March 28, 2022

More Work Insights enhancements

A new look for Work Insights

As part of ongoing enhancements that have been released to Insights recently, Work Insights has been given a fresh coat of paint. All charts and sections have been redesigned to make it easier to navigate and see the data that matters to you. This refresh also paves the way for some other upcoming improvements.

Updates to Client Leaderboard in Work Insights

You can now navigate deeper into your Client Leaderboard and see how work associated with each client is progressing.

To find the Client Leaderboard sub-chart, navigate to Insights from your main side menu. By default, it will list all your clients.

When you click a client’s name, you can view open work, completed work and overdue work over your specified time.

The filters you apply in the main Work Insights dashboard will carry over into the Client Leaderboard sub-chart, and you can also adjust these filters from the sub-chart page.

Drill down into Client Leaderboard sub-chart
You can also drill down deeper into this information by clicking on a plot-point, which represents a date, in a client’s sub-chart.

Drill down into Colleague Leaderboard sub-chart

You can now also take a deeper look into your Colleague Leaderboard. 

To drill down into a colleague’s sub-chart, navigate to Insights from your main side menu, and in the Colleague Leaderboard, click a colleague’s name. From there, you can drill down deeper into this information by clicking on a plot-point, which represents a date, in a colleague’s sub-chart.

More information on navigating Work Insights.

Reorder your saved work dashboard views

You can now reorder your saved work views when viewing work in the Kanban board or list view.

Scroll down to the bottom of your saved views list and click ‘Edit Saved Views’. 

From there, you can reorder, rename and delete your saved views.

This was a feature request from customers, raised in the recently-released Feature Ideas section in Karbon Community.

More-easily add emails to My Week

To add an email to My Week without expanding the email, select the options menu (...) and click ‘Plan For This Week’.

Add emails to a Timeline

We've made a small but important change to better-reflect how Karbon works. As you know, you can add an email to a work item and/ or a contact. So, under the email’s subject line, the option now says ‘Add to Timeline’, rather than ‘Add to Work’.

This was a feature request from customers, raised in the recently-released Feature Ideas section in Karbon Community.

Xama HUB integration for firms with UK-based clients

Karbon now integrates with Xama HUB, a tool designed to help UK firms collect client identity documents and perform AML checks instantly.

With this integration, you can create and maintain a client list within Xama HUB where you can manage due diligence required by UK law.

Learn more and get started.

Other updates:

• We’re making Karbon available in multiple languages, and as a result, you might notice temporary spelling variations until the work is completed.

• We have made performance improvements that increase accuracy when searching for a colleague to @mention in a comment.