Workflow & Automation

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

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9 articles in this collection
Written by Lachlan Macindoe, Andi Ancheta, Erin Jamison 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

How-to

Use automators

You can choose how your workflow statuses update using Automators.

Written by Lise Gervig Pedersen
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.

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