Advanced workflow management in Karbon

 

This video explores how you can customize Karbon and configure company settings to make your existing workflows more powerful. Based on techniques implemented by other best-in-class businesses, you’ll learn best practices for using:

  • Work templates

  • Automators

  • Work types

  • Workflow statuses

  • Job roles

By following the steps outlined, you’ll be able to automate more low-value admin tasks and free up your team to focus more on the most important activities.