How to manage colleagues on annual leave
Emails We recommend creating an out of office from your email client as you normally would and di...
Some tips for using Karbon to manage your tax workflow
At the beginning of tax season you probably don’t want all your tax jobs to start at once, or hav...
What is the Kanban method?
Kanban is a style of workflow management. It provides a flexible approach to optimize workflows b...
Effectively Managing your day or week in To-do and Work
Monday Once you’ve dealt with your new Triage items, get a feel for your work week by going to yo...
Managing Prospects in Karbon
A prospect is a potential client that you have a relatively high chance of converting into a clie...
Managing Leads in Karbon
Definitions Lead A lead is a potential client—someone who has been referred to you, contacted you...
Keyboard shortcuts in Karbon
You can quickly create a new Contact, Email, Note or Work, or open Global Search with a keyboard ...