Karbon Team Training
Download your free Karbon Team Training template to personalize and use in your bookkeeping or accounting firm.
This template will help you and your team understand how to collaborate in Karbon.
In this 60-min training session, you will be guided though:
- Effectively managing Triage (including replying, assigning, tagging and commenting)
- Work items (including creating recurring work from templates)
- Your To-do list (covering best practices for viewing your assignments)
This training is a follow-up from the Karbon Workflow Training.
To learn how to use this template in action, watch this short video.
Download the Template
Download your Karbon Team Training template now.
- .XLSX File
Add to Karbon
Get more out of this template by adding it to Karbon, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling