Intuit Practice Management powered by Karbon makes use of teams to work the way your firm does.
You can add and manage Teams, which will let you filter your Kanban view to only show Work that is assigned to team members, giving managers a view of what’s most important to them and to make it easier to report on team project work.
In Settings > Colleagues > Teams you can add the teams within your firm.
Within each Team, you can add as many sub-teams as you need. From each team and sub-team, you can add Team members.
Once teams are setup, you will be able to filter your Kanban view to only show Work that is assigned to team members, giving managers a view of what’s most important to them.
Best practice tips:
- Start by structuring your teams like the departments or functional groups you already have within your firm.
- Remember, a colleague can be in any number of teams and sub teams. Therefore, you can represent reporting relationships and how people interact within and across teams.
- However, when using teams to review work in Intuit Practice Managements Kanban, all work for all team members will be shown. Thus, be careful of your inclusion of managers and partners within a given team since their collective work will also be included.