Workflow & Automation

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

Ian Vacin avatar Andi Ancheta avatar Erin Jamison avatar
30 articles in this collection
Written by Ian Vacin, Andi Ancheta, and Erin Jamison
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.
Andi Ancheta avatar
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