Client tasks

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

Lachlan Macindoe avatar George Connor avatar Andi Ancheta avatar
31 articles in this collection
Written by Lachlan Macindoe, George Connor, and Andi Ancheta
How-tos

Sending Client Tasks

You can manually send your Client Tasks, or schedule them to send automatically.
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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.
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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.
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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.
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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.
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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 waste time chasing clients.
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Written by Lachlan Macindoe
Updated over a week ago

Client tasks custom reminders

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

Choose when client tasks and reminders auto-send

Client task emails and reminders can be set to auto-send to your clients at a specified time of the day.
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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.
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Written by Lachlan Macindoe
Updated this week

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.
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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.
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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.
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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.
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Written by Lachlan Macindoe
Updated this week

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.
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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.
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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.
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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.
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Written by Lachlan Macindoe
Updated over a week ago
FAQs

What are client tasks?

With client tasks, your team will never spend time chasing clients again.
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Written by Lachlan Macindoe
Updated this week

What time do automatic client task emails send?

You can choose what time of day your client task emails and reminders will auto-send to your clients.
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Written by Lachlan Macindoe
Updated over a week ago

How can I cancel a client task that is scheduled to send?

If a client task is scheduled to send automatically, you can choose to cancel sending.
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Written by Lachlan Macindoe
Updated over a week ago

Are email signatures added to client task emails?

Yes, if you have a signature set up in Karbon
George Connor avatar
Written by George Connor
Updated over a week ago

Can you send client tasks to more than one client?

Separate client task groups can be created and sent to different people.
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Written by Lachlan Macindoe
Updated over a week ago

Who receives notifications of activity on a client task?

If a client takes any action on a client task you have assigned to them, the work owner and the sender of the task will both be notified.
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Written by Lachlan Macindoe
Updated over a week ago

Where do documents uploaded in client tasks go?

Documents uploaded via client tasks are added to the related work item in Karbon.
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Written by Lachlan Macindoe
Updated over a week ago

Are uploaded documents in client tasks secure?

Client tasks keeps any shared files and documents completely secure.
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Written by Lachlan Macindoe
Updated over a week ago

Why is my client receiving an error when trying to access their client tasks?

If your client sees, "Sorry that link doesn't work" when trying to access their client tasks, there are a few things to check.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How secure are client tasks?

Client Tasks is a secure way to share and receive information from your clients.
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Written by Lachlan Macindoe
Updated over a week ago