Overview

This session will explore how Karbon can give 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, you’ll 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 reassigning work items and tasks if a team member is sick or on vacation

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

If you cannot attend at this time, register to receive a recording.