Learn the best ways to manage your company's workflow, standardize your processes, keep track of what your responsibilities are and collaborate with your team members.



How many hours do you usually spend each week managing email? Karbon's Triage is your supercharged inbox. It has been designed to bring your email into your workflow, action it quicker, and break down silos so you don't need to rely on CC email to know what's going on. In fact, Karbon customers save 4 hours on average each week just through Triage alone.

To learn how to manage your email more efficiently with Triage, check out these short articles:

Team Collaboration

One of the key benefits of Karbon is that it makes communication and collaboration across your team and with clients seamless. 85% of firms say that Karbon beats all competitive products in this area.

While email can be used to communicate externally, there are other ways to communicate with your team in Karbon. Notes, comments, @mentions, work items and tasks can be used to share updates and keep track of what is going on. These collaboration tools allow for complete visibility, ensure that everything that needs to get done is owned by someone, and reduce email by more than 50%.

To understand each of these, read the following short articles on:

Workflow Management

So far, we have covered the basics of Triage, collaboration, and work in Karbon. Let's go a bit deeper and look at some ways you can manage your company's workflow.

Karbon has been designed to help you improve the delivery of your work by increasing on-time delivery, reducing time to complete, and improving overall quality. 9 out of 10 customers have been able to achieve this.

It all comes down to repeatable processes, clear ownership, efficient workflow and work visualization. In Karbon, this is enabled within each work item, viewed and managed on your Kanban board, and optimized in your settings.

Key concepts to understand, leverage and use include:

Not only can you manage all internal tasks for each work item—you can also bring your clients into your workflow and assign them tasks. With scheduled emails and reminders sent to your clients, you can completely automate the client chase, saving your team even more time. Learn how in this short video on client tasks.

Work, Tasks and Templates

Standardizing your company's most common process is critical if you want to improve efficiency, maintain quality, and set your company up to scale. It's easy to do this in Karbon using templates. In fact, 92% of our customers say the majority of work they complete is driven by standardized workflows and templates.

Once you have created templates, you can use them to create work items for your clients, and set them up to repeat automatically on a schedule.

These short articles will show you how to manage templates and work in Karbon:

To-do Lists

Emails in Triage, work items, tasks and notes can all be assigned to the team member who is responsible for actioning that item. With all this going on, you might be wondering what the best way is to keep track of everything that's your own responsibility. This is where your to-do list comes in.

In your To-do area, every task—big and small—that you need to take care of is brought together to keep track of what you need to work on today and know what you have coming up next.

To learn how to be the most efficient with your to-do items, check out these short articles:

Once you are familiar with the basics, watch our Best Practices for to-do video that outlines some best practices for using To-do.

Did this answer your question?