This training template is designed to give you a greater understanding of how you can use Karbon to maximize your workflows.

It guides you through:

• Creating and using templates to automate and customize your workflows
• Streamlining your client communication with Client Tasks
• The basics of using the repeat work scheduler to optimize your SOPs

This training is ideally a follow-up from the Karbon Champion Training and will take a full 60-minutes.

To learn how to use this template in action, watch this short video