Karbon

Erin Jamison

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

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

You can choose how your workflow statuses update using Automators.

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

Organize work efficiently with service types, linking workflows to your firm's services for better management.

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

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

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

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

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.

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

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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