Please note: If you would like the ability to further customize your bulk work creation for more than 100 contacts or utilize multiple templates at once, please see our paid add-on service with assistance from the Karbon Team.
The Bulk Work Creation tool in Karbon allows Admin users to create work items for up to 100 contacts from a single work template. Whether it's a one-off work item or a recurring one, this feature helps streamline your workflow for multiple clients. Follow the steps below to create a work item using this self-service option.
Step 1 - Choose the contacts for Bulk Work:
To create work for multiple contacts in Karbon, navigate to the Contacts section from the main menu. Select the contacts you wish to create work for in bulk and click on Add Work to proceed.
Step 2 - Setup your Work Details
Select Work Template (if using): If you would like to use a template, select it. Otherwise, you can create an ad-hoc work item.
Assign the Work:
Choose the assignee.
Set the start date.
Choose Repeat Settings (if applicable):
If you'd like the work to recur, select your preferred repeat settings:Frequency: Select how often the work will repeat. You start by selecting your preferred time period (monthly, weekly, daily etc.) and the frequency.
Number of Instances:
Indefinite Repeats: The work will repeat indefinitely until manually stopped.
Fixed Number of Instances: Specify a set number of repetitions (e.g., 6 times for half a year or 12 times for a full year).
End Date: Define a specific date on which the recurring work will end.
Set the Due Date and Avoid Weekends:
Set Due Date: The due date inherits from the current due date of the work item you’re scheduling (if it has one) as an offset from the work start date (e.g., 15 days after the start date).
Avoid Weekends: You have the option to avoid weekends. If checked, any work start or due date will shift to the previous Friday if it falls on a Saturday or Sunday.
Step 3 - Customize Work Details
The Work Instances will be populated with the work settings previously chosen and can be further customized before they are created.
You can now bulk-select some of the work items for further editing information to suit the different needs of your workflow, such as:
Dynamic Naming Convention: Update the title of the work item to include a dynamic naming convention. This allows the work title to update automatically based on the cadence of the work (e.g., “Monthly Report - October 2024”).
Assign Open Roles: Ensure any unassigned roles within the work item are filled by assigning team members.
Further Customizations: Make any additional changes required to customize the work item for your specific needs.
Step 4 - Create Work
Once you have customized the work instances, proceed to click the Create Work button and your work instances will be created and assigned out.
Further Readings: