You can only send client tasks to people you have saved as a contact in Karbon. The client tasks will always be sent to the email address used on the primary contact card for that contact.

Client tasks are sent in an email to your client. These emails and responses from your client, will show on the contact and work timelines.

Automatic send

You can schedule client tasks to send in the future, a certain number of days before or after the work item's start date. If you do this, they will be sent by Karbon at 10am in the western time zone of the sender's country, on their chosen date.

Automatically sent client tasks will be sent from the team member the work item is assigned to.

Manual send

If client tasks are manually sent, they will be sent immediately. The email containing the client tasks will be sent from the team member who clicks send.

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