Below are recommended videos and support articles relating to workflow management in Karbon.
Workflow management videos:
Watch and learn the details of job roles (2 mins), work types (1 min) and work templates (1 min).
Watch to learn how to best manage your workflow in Karbon using templates, checklists and schedules (20 min).
Workflow management support articles:
Review and create job roles for your work templates to simplify the creation of work.
Use work types to filter work or workflow statuses to track work progressionÂ
Using work types with work templates.
Customize workflow statuses for work types. Go to "Best practice tip" at the bottom of the article.
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