Workflow & Automation

Overview

Overview of Workflow

Combines workflow statuses, task statuses and work types in one setting

Written by Erin Jamison
Updated over a week ago

Video overview of Workflow

Learn the ins & outs of setting up your workflow (custom statuses, work types and Global automators).

Written by Ian Vacin
Updated over a week ago

Video overview of Workflow Statuses (2 mins)

Understand the basics, defaults and purpose of workflow statuses in managing your firm's workflow.

Written by Ian Vacin
Updated over a week ago

Video overview of Work Types

Understand the basics and defaults for work types in Karbon's settings to better manage and automate your work and workflow.

Written by Ian Vacin
Updated over a week ago

Video overview of Work Templates (1 min)

Watch a quick overview of where to find and manage your work templates in Karbon.

Written by Ian Vacin
Updated over a week ago

Overview of Templates

Define every step in your processes to quickly create Work for every individual client job.

Written by Lachlan Macindoe
Updated over a week ago

Custom Workflow Status How-Tos

Custom workflow statuses

You have the option to create and set your own customized sub-statuses that can be used across your team.

Written by Ian Vacin
Updated over a week ago

Adjusting workflow status settings using Automators

You can choose how your workflow statuses update using Automators

Written by Andi Ancheta
Updated over a week ago

Work Type How-Tos

Define the Workflow for your Work Types

Karbon allows you to customize the way your team works with Workflows Settings.

Written by Erin Jamison
Updated over a week ago

Adding, editing and deleting a work type

Go to Settings > Work types click on Add work type, and name the new work type.

Written by Lachlan Macindoe
Updated over a week ago

Customize workflow statuses for work types

Adding custom workflow statuses lets you tailor your job pipeline to your company's needs.

Written by Andi Ancheta
Updated over a week ago

Work type defaults

Your account comes pre-populated with default work types

Written by Andy Biggs
Updated over a week ago

Automators

Global Automators

Settings to automate your firm's workflows.

Written by Lachlan Macindoe
Updated over a week ago

Tasklist Automators

Tasklist Automators allow you to apply ‘if this, then that’ rules to task sections in your work items and templates.

Written by Lachlan Macindoe
Updated over a week ago

Choosing what custom statuses can be used for tasks

Within Settings, you can choose what custom workflow statuses are available for tasks, notes and emails.

Written by Lachlan Macindoe
Updated over a week ago

Why does the status of some work items automatically change to ‘In Progress’?

Automators are used to make changes to work and task statuses. You can adjust these settings to suit your needs.

Written by Andy Biggs
Updated over a week ago

Mark Work as completed when Tasks are completed

Karbon's workflow lets you choose to automatically have Work status updated to “Completed” when all its Tasks have been completed.

Written by Andi Ancheta
Updated over a week ago

Templates

Create a Work Template from scratch

Work Templates allow you to standardize processes and quickly create new pieces of work. Here's how to create one from scratch.

Written by Andi Ancheta
Updated over a week ago

Create a Work Template from an existing piece of work

Work Templates allow you to standardize processes and quickly create new pieces of work. Here's how to create one from existing work.

Written by Andi Ancheta
Updated over a week ago

Using Job roles with Templates

You can use job roles on work templates as placeholders when you don't know exactly who will be doing the work tasks beforehand.

Written by Andy Biggs
Updated over a week ago

Adding time estimates and budgets to work templates

You can add time estimates and budgets to your templates and have them added to any work items created off them.

Written by Lachlan Macindoe
Updated over a week ago

FAQs

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 statuses do work with no work type have?

All work flow statuses will be available for selection.

Written by Andy Biggs
Updated over a week ago

What is the Default Work Type?

Default Work types exist in Karbon to allow a structure to build your work off of based on work type.

Written by Erin Jamison
Updated over a week ago

Does every work item need a work type?

No, the default work type is None.

Written by Andy Biggs
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 Andy Biggs
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

How do I know when a Tasklist Automator is valid?

Once created, a Tasklist Automators will display in red or orange if there are any issues with it.

Written by Erin Jamison
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