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Getting started

Getting started

If you're at the start of your Karbon journey, learn the basics of managing your email, work, clients, and to-do items with these quick Karbon videos.

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10 articles in this collection
Written by Lachlan Macindoe and Andi Ancheta

Quick access to Karbon (app.karbonhq.com)

Bookmark Karbon for easy access
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Written by Andi Ancheta
Updated over a week ago

Overview of Karbon

Explore Karbon with these overviews of each of the main areas of the app.
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Written by Andi Ancheta
Updated over a week ago

Fundamentals training

Get up and running in Karbon with this 30-minute introductory training video. Perfect if you're new to the app.
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Written by Lachlan Macindoe
Updated over a week ago

Update your profile and email signature

Your profile in Karbon is where you set up your personal details, auto-share email preference and your email signature.
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Written by Andi Ancheta
Updated over a week ago

How can I access Karbon on my mobile device?

Download the iOS or Android app to use Karbon on your mobile device.
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Written by Andi Ancheta
Updated over a week ago
Karbon features: in-depth videos

Triage (15 mins)

Assign emails, prioritize them in your to-do list, or add them to a job so they’re where you need them when you need them.
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Written by Lachlan Macindoe
Updated over a week ago

To-do (12 mins)

Keep track of every task big and small. Know what you need to work on today, see what's coming up next.
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Written by Lachlan Macindoe
Updated over a week ago

Kanban (6 mins)

Track the progression of work, manage capacity and use customizable workflows to optimize everything across your company.
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Written by Lachlan Macindoe
Updated over a week ago

Templates (18 mins)

Define every step in your processes to quickly create Work for every individual client job.
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Written by Lachlan Macindoe
Updated over a week ago

Insights (4 mins)

Get a handle on critical work and email data in Karbon. Learn how you can use the reporting tool to track team and client efficiency.
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Written by Lachlan Macindoe
Updated over a week ago