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Workflow & Automation
Workflow & Automation
Learn the ins & outs of setting up and automating your workflow.
+1
9 articles in this collection
Written by
Lachlan Macindoe,
Andi Ancheta,
Erin Jamison
and 1 other
Overview
Overview of Workflow
Combines workflow statuses, task statuses and work types in one setting
Written by
Erin Jamison
Updated over a week ago
How-to
Use automators
You can choose how your workflow statuses update using Automators.
Written by
Erin Jamison
Updated over a week ago
Create and customize Work Templates
Find the template you need and tailor it to fit your firm's unique workflows or create your own template from scratch!
Written by
Erin Jamison
Updated over a week ago
FAQs
How can a work template manage parallel workflows?
Discover a technique to manage occasions when more than one person needs to work concurrently and independently on a work item.
A
Written by
Advisory Solutions
Updated over a week ago
Can I transfer work to a different template?
Currently it is not possible to transfer a work item to another template.
Written by
Erin Jamison
Updated over a week ago
Can I edit the main workflow statuses?
Karbon includes five main workflow statuses, which cannot be edited.
Written by
Andi Ancheta
Updated over a week ago
What happens if I change work types and the new type doesn’t have same status?
If you change the work type on a piece of work and the new work type statuses are different it will default to the top level status.
Written by
Erin Jamison
Updated over a week ago
Can I apply a work type in bulk to multiple work items?
You can apply a work type in bulk to affect multiple work items if you apply it to a recurring piece of work.
Written by
Lachlan Macindoe
Updated over a week ago
Why is a status not available for my task?
If you are trying to assign a task, email or note a certain status, but it isn't available, check your Task Status settings.
Written by
Lachlan Macindoe
Updated over a week ago