General topics

Questions and answers that cover elements across all sections of Karbon.

Andy Biggs avatar Andi Ancheta avatar Lachlan Macindoe avatar
47 articles in this collection
Written by Andy Biggs, Andi Ancheta, and Lachlan Macindoe

How does Karbon handle work start and due dates for teams across multiple time zones?

Due dates and start dates are not time zone specific for teammates across multiple time zones.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Using Karbon on a shared computer or client's office

Because you log into Karbon through your email provider, there are a few best practices you need to consider to keep your account secure.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Submitting feature requests

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Written by Lachlan Macindoe
Updated over a week ago

With which email clients does Karbon integrate?

Karbon integrates with Gmail, most Office 365 plans and Microsoft Exchange.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Sending system information to Karbon support

If you are having an issue with Karbon, sending us your system information will help us solve your problem faster.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

Adding comments in Karbon

You can comment on any email, task or note in Karbon to bring team members into a discussion.
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Written by Lachlan Macindoe
Updated over a week ago

Is Karbon GDPR-compliant?

We take our responsibilities under GDPR seriously, and all necessary measures are taken to ensure GDPR compliance.
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Written by Lachlan Macindoe
Updated over a week ago

Connecting your Microsoft Office 365 account with Karbon

Get up and running quickly by easily connecting your Microsoft Office 365 account with Karbon
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Connecting your Gmail account to Karbon

Easily connect your Gmail account to Karbon in just a few short steps.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago
Exchange users

Connecting your Exchange account with Karbon

You can connect a Microsoft Exchange-based email account with Karbon by following this step-by-step guide.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

How do I find my Exchange server address?

To help you locate your Microsoft exchange server address, look for the program you currently use to access your email.
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Written by Andy Biggs
Updated over a week ago

How do I find my Server Username?

The easiest way to identify your Server Username is on the lock screen of your computer.
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Written by Andy Biggs
Updated over a week ago

How can I test my Exchange server account information?

To test whether or not you have the correct Exchange server address and accounting information, try the following process.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Can I use my webmail address as the Exchange server address?

No. The webmail URL address you use to access your email via an internet browser is not the same as your Exchange server address.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Are you saving my password?

Yes. When you login into Karbon using Exchange we do currently save your password. Your password is encrypted when we save it.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

What versions of Exchange does Karbon support?

Karbon accounts can be connected to Exchange email accounts hosted on Microsoft Exchange 2010 or later.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

How do I find my Server domain name?

The "Domain" property helps identify the computer network hosting your Exchange email account.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Do I need to be an admin to connect my Exchange email account to Karbon?

No. You don't need to be an administrator to connect Karbon to your Exchange email account.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Do changes in my Exchange account get reflected in Karbon, and vice-versa?

Yes. ​When you send, read, move or delete emails in Exchange, these change actions are synchronized and reflected in your Karbon account.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago
Notes

Mention a colleague

Mentioning a colleague in a note or comment will notify them without having to assign the item to them.
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Written by Andy Biggs
Updated over a week ago

Add a note

You can add notes quickly from timelines or from the global add menu. Here's how.
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Written by Andy Biggs
Updated over a week ago

What is a note?

A note is a conversation you hold internally within your company. Unlike an email, it is viewed only by members of your team.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Adding a title to a note

Titles can be added to a note to give context to what is being discussed.
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Written by Lachlan Macindoe
Updated over a week ago

How do I add a link from a note?

How to to add a clickable link to a note in Karbon.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago

Commenting on notes

Comment on a note to bring team members into a conversation, and communicate about the work or client that is being discussed.
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Written by Lachlan Macindoe
Updated over a week ago

Notifications of updates or comments on a note

Karbon users receive a Triage notification when a new comment is added to a note they are involved with.
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Written by Lachlan Macindoe
Updated over a week ago

What happens if I mention a colleague who isn't part of a private client or work item?

If someone without access to a note is mentioned by another colleague, they will be able to access that entire conversation.
Lachlan Macindoe avatar
Written by Lachlan Macindoe
Updated over a week ago

How do I get notified when there is a comment on a note?

If you are part of a comment conversation on a note, you'll be notified in your Triage.
Andy Biggs avatar
Written by Andy Biggs
Updated over a week ago