November 14, 2016
Today we have released Work templates in Karbon. Watch this video to see how you can use Work templates to standardize the way your practice works.
This is just the first release, and in the coming weeks we’ll be improving Templates with:
Placeholder roles (as seen in the video)
Repeating work with a Template (this includes an updated version of “Scheduling repeating work”)
To get started, here are some useful support articles: