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:
Advanced workflows 1: Functional departments
Advanced workflows 2: Team management
Advanced workflows 4: Client management
Advanced workflows 5: Planning & tracking