Advanced concept: Productivity

Below are recommended videos and support articles relating to productivity in using Karbon.

Productivity videos:

• 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 To-do (7 mins).  

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.

• Ending / deleting / removing a schedule.

• Modifying work vs. Modifying scheduled work.

• How to handle inactive clients.

• Use drag and drop options for to-dos or to arrange or reorder tasks within work or drag and drop files from your desktop to the body of an email in Karbon.

• Learn handy tips for printing or forwarding emails.

• Following up on assigned emails & notes.

• 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 your to-do items.

• Bulk update tasks within a work item.

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