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Right-for-Me education: Choose your path
Right-for-Me education: Choose your path

Karbon offers a collection of specific right-for-me education modules to support various job roles or key areas of interest.

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Written by Advisory Solutions
Updated over a week ago

Karbon's Right-For-Me education provides an option for you to choose your own path and work through articles, videos, and activities at your own pace, depending on what is most relevant to your own role.

Feel free to explore all of these education modules, or focus on the ones aligned with your job role (as defined in the table above). We recommend working on them in order top to bottom, but each module stands on its own as a great learning opportunity!

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Additional resources:

Interested in exploring functional areas of Karbon's features? Click the links below to access support materials for key areas of interest.

Workflow management (setup): Work types, workflow statuses, job roles, and work templates (for Admins only)

Reporting & insights: Work reports, insights, and custom reporting.

Productivity: Learn key productivity features with regards to Triage, keyboard shortcuts and batch actions.

Data management: Privacy, permissions and data import/export.

Client collaboration: Learn more about Client tasks (Client task reminders, file upload and comments).

Contact management: Store key information in Accounting details and leverage information like contact types, client owner/manager, etc. to better manage your contacts. 

Team management: Teams, work filtering, and (assignee, status, type)

Capacity planning: Time, budgets, and pull production planning.

Client acquisition: Sales management, Pricing/proposal software integration, and client onboarding.


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