Below are recommended videos and support articles relating to workflow management in Karbon.
Workflow management videos:
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 progression
Using work types with work templates
Customize workflow statuses for work types. Go to "Best practice tip" at the bottom of the article
Reporting & Insights
Below are recommended videos and support articles relating to Karbon reporting & insights.
Reporting & insights videos:
Watch & learn how to use work filters and saved views (4 mins)
Watch & learn how to track team and client efficiency using Insights
Reporting & insights support articles:
Sort your Kanban board and use filters to show work items of interest
Create a saved view of work for your VIP clients, work due this week (including overdue work) by assignee, or all work in a particular status like "Waiting or Waiting for Client" by adding filters
Create a custom Excel report using your Work data
Review your company's Insights and toggle between open, completed and overdue work for your colleagues
Best practice tip: Using your sorting and filtering options, create and save as many reports as you might find useful. You'll find that you'll soon come back regularly to a handful of saved reports. You can then delete the reports that aren't relevant anymore.
Below are recommended videos and support articles relating to productivity in using Karbon.
Watch & learn how to best manage your day in Karbon (41 mins)
Watch & learn best practices for Triage (15 mins)
Watch & learn best practices for My Week (1 min)
Productivity support articles:
When tasks are outlined in an email, a pdf, word doc, google sheet, etc., copy and paste the text right into your work to ensure nothing falls through the cracks. Copy and paste is also available for work templates
Take advantage of Karbon's keyboard shortcuts to move faster within Karbon.
How to handle inactive clients
Quickly bulk move items in My Week or to arrange or reorder tasks within work or drag and drop files from your desktop to the body of an email in Karbon
Resetting tasks to the previous work item or to the template
If you have an email that relates to a work item(s), add and track the conversation one or more work timelines
Bulk update tasks within a work item
Below are recommended videos and support articles relating to data management in Karbon.
Data management video:
Watch & learn how to manage contacts and their privacy settings (6 mins)
Data management support articles:
Learn how to manage user permissions in Karbon
With Karbon's contact privacy levels, make a specific contact private or hidden to the rest of the team
Grant access to a private (or hidden) work item to a colleague
Below are recommended videos and support articles relating to client collaboration in Karbon.
Client collaboration videos:
Watch & learn how utilizing Karbon's client tasks can save you time by automating the client chase
Get up to speed quickly on client tasks with this quick and easy Setup guide
Watch & learn how to manage clients effectively with Karbon (37 min)
Client collaboration support articles:
Have Karbon (and client tasks) nudge your clients along. Customize the frequency of your client task reminders
If work is on a schedule, determine if you want to manually send the client tasks week to week, month to month, etc. or if you want to automatically send using the work schedule. Learn more here
Best practice tip: Tired of going back and forth to schedule client meetings? Insert calendar links, video meeting links, and other details in your client tasks within in your workflow.
Below are recommended videos and support articles pertaining to contact management in Karbon.
Contact management videos:
Watch & learn how to manage contacts and their privacy settings (6 mins)
Beyond basic contact details, learn how to store additional rich contact information using Accounting Details
Contact management support articles:
Contacts a mess? Missing key data? Chat to our support team from the main menu (Help & Feedback > Still can't find what you need?) and ask for a download of your client list along with a list of key details you'd like to update
Need to add a new contacts in bulk? Send a request through Help & Feedback for Karbon's assistance or email email@example.com
Complex relationships for tax and trusts? Use Client groups to associate like contacts together
Need to use your contacts in bulk for things like email marketing? Use the contact export to get the list and organize leveraging certain fields in Karbon
Below are recommended videos and support articles relating to team management in Karbon.
Team management videos:
Watch & learn techniques to work better together as a team (43 min)
Team management support articles:
Create a team to allow you to view work by a team (ideal for managers and partners)
Need to see how work is progressing at a glance? Use several combinations of filters like due dates, assignee, work types, etc. to hone in on client & internal work
Team member on vacation or sick? Use the kanban board for work to easily move the work to someone else to manage
Ensure your processes are always improving. Update existing templates to capture the new learned variations gathered from existing processes. Then revert work back to the template to have the latest process in motion. Reach out if you need help to bulk re-apply your updated work templates
Below are other recommended videos and support articles relating to capacity planning in Karbon.
Capacity planning videos:
Watch & learn how to manage capacity, track budgets vs. actual, and improve efficiency (45 mins)
Get an overview of time and budgets on work (63 mins) to help in making better-informed decisions
Capacity planning support articles:
Get a handle on the time your team spends on work. Learn how with estimated time on a work item
Compare actual vs. budgeted time using QuickBooks Time
Understand the value of what your team plans to do. Use budgeted values on a work item to assist with planning
Use time estimates and budget values to work templates so these figures will be added automatically to work created off the template. You can always adjust these values once the work has been created for your client
Need to track actual time spent? Integrate Karbon with QuickBooks Time to get the best of time and work together
Review time estimates and budgeted numbers together to determine if work is on track and on budget
Feeling the crunch of work and/or need to manage your bottlenecks? View how work is moving through the firm and balance the load using the Kanban board, filtering by work types, by due dates and sorting your kanban board by status
Below are recommended videos and support articles relating to client acquisition in Karbon.
Client acquisition videos:
Watch & learn the best practices of client onboarding (48 mins)
Watch & learn how to integrate Karbon with GoProposal (2 mins) or Practice Ignition to go from proposal to engagement to work (50 mins)
Client acquisition support article: