Workflow & Automation

Learn the ins & outs of setting up and automating your workflow.

Lachlan Macindoe avatar Ian Vacin avatar Andi Ancheta avatar +2
33 articles in this collection
Written by Lachlan Macindoe, Ian Vacin, Andi Ancheta and 2 others
FAQs

How can I avoid manually resending client tasks?

Avoid a manual resend of client tasks by pre-setting additional reminders to send automatically.
Evan Hall avatar
Written by Evan Hall
Updated over a week ago

Can I be notified if a client isn't responding to Client Tasks?

Worried that work will fall behind? Here's one way to structure your templates to alert you.
Evan Hall avatar
Written by Evan Hall
Updated over a week ago

Can I edit the main workflow statuses?

Karbon includes five main workflow statuses, which cannot be edited.
Andi Ancheta avatar
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.
Erin Jamison avatar
Written by Erin Jamison
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.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Does every work item need a work type?

No, the default work type is None.
Erin Jamison avatar
Written by Erin Jamison
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.
Erin Jamison avatar
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.
Lachlan Macindoe avatar
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.
Erin Jamison avatar
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.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago