What statuses do work with no work type have?
If a piece of work does not have a 'Work Type' assigned, all work flow statuses will be available...
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 wi...
Are documents and files attached to an email automatically added to a piece of work?
When you attach an email to a piece of work (either by creating a job off the email, or by linkin...
Are work documents copied across to scheduled repeating work?
No, since when you set up a schedule every recurrence can have files and documents specific to ev...
How do I upload documents to a piece of work?
Go to the piece of work, and under Details > Recent documents, click on Upload.
You can check...
How do I rename or delete documents in a piece of work?
Go to the piece of work, and under Details > Recent documents, click on Manage.
By clicking o...
Can I assign a Task to more than one person?
The way to do this is to have a principal owner of the Work, who is assigned the Work item, and t...
How far into the future does the scheduler create work?
The scheduler will always create work in Karbon 3 months in advance of its start date.
Can I change the frequency on a work schedule once it’s been created?
No, the frequency that a piece of work is set to repeat cannot be edited after its initial setup....
Can I edit the schedule of a piece of work?
From any piece of work in a schedule that has already been created, select 'Edit schedule' from t...
Can I delete a work schedule?
Yes, you can cancel a work schedule by opening Edit schedule from the work item's options menu (....
Are Tasks copied when I schedule a piece of work?
Yes, Tasks and the corresponding items are copied when you schedule a piece of work, however ther...
Why does the status of some pieces of work automatically change to ‘In progress’?
If a piece of work is marked as ‘Planned’, Karbon will automatically update its status to ‘In pro...
Can I merge two pieces of work?
You can't currently merge pieces of work in Karbon; however, you can move items from one piece of...
Can I restore deleted items to a work timeline?
If you deleted an email by accident, you can restore it by finding the original email in ...
Can I remove an email from a work timeline?
If an email is attached to the wrong Work or Contact timeline, you can remove it by clicking X fr...
Can I make work private?
Not yet. All work is visible to all members of your practice.
How do I attach a new email to a piece of work?
The best way to go about attaching an email to a piece of work would be to either:
go to the W...
Can I change the contact for a piece of work?
I have assigned a piece of work to the wrong contact. How do I change the contact to be another c...