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Workflow & Automation
Workflow & Automation
Learn the ins & outs of setting up and automating your workflow.
+2
31 articles in this collection
Written by
Lachlan Macindoe,
Ian Vacin,
Andi Ancheta
and 2 others
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 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
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 and Task 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 and 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
Erin Jamison
Updated over a week ago
Adding, editing and deleting a task type
Go to Settings > Task Types and click on Add Task Type, and name the new task type.
Written by
Ian Vacin
Updated over a week ago
Task type defaults
Your account comes pre-populated with default task types.
Written by
Ian Vacin
Updated over a week ago
Automators
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
Global Automators
Settings to automate your firm's workflows.
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
Erin Jamison
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
Erin Jamison
Updated over a week ago
Using Task Types with Templates
You can use Task Types on work templates to associate individual tasks to the type of activity that is performed.
Written by
Ian Vacin
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 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.
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.
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
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.
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
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.
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
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