Advanced workflows: Team collaboration


This third session in the advanced workflow management series explores techniques to work better together as a team. Learn how you can unite your team with effective communication channels and guidelines, and encourage collaboration to get the work done together.

Find out:

  • Communicating in Slack versus Karbon

  • Using comments: email, tasks and notes

  • @mentions and how to keep the right people in the loop

  • Actioning emails involving junior team members

  • How to complete internal reviews

  • Multi-person checklists


Advanced Workflows is a five-part series outlining the theory and best practices behind advanced workflow management, and how your firm can implement these using Karbon.

With the techniques and use-cases outlined in this series, you'll be equipped to take your Karbon usage to the next level—work better as a team, give your clients better service, and make some serious efficiency gains.

Other sessions: