Workflow & Automation

Learn the ins & outs of setting up and automating your workflow.

Ian Vacin avatar Andi Ancheta avatar
27 articles in this collection
Written by Ian Vacin and Andi Ancheta
FAQs

Can I edit the main workflow statuses?

Intuit Practice Management powered by Karbon includes five main workflow statuses, which cannot be edited.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

What statuses do work with no work type have?

All work flow statuses will be available for selection.
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Written by Andi Ancheta
Updated over a week ago

What is the Default Work Type?

Default Work types exist in Intuit Practice Management powered by Karbon to allow a structure to build your work off of based on work type.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Does every work item need a work type?

No, the default work type is None.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

What happens if I change work types and the new type doesn’t have same status?

If you change the work type on a piece of work and the new work type statuses are different it will default to the top level status.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Can I apply a work type in bulk to multiple work items?

You can apply a work type in bulk to affect multiple work items if you apply it to a recurring piece of work.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

How do I know when a Tasklist Automator is valid?

Once created, a Tasklist Automators will display in red or orange if there are any issues with it.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Why is a status not available for my task?

If you are trying to assign a task, email or note a certain status, but it isn't available, check your Task Status settings.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago