Karbon
Release Notes

August 16, 2021

Today's release includes a new side tray to provide you with more critical information with fewer clicks, added flexibility when setting up automators, direct access to Karbon Community, and improvements to the Timer.

A new information side tray

The side tray that appears on every email, note, task or client task has been redesigned, giving you greater visibility with fewer clicks. You no longer need to navigate between tabs to see assignments, due dates, visibility or timeline details.

Highlights include:

  • All your most relevant information available at-a-glance

  • A consistent design for emails, notes and tasks, and across the mobile app.

  • The option to reveal all colleagues who have visibility over the email, task or note

  • One single modal to add to a work item or contact

A simpler way to set up automators

You can now set a tasklist automator to trigger based on the tasks in any section within your work item. This update makes setting up automators much quicker and less complex.

Previously, automators could only trigger based on activity in the current task section, the section immediately before, or all tasks and sections within your work item.

A common scenario where this might be useful is if you have an SLA to complete a tax return within 14 days of receiving client information. Now, your automator can trigger based on the completion of all tasks in the client task section, updating all other task due dates accordingly.

Quick access to Karbon Community

The new Karbon Community has launched—a place to connect, ask questions, share knowledge, and get inspired by other customers from all over the world.

Use your existing Karbon login to access the Community directly from the Karbon app. You'll see a link in the main menu directly below your name, and also from the Help & Feedback section.

Once you're logged in, introduce yourself to other members with a quick hello, ask a question, share your best Karbon tip, or contribute to an existing discussion.

Improvements to the Timer

Our Timer was released in June, giving you the ability to track your time within Karbon and record it against the relevant work item or contact.

We have released lots of improvements and bug fixes based on your feedback, which now gives you a vastly improved time-tracking experience. If you haven't used the Timer yet, check it out!