Account Admins: a new Kerika Feature

April 25, 2022Kerika, Team CollaborationAccountKerika

An Account Owners can now designate other members of their Account Team to be Account Admins, which will allow these people to also manage the subscriptions and membership of that account. This can help where the actual ownership of the Kerika account is someone from outside the user community, like a purchasing department.

Managing Account Admins can be done from the Manage Account screen, by the Account Owner:

Screenshot showing Manage Account screen — Manage Account screen

Once you are in the Manage Users screen, select one of the Team Members on the account:

Screenshot showing Team Members listing

In the Team Member details dialog, select TAKE ACTION:

Screenshot showing Team Member Detail Dialog

And select Make this user an Account Admin:

Screenshot showing role options

There’s a confirmation step, since Account Admins have tremendous power over the Account:

Screenshot showing Confirmation Step — Confirmation Step

And your new Account Admin is set up:

Screenshot showing an Account Admin has been added — Account Admin Added

An Account Admin can set up other Team Members from that Account to also be Account Admins.

Account Admins have a lot of power over the Account; they can:

Access any board
Add people to, or remove from, any board
Change people’s roles on any board
Add people to the Account and buy subscriptions
Change the subscription plan

So be careful who you add as an Account Admin!

A change to our Privacy Policy

March 1, 2022KerikaMicrosoft, PrivacyKerika

We have updated our Privacy Policy because we have decided to use Microsoft Clarity, at least on an experimental basis, to understand better how visitors navigate our website.

Microsoft Clarity uses cookies (see here for more details), and you can reject or block them if you want; it won’t affect your use of the website or the app.

We have a lot of different website pages, but we still need a better understanding of how people actually view them, and which parts seem to be most important to our users.

Google Analytics provides some of that information, but not enough, and it looks like Microsoft Clarity will help us optimize our website content.

Let us know if you have any questions or concerns.

How to make sure someone sees your Chat

February 12, 2022Agile & Scrum, Kanban & Lean, UsabilityChat, Kanban, Notifications, Scrum, Task Board, Task Management, Usability, WorkflowKerika

With our latest update we have made it easy for you to ensure that someone on a board team always sees your chat message, even if they are not assigned to that card.

The old rule was that everyone who is currently assigned to a card would get new chat pushed to them as emails. Now, you can make sure someone gets that email notification right away, even if they aren’t assigned to a particular card:

Screenshot showing examples of directed chat — Directed chat

Using this feature is simple: just type the letter “@” anywhere in your chat message and Kerika offers all the matching suggestions:

Screenshot showing example of sending new chat — Sending new chat

“@All” lets you push your chat to every Board Admin and Team Member — something you should do only rarely to avoid annoying people!

Try this feature and let us know if we can improve it.

A simple weekly calendar

February 4, 2022Kanban & LeanTemplatesKerika

Here’s a simple template that you can use to plan your work week: for yourself, and the team.

Screenshot of simple template for Weekly Schedule — Click to view this template

How to use this template:

As tasks land on your desk through the day, add them as separate items (cards) in the left-most To Do column.
- At least once a day make sure everything in the To Do column is sorted by priority, with the most important items on the top of the column.
Every Monday plan out your week by dragging tasks from the To Do column to one of the days of the week (Monday, Tuesday, etc.)
When you plan your week, consider any deadlines for your tasks. Not all tasks will have firm deadlines, but if they do, you should open the task and set a due date.
1. Click on your face/avatar in the top-right corner of the app and use the Sync Calendar option to make sure your due dates from Kerika also show up in whatever calendar you use: Apple, Microsoft or Google. This needs to be done only once: after you connect your personal calendar with your Kerika account, any changes in due dates that you make in Kerika will automatically show in your calendar as well.
Consider whether this is a personal calendar or a team calendar: if you want to plan out the week for an entire team, add them as Team Members to this board by clicking on the Board Team button. This is a great way to keep an entire team in sync.
If you are using this as a team board, when you pick up tasks one by one make sure you set the status of each to In Progress, or whatever is relevant. This makes it easy for everyone on the team to know what’s happening, which is especially important in these days of remote work.
When a task completes, mark it as Done! If you decide that a task doesn’t make sense anymore (maybe it is no longer needed?) you can move it to the Trash.

At the end of the week, hopefully, everything in the Monday through Friday columns will be moved to Done.

At the beginning of the next week, you can repeat the process: pull items from the To Do column into the other columns as you plan your next week.

New tasks will, of course, show in the middle of the week: the best thing to do is add them to the To Do column unless they are urgent; this will help you and your team not get disrupted too often during the middle of the week.

Try this template and see if your workweek gets less hectic.

How to manage your Podcast Workflow

February 2, 2022TechnologyKerika

For our users who need to organize a podcast workflow we have a handy new template:

Screenshot showing Podcast Workflow template — Click to view this template

As with other marketing templates we have been building recently, this template comes with useful resources and checklists to make sure you don’t miss anything.

Screenshot showing example checklist — Example Checklist

Check out this template and let us know if we can improve it!

How to manage an Email Marketing Calendar

February 1, 2022Kanban & Lean, TutorialsMarketing, TemplatesKerika

Here’s another new marketing template for our users: a complete Task Board for folks that need to manage an email marketing calendar for their business or nonprofit.

Screenshot for Quarterly Email Marketing Calendar template — Click to view this template

As with all other templates we have been building, this one comes with tasks that are ready to go, with details of the work:

Screenshot showing Example Task — Example Task

Handy checklists of subtasks so you don’t miss anything:

And links to useful resources for completing the task:

Screenshot showing Example Attachments — Example Attachments

Check out this template and let us know if we can improve it!

How to manage your Job Search

January 31, 2022Kanban & Lean, TutorialsTemplatesKerika

We continue to add templates that we hope can help our users get more done with Kerika, and today it’s a Task Board Template for managing your job search:

Screenshot of template for Job Search — Click to view this template

Folks are changing jobs at a faster pace right now than we have ever seen, and while some people are highly organized and proficient at job searching, others can do with a little help, and that’s what we had in mind with this template.

Check it out and let us know if we can improve it!

How to Manage a Product Announcement

January 27, 2022Kanban & Lean, TutorialsMarketing, TemplatesKerika

We have a new template that is a very comprehensive checklist of all the activities that a product marketing manager needs to consider, when launching a new product:

Screenshot of template for a Product Announcement — Click to view this template

The tasks are grouped into stages, represented by columns:

Pre-Launch Prep: this includes tasks like finalizing the product name and starting outreach to media and analysts.
Creating Internal Prep Documents: tasks in this include creating a competitive analysis and jobs-to-be-done matrix.
Creating Internal Content: demo materials, talking points for sales team.
Creating External Content: prepping (but not launching!) the product video, website landing pages, etc.
Pre-launch Internal Training & Communications: training the sales and customer support teams.
Launch Day Execution: the big day! Pushing all the materials you had prepared to production.

To give credit where credit is due, this template is inspired by a blog post by Chris Orlob.

Check out this template and let us know how we can improve it!

How to Plan your Social Media Content

January 26, 2022Kanban & Lean, TutorialsMarketing, TemplatesKerika

Another Marketing template for our users: this time, for folks that need to plan and execute on a social media content strategy.

Screenshot of the Social Media Content Planner template — Click to view this template

You can use this advance your marketing goals using Facebook, Instagram, and Twitter.

This template comes with a bunch of useful resources, like this card on listing your Call-To-Actions (CTAs):

We have also provided sample task cards for managing your posts, like this one for posting on Facebook:

Screenshot of Task for Facebook Post — Task for Facebook Post

This task, like the others, also comes complete with a checklist of subtasks so you don’t miss anything:

Screenshot of Checklist for Facebook Post — Checklist for Facebook Post

These sample task cards can be easily duplicated as you move through your social media content strategy.

Check out this template and let us know what you think!

How to Plan a Virtual Marketing Event

January 25, 2022TechnologyKerika

Marketing events are all virtual these days, everywehere, as we all wait out the pandemic and try to figure out the shape of the “new normal”. To help our users who need to plan Virtual Marketing Events, we have a new template for you:

Screenshot of template for planning a virtual marketing event — Click to view this template

This is a very comprehensive template: it contains all the tasks you need to handle to make your virtual marketing event a success. Here’s an example of a task:

Screenshot showing an example task — Example Task

This template is rich in detail: tasks like this one also come with a checklist of subtasks to make sure you don’t overlook anything.

Screenshot showing an example checklist — Example Checklist

And links to useful online resources:

The workflow is straightforward: Pre-Planning → Launch Preparation → Promotions → Operations.

We are making a big push to increase the quantity and quality of templates so our users can get started faster on their boards, because at Kerika it’s all about “getting more done”.

Check out this template and let us know if you think we can improve it!

Get more done, with Kerika

Task Management for Remote Teams