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 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.
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.
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.
Click here for more training like this.