Step 2. Add an Automator to the first section of your work item with the following rules:

You want to see everything that is ready for you to work on

Ingredients: Workflow Statuses, To-do Filters

If you’re a ‘doer’—one of those critical members of your organization who is responsible for getting the work done, you probably spend a lot of your time in Karbon working from your To-do list. This is where you can see every single task—big and small—that has been assigned to you.

At any given time, you might see hundreds of items, which can be overwhelming. But if you combine the effective use of Workflow Statuses with To-do filters, you will be shown exactly what is ready for you to begin now.

Step 1. Ensure your team is updating the status of work items, tasks and other items accurately. Automators will help with this, like the examples in the first two recipes.

Step 2. Add a filter to your To-do list so that you only show items with the status, Ready to Start. This will hide any tasks that are in another status, making it much easier to prioritize what needs to get done.

Tasks need to be sent to a client

Ingredients: Client Requests, Tasklist Automators, Custom Workflow Statuses

In Karbon you can schedule requests to send to your contacts automatically using Client Tasks. But if you have internal tasks that need to be checked off first, you won’t want to specify a date too far in advance for your client tasks to send. That’s when this quick recipe will come in handy.

Step 1. Create a new custom workflow status called Send Client Tasks. If you’re making use of Work Types, you’ll need to make sure this new status is applied to the work type you are using for this recipe.

Step 2. In your work item, add an Automator to the task section immediately above your Client Tasks.

Step 3. Whether you are in the work item itself, or simply viewing things from a high level on your Kanban board, you will see when the work item has been updated to Send Client Tasks. You can then go back into the work item and choose to send the tasks to your contact.

When you’re waiting on your clients before going any further

Ingredients: Client Requests, Tasklist Automators, Workflow Statuses

If you have sent tasks to your client, often everything is out of your hands until they respond to your request. In this case, you want to note this in the work item’s status so that you can see where things stand without even needing to go into the work item.

Step 1. In the work item, add a tasklist Automator to your client task section that contains the following rules:

Step 2. Across all of your work items, you can now see which ones are waiting on clients before your team can progress any further.

Step 3. To change the status of the work item back to In Progress, you can add another Automator in the next task section.

When tasks need to be reviewed

Ingredients: Tasklist Automators, Custom Workflow Statuses

Often, processes your team carries out rely on someone else to review everything before things can be signed-off, submitted and completed. Statuses can update automatically to reflect the state the work is in if you put the review tasks in a section of their own.

Step 1. Make sure you have created a custom status called In review (or similar).

Step 2. Add an Automator to your section with the following rule:

3. Any people on your team responsible for reviewing will know that they can begin. They can filter their Work list to show items that are In Review, to get a quick look at what is ready for them to look at.

When the statuses of your work items and tasks are all up-to-date and accurate, it is far simpler to use your To-do section or work Kanban board to hone in and see whatever it is that makes sense to you at any time. You can get a true representation of what you need to work on, or the status of work across your entire team.

These are just some of an array of ways your team can use Karbon Automators to achieve this without you needing to do a thing. If your team has used Automators in any other creative ways to save time, we’d love to hear from you.