Index
Extension Statuses
Can I set custom Extension statuses?
No, extension statuses are standardized
What are the available Extension statuses?
None
Required
Filed
Rejected
Will the extension status appear for all work items (e.g. non-tax items)?
The Extension field is present on all work items, but by default it is set to “None.”
In work items, the extension status only appears in Work Key Dates.
In the Work List, you’ll only see extensions if you turn on the Extension column.
This means extensions will be minimally visible across Karbon if not relevant for your firm.
Can I bulk update extension statuses?
Currently, extension statuses are updated per work item or by automator. Bulk actions are planned for the future.
Uplifted Automators
What are the new automator options that have been added?
You can now trigger actions based on the following conditions:
When extension is [XXX] (e.g. Required, Filed, Rejected)
Automators can now impact the following properties:
Work Extension
Work Deadline
This Section Active State
Automators can now take the following options:
If deadline/due date selected, move dates:
X months after current date
X months before current date
X days after current date
X days before current date
Active/Inactive Sections
What are inactive sections?
Inactive sections are hidden parts of your workflow that only become visible when triggered (for example, by an automator).
This keeps your work streamlined—only showing tasks when they’re needed.
Will inactive sections appear in reports or client requests?
No, inactive sections are treated like they don't exist by the rest of Karbon. They are hidden from the workflow, Work reports, etc.
How do I set a section as inactive?
In any active section, click the triple dots (⋮) and select Deactivate Section.
How do sections become active again?
You can click the Activate Section button
If you've set up automators to activate sections, you can trigger the automators (e.g. when tasks in this section are completed)
Why use active/inactive sections?
Reduces clutter and confusion
Ensures your team only sees relevant tasks at each step of the workflow