Karbon's Right-For-Me education provides an option for you to choose your own path and work through articles, videos, and activities at your own pace, depending on what is most relevant to your own role.

Feel free to explore all of these education modules, or focus on the ones aligned with your job role (as defined in the table above). We recommend working on them in order top to bottom, but each module stands on its own as a great learning opportunity!

Welcome to Karbon! What does Karbon do?

Navigation menus & support

What kind of work will I be completing in Karbon?

How do I navigate through my daily work?

How do I communicate with people?

How is information shared across my team?

How do I create new work to be done?

How do I assign work to staff & clients?

How do I manage my staff's work?

How do I design my work templates for maximum efficiency?

How does Karbon interact with my app stack?

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Additional resources:

Interested in exploring functional areas of Karbon's features? Click the links below to access support materials for key areas of interest.

Workflow management (setup): Work types, workflow statuses, job roles, and work templates (for Admins only)

Reporting & insights: Work reports, insights, and custom reporting.

Productivity: Learn key productivity features with regards to Triage, keyboard shortcuts and batch actions.

Data management: Privacy, permissions and data import/export

Client collaboration: Learn more about Client tasks (Client task reminders, file upload and comments).

Contact management: Store key information in Accounting details and leverage information like contact types, client owner/manager, etc. to better manage your contacts. 

Team management: Teams, work filtering (assignee, status, type),  and staff to-dos

Capacity planning: Time, budgets, and pull production planning

Client acquisition: Sales management, Pricing/proposal software integration, and client onboarding


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