Making changes to scheduled work
You will sometimes need to make updates or changes to a work item that you have set to repeat on ...
How to export work
Work can be exported from the Work page in Karbon by selecting the cloud icon, then selecting ...
How to hide empty columns on Kanban
To hide empty Kanban columns select the toggle button to the right in Kanban and turn off the “Sh...
Edit work team
To edit a work team that is associated with a piece of work, go into the piece of work and under...
How do I search for a document?
Documents can only be searched within a client’s profile or a piece of work page.
Go to your cont...
Files and documents on Work
For every job you manage, there are a number of files that are involved and are scattered around....
Removing an email from a timeline
If an email is attached to the wrong Work or Contact timeline, you can remove it by clicking X fr...
Can I reassign Tasks?
Yes, you can reassign a Task as many times as you want.
To reassign a Task, click on the current...
Moving Work on your Kanban board
From your Kanban board, you can adjust priorities in real time by moving cards from one column to...
What information is displayed on a Kanban card?
At a glance, you can view the most important details for each piece of work on their Kanban Board...
Sorting your Kanban board
Your Kanban board is organized by columns. Using the view and sort menu, you can choose what thes...
Viewing your Kanban board
Your Kanban board lets you optimize your practice’s entire workflow management on a single screen...
Selecting Work from the main menu will display all Work throughout your team.
On every piece of work there is an option to setup a schedule. This will schedule the work to rep...
Where can I find the people involved with a piece of work?
All colleagues and clients involved with any piece of work are listed in the Details tab.
To create a piece a work from scratch, you can go to the Global Add menu “+” and select Work.
Move items to different work
You can move items like emails or notes from one piece of work to another one.
Expand the item, ...
To delete a piece of work, click on the Options menu "..." and select Delete.