Best practices for managing your team

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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.