Best practices for managing your team

Ian VacinChief Customer Officer, Karbon
 

This video explores how Karbon gives you complete visibility and control over what your team is working on and their progress.

Based on techniques implemented by other best-in-class businesses, learn best practices to:

  • Set up Teams

  • Create work dashboards to view the jobs and activities that matter to your team

  • Use work filters to hone in on work and see how it’s progressing at-a-glance.

  • Review the status of tasks that you assign to team members

  • Maintain visibility on a client and their work

  • Use advanced fields including client owner, client manager and work assignee

  • View and re-assign work items and tasks if a team member is sick or on vacation

By following the steps outlined in this video, you’ll always have a finger on the pulse of your team’s progress, from the high-level to the granular.

Ian Vacin
Chief Customer Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.