Karbon’s Kanban board gives you a visual snapshot of everything across your firm. When you use it to its full potential it can help you track the progression of jobs, identify bottlenecks and ensure nothing is falling through the cracks.
And perhaps the most powerful part of the Kanban board is its flexibility. Filters and sorting options allow you to customize and create a dashboard that will provide answers across almost anything regarding your firm’s workflow.
In this video, Ian shares best practices for building the most useful and impactful Kanban dashboards.
Watch the video to learn:
The most popular work dashboards created by Karbon customers
Other less common dashboards that you may not have thought of
How to build and save each one using filters and sorting
How to share your favorite work dashboards with team members
Other advanced tips to get the most out of Kanban in Karbon and supercharge your workflow
Co-Founder & Chief Partnerships 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.