Karbon

Erin Jamison

Andi Ancheta

Lachlan Macindoe

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

Workflow & Automation

Step-by-step guide to configuring your workflow settings, including statuses, work types, and task types, to optimize your firm's processes.

Set Up Your Workflow

Understand Karbon's customizable workflow: components, purpose, and benefits for managing work, tasks, extensions, and queues efficiently.

Overview of Workflow

Overview

You can choose how your workflow statuses update using Automators.

Use automators

Find the template you need and tailor it to fit your firm's unique workflows or create your own template from scratch!

Create and customize Work Templates

Learn how to set up an automated extension workflow within your Karbon templates for efficient tax extension handling.

Set Up Your Extension Workflow in Karbon

Learn how to hide and reveal sections in your Karbon templates to create dynamic, clutter-free workflows that activate only when needed.

Set Up Conditional Workflows with Active/Inactive Sections

Set up and effectively use Karbon's FIFO Queues. Learn to enable, configure automators, add work, and manage queued items.

Set Up and Use FIFO Queues

Learn how to assign or change a Work Type for an existing Work Item, ensuring proper categorization and workflow application for your tasks.

Apply a Work Type to a Work Item

Set or modify Work Types on Work Templates, ensuring consistent workflow settings for new work created from templates.

Update Work Types on a Work Template

How-to

Guide to optimizing Karbon work templates: setup, automation, finalization, testing—enhancing workflow efficiency and management visibility.

Work Template Optimization Guide

Learn about the different extension statuses in Karbon and how to manage them for your work.

Extension Statuses in Karbon

Automate section display by setting triggers to activate inactive workflow sections based on conditions.

Using Automators for Conditional Workflows

Best Practices

Discover a technique to manage occasions when more than one person needs to work concurrently and independently on a work item.

How can a work template manage parallel workflows?

Currently it is not possible to transfer a work item to another template.

Can I transfer work to a different template?

Karbon includes five main workflow statuses, which cannot be edited.

Can I edit the main workflow statuses?

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.

What happens if I change work types and the new type doesn’t have same status?

You can apply a work type in bulk to affect multiple work items if you apply it to a recurring piece of work.

Can I apply a work type in bulk to multiple work items?

If you are trying to assign a task, email or note a certain status, but it isn't available, check your Task Status settings.

Why is a status not available for my task?

Frequently Asked Questions about Extensions

FAQs

Articles

Events

Company

Contact

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.