Karbon's Workflow feature is designed to empower your firm to customize, track, and automate how your team works. By providing granular control over statuses, work types, and automated processes, Workflow in Karbon helps you streamline operations, gain clear visibility into your team's progress, and ensure consistency across all your work.
Key Workflow Components:
Karbon's workflow settings allow you to customize various elements to suit your firm's unique needs:
Workflow Statuses: A master list of statuses used for Work Items, including five primary statuses (Planned, Ready to Start, In Progress, Waiting, Complete) under which you can create unlimited custom sub-statuses.
Work Types: Customizable categories that allow for efficient tracking and visualization of groups of work (e.g., "1040 Tax Return," "Bookkeeping," "Audit").
Task Types: A list of activities performed within a Work Item, allowing for granular tracking of time and reporting (e.g., "Accounting," "Review," "Consulting").
Task Statuses: A list of primary statuses and default sub-statuses that can be applied to individual tasks within a Work Item.
Extension Workflow: Karbon's specialized capabilities for handling tax extensions seamlessly, including unique extension statuses and automator options.
FIFO Queues: A streamlined feature designed to prioritize and process high-volume work in a first-in-first-out (FIFO) manner, ensuring fair and efficient work distribution.
Video Overview of Workflow (2 mins):
Learn the ins & outs of setting up your workflow (custom statuses, work types and Global Automators)
Benefits of a Well-Configured Workflow:
Implementing a tailored workflow in Karbon offers significant advantages for your firm:
Enhanced Visibility & Tracking: Instantly see the status of all Work Items, tasks, and team activities.
Increased Efficiency & Automation: Automate routine processes, trigger actions based on status changes, and ensure work flows smoothly.
Consistent Processes Across Your Firm: Standardize how different types of work are handled, reducing errors and improving quality.
Better Management of High-Volume Work: Tools like FIFO Queues and Extension Workflow provide specialized support for managing peak periods and specific work types.
Optimized Resource Allocation: Understand where time is spent and identify bottlenecks to better allocate your team's resources.