Sending Client Tasks

You can only send Client Tasks to people you have saved as a Contact in Karbon.

Client Tasks will be sent in an email to your client. These emails and any responses from your client, will show on the Contact and Work timelines.

Automatic send

You can schedule Client Tasks to send in the future, a certain number of days before or after the Work start date. If you do this, they will be sent by Karbon at 10am in most local time zones on their chosen date.

Automatically sent Client Tasks will be sent from the team member the Work is assigned to.

Manual send

If Client Tasks are manually sent, they will be sent immediately. The email containing the Client Tasks will be sent from the team member who clicks send.

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