Company looking to transition to, looking for automations and template building expert

Hi there,

We’re about to transition to and looking for a consultant or expert to help shepherd us through an onboarding and implementation.

Looking to:

  • Create templated boards for the team to use for project and task management
  • Build out automations to link different types of boards together
  • Create dashboards and rollup views for team managers or leadership to see projects at a glance (projects on schedule/behind schedule/budgeting/team workload)

Please reach out if you can work with us to build our bulletproof workflow!

Hey there @DTENJackson,

Welcome to the community! It is always exciting to hear how new users want to tailor the platform to their needs. CarbonWeb is partnered with and has been working with companies to create their ideal workflows component-by-component.

I think what you’re looking for can all be accomplished fairly easily and I’d be happy to see how my team can help.

Please schedule a consultation with me here: Consultation - Ricky

Good luck as you setup your environment!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email :

Hey Ricky,

Thanks for your reply! I’ll connect with you via PM.


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Thanks for your prompt response.

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