Learning Objectives:

After completing this module you should be able to _____.

  • navigate successfully in Karbon to any desired destination.

  • list available support resources and demonstrate how to access them.

Product Feature Keywords:

WATCH:

Navigating Karbon

ACTIVITY

Navigate in Karbon.

Step-by-step directions:

  • "Right click" on Triage in the left-hand Nav Bar and open in a new tab (so you can continue to reference these instructions)

  • Navigate to the To-do list.

  • Navigate to Work.

  • Navigate to Contacts.

  • Click the "X" in the upper left to close the Nav Bar.

  • Click the Triage icon in the extreme upper right.

  • Click the expand icon in the extreme upper left to re-surface the Nav Bar.

ACTIVITY

Take a quick look at this feature map (click image to enlarge). Don't worry whether it makes sense right now or not. As you continue developing your understanding of Karbon, use this diagram as a reference for how the core features interact with each other.

(right click image and open in a new tab for higher resolution)

ACTIVITY

Browse Help to update your user profile.

Step-by-step directions:

  • Click on Help & Feedback in left Nav Bar.

  • Search for an article that will help you add or edit your user profile picture.

  • If you haven't already, use those instructions to help you add a profile picture.

  • Fill out the details especially your photo (click the image at the top). Everything you provide here will be visible to your colleagues in Karbon (not externally for clients).

WATCH:

User profile

ACTIVITY

Review & update your signature.

Step-by-step directions:

  • Go to your user profile by clicking on your name in the main menu (immediately below "Settings").

  • Click the toggle button next to "Email signature" (first time) or the "Edit" button if it has been previously set up.

  • Click into the signature edit area and either copy and paste your existing signature in here or input your signature in manually. Once you begin editing, a format toolbar will appear with a set of tools to allow you to customize as you see fit.

ACTIVITY

Take advantage of Karbon's keyboard shortcuts to move faster within Karbon

Step-by-step directions:

  • Alt + C for a new Contact

  • Alt + E for a new Email

  • Alt + N for a new Note

  • Alt + W for a new Work

  • Alt + S to open Global Search

(Option button replaces Alt on Macs)

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