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