Explore hundreds of Karbon's work templates to implement into your workflow

Browse hundreds of best practice workflow templates and add them to your Karbon account instantly.

Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

The Karbon Template Library includes hundreds of templates for all common procedures and processes, sorted into regions, services and common collections.

You'll find templates compiled by Karbon experts, templates used and shared by other Karbon customers, and templates for other applications from our vendor partners.

If you are logged into Karbon, you'll have the option to Add To Karbon, which will add your chosen template and give you the option to open it in Karbon within seconds.

You will be able to easily identify the new templates loaded into your account by the 'New' that appears next to the name of the template. This notification will disappear after seven days.

Templates include all of the Karbon functionality you expect, including automators, client tasks, job roles, and statuses. Once installed, you can tailor them to suit your unique workflows and create client work.

Many people prefer to further customize these processes (or build new processes) to work with the way their company conducts business. 

By request only, Karbon provides process consultation services (for an additional fee). If interested in learning more about obtaining assistance customizing these or building new processes for your company, please submit a request either in Help & Feedback or to support@karbonhq.com and say "I would like to learn more about Karbon's process consultation services."

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