Karbon best practices: managing your day

Supercharge your Karbon expertise with the first video in our best practices series.

In this video, Ian Vacin (VP Education) demonstrates techniques you and other doers in your team can use to manage each day. He outlines best practices in Karbon with email, To-do, and Work that will ensure you get through your tasks in the quickest time, while ensuring that nothing is missed.

You’ll learn:

  • The optimum way to attend to email in Triage
  • Best team communication and collaboration techniques
  • When to assign tasks and when to create Work
  • Using sorting and filtering to get to your priority list
  • Popular To-do and Work views among other Karbon customers
  • When to view your work in a list and when to use Kanban

Share this video

Karbon Magazine

The industry magazine for accountants. In-depth reports, editorials, videos, and resources to keep you at the front of today’s modern accounting industry.

The talent challenge

Overcome the challenges your accounting firm is facing acquiring, training and retaining staff. Put together the team that will lead your practice to success.

Explore the magazine
Edition 4 the talent challenge
Discover more articles, videos, events and resources