Release Notes

December 20, 2021

My Week enhancements

More clarity and flexibility within Working on Now

You now have the ability to drag and drop to reorder items within the Working on Now section of My Week. This will provide you with an additional level of prioritization and control.

And you can now also bulk-select items from multiple sections of My Week, and move them into Working on Now at one time using the options menu (...).

Plus, a more obvious border surrounding Working on Now will help you to more-easily visualize your work.

Complete tasks from the My Week overlay

Tasks can now be marked complete from within the My Week overlay. This means you don’t have to navigate away from My Week when checking off your tasks.

Attachment reminder

How often have you sent an email that referred to an attached file, only to be told later that the attachment is missing? That doesn’t need to happen anymore! Now, if you refer to an attachment in an email and press send without anything attached, you’ll be prompted with a reminder.

New Insights filter

In Insights, you can filter by Client Owner and Client Manager, providing you with more powerful data around your team’s performance.

Karbon Practice Intelligence

You will notice a new tab in your main menu: Intelligence. 

When it launches next year, Karbon Intelligence will provide you with the data you need to guide your most critical firm decisions. It will help you analyze your practice data, get faster business insights, and make important decisions with confidence.

This page is where you can register your interest in Karbon Intelligence and join the waitlist to be the first to receive any news and developments.