Client tasks

Incorporate your clients into your workflow. Assign them tasks, communicate instantly, and schedule automatic reminders.

26 articles in this collection
Written by Lachlan Macindoe and George Connor
How-tos

Sending client tasks

You can manually send your client tasks, or schedule them to send automatically.
Written by Lachlan Macindoe
Updated over a week ago

Choosing who your client task emails come from

Select who on your team a client task email will be sent from.
Written by Lachlan Macindoe
Updated over a week ago

Client task emails

You can edit the text and other aspects of the email that is sent containing your client tasks.
Written by Lachlan Macindoe
Updated over a week ago

Editing a client task email

Edit your client task emails to suit your firm's own personality and style.
Written by Lachlan Macindoe
Updated over a week ago

Client task email placeholders

Customize client task emails and reminder emails using placeholders that will auto-populate with specific text.
Written by Lachlan Macindoe
Updated over a week ago

Client Task reminders

Set up automatic reminders so that you and your team don't need to wast time chasing clients.
Written by Lachlan Macindoe
Updated over a week ago

Client tasks custom reminders

Customize the frequency that automatic reminders are sent to your clients.
Written by Lachlan Macindoe
Updated over a week ago

Commenting on client tasks

You or your clients can comment on individual Client Tasks to instantly communicate in context.
Written by Lachlan Macindoe
Updated over a week ago

Adding your practice logo for client tasks

Add your practice logo so that it appear on screen when your client's access their tasks.
Written by Lachlan Macindoe
Updated over a week ago

Client task PIN

Your clients will be asked to create a PIN when they access their client tasks, which adds an extra layer of security.
Written by Lachlan Macindoe
Updated over a week ago

Adding client tasks to templates

Your practice templates can include client tasks, which will be carried across to any work items created from the template.
Written by Lachlan Macindoe
Updated over a week ago

Creating work from a template containing client tasks

If your template contains client tasks, there may be an extra step to carry out when you create work from it.
Written by Lachlan Macindoe
Updated over a week ago

Client tasks on recurring work

Just like all tasks on repeating work, client tasks are copied to the work item ahead of it.
Written by Lachlan Macindoe
Updated over a week ago

Your client’s experience of client tasks

Your clients' experience will be quick and easy to understand.
Written by Lachlan Macindoe
Updated over a week ago

What your client sees when you send them client tasks

Your clients will be given an experience of Karbon that is straight-forward and easy-to-use.
Written by Lachlan Macindoe
Updated over a week ago

FAQs for clients—Karbon's client tasks

Answers to common questions your clients may have about client tasks.
Written by Lachlan Macindoe
Updated over a week ago

Email template to introduce your clients to client tasks

Help your clients get a feel for client tasks with this email template to introduce them to a new way of collaborating with your team.
Written by Lachlan Macindoe
Updated over a week ago

Customize your clients' experience of client tasks

Available as an added service, customize the color, text and logos your clients see when they access their client tasks.
Written by Lachlan Macindoe
Updated this week