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Karbon is a collaborative work management platform designed specifically for accounting firms and other professional service providers. It brings together email, discussions, tasks, and workflows into one unified workspace, enabling teams to collaborate seamlessly and manage their work efficiently.
In this session, we will delve into the world of Karbon and explore various tips and tricks that can help you streamline your processes, boost productivity, and achieve better outcomes. We will specifically focus on this key topic areas:
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Effective Triage Practices with Karbon
The process of quickly assessing and prioritising tasks and emails to ensure that nothing falls through the cracks. Karbon provides features that can help you streamline your triage process and stay on top of your workload.
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Managing To-Do Lists in Karbon
Keeping track of your to-do list is crucial for staying organized and productive. Karbon offers a range of features to help you manage your tasks effectively.
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Distinguishing Between Work Tasks and Client Tasks with Karbon
Differentiating between work tasks and client tasks is essential for effective project management and resource allocation. Karbon offers features that can help you maintain clear boundaries and ensure efficient task execution.
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Watch a recording of this session below.
