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Where to Start in Karbon?

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Download your free Where to Start in Karbon? template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Where to Start in Karbon?' templateWhere to Start in Karbon?Getting started — Populate your Kanban work board2 AutomatorsSign-up for our free, group onboarding training to get up and running quickly — https://karbonhq.com/group-onboarding…CompletedSetup your account with our suggested Setup Checklist - https://help.karbonhq.com/en/articles/4343756-setup-checklistCompletedCreate a customized template for a service you offer your clients (i.e. Payroll, Monthly Accounting, etc.)CompletedGet confident with your first customized work template. Request a free work template review from a Karbon expert.CompletedUpload your contact data for import into Karbon at — https://www.dropbox.com/request/1DP6IPFdGKHZELZm2ombCompletedCreate work from a template — https://help.karbonhq.com/en/articles/1524608-create-workReady To StartDue TodayPut your work on a repeating schedule — https://help.karbonhq.com/en/articles/1524589-schedule-workReady To StartDue TodayLearn How Karbon Works

This is Karbon's one week step-by-step tutorial to learn how to request, build, customize and get an expert review of your work templates.

You will:

  • Learn how to leverage the best practice templates already provided in your account and/or request additional ones.
  • Build your first customized work template to represent your process within Karbon (from scratch or from a pre-existing template).
  • Get a free expert review of your first customized work template to give you confidence in building additional ones.
  • Learn how to create work from work templates to populate your kanban work board within Karbon.
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  • .XLSX File

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Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling