining your work team's involvement in a work item

Your work team lists anyone involved with a particular job for a client. Their involvement can come in a number of forms.

Written by Lachlan Macindoe
Updated over a week ago

Moving items to different work

You can move items like emails or notes from one piece of work to another one.

Written by George Connor
Updated over a week ago

Saving and editing a work view

Save your most-used work views to access quickly in the future.

Written by Lachlan Macindoe
Updated over a week ago

How to hide empty columns on Kanban

To hide empty Kanban columns select the toggle button to the right in Kanban and turn off the “Show empty columns” setting.

Written by Andy Biggs
Updated over a week ago

Edit work team

A work team lets you keep track of anyone from your firm who is involved with a piece of work.

Written by Lachlan Macindoe
Updated over a week ago

Exporting and downloading work items from Karbon

You can download a spreadsheet of all your firm's work items in Karbon.

Written by Andy Biggs
Updated over a week ago

Resetting tasks in a work item

Reset tasks in a work item to the template the work was created from or the previous work item on the schedule

Written by Lachlan Macindoe
Updated over a week ago

Displaying Work in list mode

Written by Andi Ancheta
Updated over a week ago

Viewing work for a client group

You can view work related to a client group in a number of ways.

Written by Lachlan Macindoe
Updated over a week ago

Downloading documents from a work item or contact

You have the option to download any file individually listed under Recent Documents, or bulk download them all.

Written by Lachlan Macindoe
Updated over a week ago

Removing an email from a timeline

If an email is attached to the wrong Work or Contact timeline, you can remove it by clicking X from the email’s timeline tray.

Written by Andy Biggs
Updated over a week ago

Viewing your Kanban board

Your Kanban board lets you optimize your company's entire workflow management on a single screen.

Written by Andi Ancheta
Updated over a week ago

Sorting your Kanban board

Your Kanban board is organized by columns. Using the view and sort menu, you can choose what these columns represent.

Written by Andi Ancheta
Updated over a week ago

Files and documents on Work

For every job you manage, there are a number of files that are involved. Karbon brings these all together.

Written by Andy Biggs
Updated over a week ago

Managing work budgets on your Kanban board

Time and budget estimates for work items across your can be viewed and analyzed using your Kanban board.

Written by Lachlan Macindoe
Updated over a week ago

How do I attach a new email to a piece of work?

Go to the Work you want to attach the email to, click on "Email" and compose the email directly from there.

Written by Andy Biggs
Updated over a week ago

Moving Work on your Kanban board

You can adjust priorities in real time by moving cards from one column to another.

Written by Andy Biggs
Updated over a week ago

How to use work filters

Learn how you can use work filters to view only the work items that are relevant to you at any given time.

Written by Andi Ancheta
Updated over a week ago

Pin a note or an email to the top of a timeline

Pin a note or an email to the top of a contact or work timeline for quick reference.

Written by Lachlan Macindoe
Updated over a week ago

Why can't I export contact or work data?

Written by Lachlan Macindoe
Updated over a week ago

What is the Default Work Type?

Default Work types exist in Karbon to allow a structure to build your work off of based on work type.

Written by Erin Jamison
Updated over a week ago

Why can't I sort my Kanban board by client?

You can only sort your Kanban board by client when you have applied a Client Group filter.

Written by Andi Ancheta
Updated over a week ago

Can I give different colleagues access to different pieces of work for the same client?

You can assign entire pieces of work or individual tasks to different colleagues.

Written by Andy Biggs
Updated over a week ago

What data is carried across in a work schedule?

Setting work to repeat automatically creates future work items containing certain information from the previous work item.

Written by Lachlan Macindoe
Updated over a week ago

How is the total estimated time for a work item calculated?

As you add time against team members, your estimates will tallied up to provide a total estimate for the work item.

Written by Lachlan Macindoe
Updated over a week ago

How can I change the currency used to estimate work budgets?

The budget for a work item is measured in your the currency set in your firm's practice settings.

Written by Lachlan Macindoe
Updated over a week ago

Is there any connection between estimated time and actual time tracked?

The estimated time and the total time tracked (via your integration with TSheets) are displayed together on a given work item.

Written by Lachlan Macindoe
Updated over a week ago

What happens when you remove a member of a work team with a time estimate?

Written by Lachlan Macindoe
Updated over a week ago

What activities will trigger a timeline event?

Events will appear on your timeline to indicate when certain activities have happened, providing you with an automatic audit history.

Written by Lachlan Macindoe
Updated over a week ago

How do I search for a document?

Documents can only be searched within a client’s profile or a piece of work page.

Written by Andy Biggs
Updated over a week ago

Can I change the contact for a piece of work?

From the piece of work select the (...) and Change client. You will then be able to change the contact that is associated with the Work.

Written by Andy Biggs
Updated over a week ago

What information is displayed on a Kanban card?

Cards on your Kanban board represent individual work items—giving you their most useful information.

Written by Andy Biggs
Updated over a week ago

Where can I find the people involved with a piece of work?

All colleagues and clients involved with any piece of work are listed in the Details tab.

Written by Andy Biggs
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 Andy Biggs
Updated over a week ago

Can I merge two pieces of work?

You can't currently merge pieces of work in Karbon; however, you can move items from one piece of work to another.

Written by Andy Biggs
Updated over a week ago

Are Tasks copied when I schedule a piece of work?

Yes, Tasks and the corresponding items are copied when you schedule a piece of work.

Written by Andy Biggs
Updated over a week ago

Why does the status of some work items automatically change to ‘In Progress’?

Automators are used to make changes to work and task statuses. You can adjust these settings to suit your needs.

Written by Andy Biggs
Updated over a week ago

Can I change the frequency on a work schedule once it’s been created?

No, the frequency that a piece of work is set to repeat cannot be edited after its initial setup.

Written by Andy Biggs
Updated over a week ago

How far into the future does the work scheduler create work?

Setting work to repeat on a schedule creates a certain number of future items.

Written by Lachlan Macindoe
Updated over a week ago

Why aren't all work items showing when I search from an email?

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

Can I edit the schedule of a piece of work?

You can easily make changes to existing work schedules that have been set up.

Written by Andi Ancheta
Updated over a week ago

Can I remove an email from a work timeline?

If an email is attached to the wrong Work or Contact timeline, you can remove it by clicking X from the email’s timeline tray.

Written by Andy Biggs
Updated over a week ago

Can I make work private?

If work is for a private contact then yes it is private to the people on that client team.

Written by Andy Biggs
Updated over a week ago

Can I delete a work schedule?

Yes, you can cancel a work schedule by opening Edit schedule from the work item's options menu (...), and then selecting, Delete repeat.

Written by Andy Biggs
Updated over a week ago

How do I rename or edit documents in a piece of work?

Go to the piece of work, and under Details > Recent documents, click on Manage.

Written by Andy Biggs
Updated over a week ago

How do I upload documents to a piece of work?

Go to the piece of work, and under Details > Recent documents, click on Upload.

Written by Andy Biggs
Updated over a week ago

Are work documents copied across to scheduled repeating work?

No, files and documents uploaded to work are specific to that work item and will not carry over to future work.

Written by Andy Biggs
Updated over a week ago

Are documents and files attached to an email automatically added to a piece of work?

When you attach an email to a piece of work all attachments included in that email will be automatically saved in the work’s Details tab.

Written by Andy Biggs
Updated over a week ago

What happens if I change work types and the new type doesn’t have same status?

If you change the work type on a piece of work and the new work type statuses are different it will default to the top level status.

Written by Andy Biggs
Updated over a week ago

What statuses do work with no work type have?

If a piece of work does not have a 'Work Type' assigned, all work flow statuses will be available for selection.

Written by Andy Biggs
Updated over a week ago

Can I change the completion date on work?

The completion date in Karbon is tied to when the status of the work was updated to completed. You can't manually change the completed date.

Written by Andy Biggs
Updated over a week ago