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Karbon Team Training


Download your free Karbon Team Training template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Karbon Team Training' templateKarbon Team TrainingTeam Training — What we'll cover:2 AutomatorsTriageCompletedReplying, assigning, tagging, timelines and commentingCompletedEffectively Managing TriageCompletedWorkCompletedAnatomy of a work itemCompletedWork views for people and managersReady To StartDue TodayCreating a work item from a template and scheduling it to recurReady To StartDue TodayNotes and @ mentions to collaborate with teamReady To StartDue Today

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