Go to Karbon English Français All Collections Advanced training Masterclass training Masterclass training Once you're familiar with the fundamentals, learn about our more advanced features and little unknown tips and tricks. Written by Andi Ancheta Updated over a week ago Take your account to the next level by learning more about these advanced features and unknown tips and tricks. Triage Mark an email as low priority Configure specific emails to skip triage Display the history of a full email thread while composing an email Choose what items appear in Triage Expanding or collapsing an email in a thread Changing the subject of an email Remove an unwanted or incorrect email address Opening an email attachment versus downloading an attachment Copying and pasting without formatting To-dos Filtering and Sorting your to-do list. Bulk update my To-do Which to-do period will an item appear in? How do I know when some to-do items are hidden? Viewing to-do items you have assigned to others The difference between due date, to-do period, status & last activity If I add a private email to my to-do list, will my colleagues see it? Work Moving tasks between work items Moving items to different work Client task setup guide Resetting a work item Downloading documents from a work item or contact Files and documents on Work Pin a note or an email to the top of a timeline Change the contact for a piece of work Make work private Workflow Sorting and filtering your Kanban board What data is carried across in a work schedule How far into the future does the work scheduler create work? Karbon's custom workflow worksheet Customize a work template Automators and Repeating Work Making changes to scheduled work Why does the status of some work items automatically change to ‘In Progress’? Bulk re-apply work templates Contacts Auto Share email to and from contacts How can I share or un-share communication with a contact? Managing couples and marriages or families Adding a client owner or client manager Client groups Merge two contacts What clients appear in My Contacts? Contact's preferred name Copy details from one contact card to another Did this answer your question? 😞 😐 😃 Karbon Articles Events Company Contact