When using Client Tasks, make sure to also setup automatic reminders. Remember that Karbon will send 5 reminders, so if you must hear back from the client in 10 days, set the reminders to send every 2 days.

Next, make sure your Global Automator is set to update work status to Resend Client Tasks after the final reminder is sent.

Some users prefer to filter their Kanban Board and save a view to identify any work item with the status Resend Client Tasks and then act accordingly. However, you can also structure your work templates to create more proactive notifications.

In this example, the Client Manager role will see the follow-up task in their to-do list only if the client fails to complete their client tasks prior to all reminders being sent.

If you have multiple Client Task sections in the template that may require this type of proactive follow-up, simply add a task to the section after client tasks are received reminding you to manually mark this follow-up item complete (indicating it was not necessary). That way it will not be activated later in the work if other client task sections are not completed on time.

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