Group 65Go to Karbon
All Collections
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.

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

Quick access to Karbon (app.karbonhq.com)

Bookmark Karbon for easy access
Andi Ancheta avatar
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.
Andi Ancheta avatar
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.
Lachlan Macindoe avatar
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.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How can I access Karbon on my mobile device?

Download the iOS app. Or just use your browser.
Andi Ancheta avatar
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.
Lachlan Macindoe avatar
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.
Lachlan Macindoe avatar
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.
Lachlan Macindoe avatar
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.
Lachlan Macindoe avatar
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.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago