We made it easier to find tasks on boards with unread updates, particularly boards with a lot of columns where something may be out of view.
Orange arrows will show up on the left or right edge of your viewport, on desktop and mobile, if there is card with an orange highlight, indicating that something change about the card (including its position):
Clicking on the orange arrow will immediately scroll the viewport to bring the hidden update into view. It’s a nice little feature to make sure you don’t miss anything that you team does!
We have made the AI Helper more transparent now, which we believe will help you understand what it does, and why that can sometimes take time.
Under every response from the AI Helper you can see the steps it took. Here’s an example:
(This particular example was us patching the PHP running our blog, to fix the notorious CVE-2026-109618 and CVE-2026-109619 vulnerabilities. We don’t use PHP anywhere in the Kerika code base, but we use WordPress for our blog and WordPress is built using PHP.)
When you have a task (card ) details open, you can swipe left to right to switch between the tabs:
When you open a task on your phone, it opens to the DETAILS tab by default. Swipe right and you will get to the next tab (CHECKLIST); swipe again and you will get to CHAT.
You can go back the same way by swiping left. And when you swipe left from the DETAILS tab, it will close the task details and return you to the board view.
When we first designed our mobile app we assumed that people would be using Kerika primarily on the desktop, and only occasionally on mobile phones. That assumption is not true: increasingly we are seeing new users who are “mobile-first”.
This has prompted us to make a bunch of small improvements to our mobile app, mainly to make sure as much of the desktop functionality is available on the phone as well.
You can now copy a task card as markdown, to make it easier to input that into an AI service.
You can now easily switch between the tabs of a task details dialog (Details, Chat, Attachments, etc.) using a swiping gesture.
One thing that’s still not supported, and probably never will be, is buying subscriptions using a phone. That’s because both Google and Apple charge outrageous commissions for purchases made from a phone, which is why even giant companies like Netflix don’t support purchases directly from a phone.
In our latest update to the Kerika app, on desktop and mobile, we have made the AI Helper even more helpful. Previously it would provide only guidance: it would suggest ways you could improve individual tasks or boards, but it would leave it to you to make all the changes.
Now, it can do that work for you: ask it to create a task for you, for example, and it can do so very well — complete with all the relevant details. Here’s an example of creating a new task, and then asking the AI Helper to move it:
Before acting, the AI Helper lets you preview each change and decide whether to approve or reject them. Here’s an example, from start to finish:
First, the user uses one of the “quick action” shortcuts that show up when you start a new chat in the AI Helper, in this case the one that asks the AI Helper to suggest adding any cards that may be missing from a board:
The AI Helper takes a look at the entire board and then makes a suggestion:
When the user tells the AI Helper to proceed, Kerika lets the user see exactly what would be added and where:
In this example, only a single change is being made; if there were multiple changes being made the user could preview each one and accept or reject changes individually. The new card that’s being added to this Task Board is also highlighted, in the bottom left corner of the board.
The user can open the new (suggested) task to make sure it meets their requirements:
Buttons are shown for ACCEPT and REJECT.
The AI Helper can work with all aspects of a Task Board including its settings, as shown in this example:
The suggestions are shown as links you can click on (“Board Settings”) in the example above.
Clicking on the link opens the relevant dialog and lets you review the proposed changes if you would like to:
If you reject the AI Helpers suggestion, that’s noted in the chat stream:
We have made a small change to how Tag preferences are handled: previously they were set at the Board level, by individual Board Admins, but now they are set at the Account level by Account Owners and Account Admins.
This can be done by going to your Manage Account page and selecting the OTHER SETTINGS tab:
Launching a new venture often feels like navigating a maze of state regulations, complex filings, and fragmented logistics. For many entrepreneurs, the friction of managing administrative hurdles can stall a great idea before it even gets off the ground. This is especially true in Wyoming, a state renowned for its zero state income tax and robust privacy laws, yet one that requires meticulous attention to compliance to maintain those very benefits.
Our “Starting a New Business in Wyoming” template is designed to eliminate this friction by providing a structured, visual workspace that guides you through every necessary step. We have simplified the process of tracking filing deadlines and compliance risks so you can focus on building your brand. But don’t worry, this guide is here to help!
Ready to launch your Wyoming venture with confidence? Let’s get started!
1. Who Can Use This?
This template is built to support the various professionals and founders involved in the business formation process:
Aspiring Entrepreneurs: Individuals ready to turn a business idea into a legal entity in Wyoming using a clear, professional roadmap.
Small Business Owners: Those expanding operations into Wyoming who need to ensure all state-specific compliance steps are met correctly.
Legal and Financial Advisors: Professionals assisting clients with the administrative hurdles of business formation and entity registration.
Distributed Founding Teams: Partners working across different locations who need a “single source of truth” to track their launch progress in real-time.
2. What it includes?
The Wyoming Business Startup template provides a comprehensive layout to manage your launch from conception to compliance:
A Six-Column Workflow: Your progress is tracked through the Pre-Launch Planning, Legal Formation, Financial Setup, Operational Readiness, Post-Launch Activities, and Completed columns.
Foundational Planning Tasks: Pre-configured cards help you organize your strategy, including Conduct Market Research and Feasibility Analysis, Develop Comprehensive Business Plan, Calculate Startup Costs and Funding Needs.
Legal and Registration Milestones: The template guides you through critical state requirements. Crucially, these cards include direct links to the Wyoming Secretary of State resources to ensure your filings are accurate. Key cards include Select and Register Business Name, Form Business Entity with Wyoming, Appoint Registered Agent, Draft Operating Agreement or Bylaws
Operational and Financial Essentials: Detailed cards are provided for high-priority logistics including Obtain Federal EIN, Open Business Bank Account, Obtain Required Licenses and Permits, Obtain Business Insurance Coverage.
3. When You Should Use This?
This workspace provides the most value when organization and security are critical to your business success:
Navigating Wyoming-Specific Requirements: Use this template when you need a structured path to handle state-level obligations. This includes essential Post-Launch tasks like the File Annual Report with Wyoming card, ensuring your business stays in good standing long after the initial filing.
Managing Remote Launch Teams: If your partners or staff are spread across different locations, Kerika handles time zone adjustments automatically and provides a visual workspace so everyone stays in sync regardless of geography.
Ensuring Data Sovereignty and Security: For founders with strict IT security needs, Kerika is the only task management tool that stores your documents in your own Google Drive, OneDrive, or Box account, leaving file ownership and data sovereignty entirely with you.
4. How To Use It?
Managing your startup process is straightforward when you follow these active steps:
Check the READ ME Cards: Every column begins with a READ ME card. Always check these first, as they contain specific rules and criteria that must be met for that stage of the startup process.
Advance the Workflow: Move cards through the columns only when the specific criteria are met for example, moving from Legal Formation to Financial Setup only once your entity is officially recognized.
Utilize the CHECKLIST Tab: Open every card and use the CHECKLIST tab to manage sub-tasks. Checking these off one-by-one ensures that no detail, such as a specific permit or filing fee, is overlooked.
Manage Documents via the ATTACHMENTS Tab: Upload your filings, business plans, and EIN confirmations directly to the relevant cards. This keeps your essential documents in one secure place, linked directly to the tasks they support.
Conclusion
Using the Kerika Wyoming Business Startup Template ensures your new venture is built on a foundation of organized, professional preparation. Because Kerika integrates seamlessly with Google Workspace and Microsoft 365, managing access is both simple and secure.
One of the most powerful features for a growing startup is that when you change a user’s role in Kerika, their file access in your cloud storage is updated instantly. Founders can grant different access levels based on roles: give partners “read+write” access to build the business together, while providing advisors or visitors “read-only” access to review progress. By moving to a visual board, you eliminate messy email chains and keep your entire team focused on a successful launch.
Need Something Different?
If this template isn’t exactly what you need, let us know at support@kerika.com, and we will create a custom version for you, free!
Launching a business in Wisconsin is an exciting milestone, but the initial logistical hurdles can be daunting. Navigating the specific registration requirements of the Department of Financial Institutions (DFI), managing various tax accounts, and ensuring local permit compliance often feels like wading through endless red tape. This administrative overhead is a common friction point that can distract you from what matters most: building your brand and serving your customers.
But don’t worry, this guide is here to help! The Wisconsin Business Startup template provides the visual, structured workspace you need to manage these moving parts effectively. By transforming a complex list of state mandates into a clear, manageable roadmap, you can reclaim your time and focus on growth.
Ready to launch your Wisconsin venture? Let’s get started!
1. Who Can Use This?
This template is designed to support the diverse needs of founders and their professional support teams:
Solo Entrepreneurs: Individuals who need a clear, step-by-step path to navigate the jump from a business idea to a fully registered legal entity.
Partnerships and Legal Teams: Collaborative groups that require a “single source of truth” while Drafting Operating Agreements or Bylaws.
Administrative Leads: Professionals responsible for the heavy lifting of securing Wisconsin state permits and ensuring local zoning compliance.
Distributed Founding Teams: Partners working from different locations who need real-time updates on the status of state filings and registration.
2. What it includes?
The template provides a comprehensive, pre-configured framework based on Wisconsin’s specific business and financial requirements:
A Six-Column Workflow: Your progress is tracked through the Business Formation, Registration & Licensing, Tax & Financial Setup, Employment & HR, Ongoing Compliance, and Completed columns.
State-Specific Registration Tasks: The board includes pre-configured cards for essential steps such as Choose Business Structure and Register with WI Department of Financial Institutions and Register Trade Name If Applicable.
Financial & Tax Foundations: Dedicated cards are provided for Register for Wisconsin Tax Accounts, Open Business Bank Account, and Set Up Business Accounting and Bookkeeping.
Federal and Local Compliance: Manage broader requirements with dedicated cards for Obtain Federal Employer Identification Number (EIN) and Verify Zoning Compliance and Obtain Local Permits.
HR and Insurance Requirements: Stay compliant with employment laws using cards to manage Register for Unemployment Insurance, Obtain Workers’ Compensation Insurance, and Comply with Wisconsin Labor Laws.
Official Documentation Resources: Every card is designed to host the necessary WI government resources, providing seamless access to official state paperwork directly within your workflow.
3. When You Should Use This?
Using this structured workspace is particularly valuable for any organisation operating in high-stakes environments where oversight is critical:
Initial Formation Phase: Use this template when you require a repeatable, reliable process to ensure you never miss a state-level deadline, a mandatory filing fee, or an annual report with the DFI.
Scaling the Team: This is the ideal tool when you begin the transition from a solo venture to an employer. It helps you manage the complexities of Unemployment Insurance and Workers’ Comp without losing track of your legal obligations.
Secure Document Management: When handling sensitive legal documents, security is paramount. Kerika is the only task management tool that ensures you maintain full ownership of your data by storing files directly in your own Google Drive, OneDrive, or Box account.
4. How To Use It?
Follow these steps to move your business from concept to reality:
Initiate Your Board: Start by loading the template and reviewing the READ ME cards at the top of every column. These cards contain the specific “rules” and criteria that must be met before a task can be moved to the next stage.
Assemble Your Team: Invite your partners or legal advisors to the board. Start assigning specific registration tasks to ensure clear accountability across the team.
Include Stakeholders: If you are working with external consultants or accountants, add them as ‘Visitors.’ This grants them read-only access to compliance documents without allowing them to alter your workflow.
Methodically Progress: Move cards from Business Formation through to Ongoing Compliance only when the specific Wisconsin state-specific criteria defined in the READ ME cards have been fully met.
Facilitate Communication: Use the card comments feature to discuss specific Wisconsin Department of Financial Institutions requirements, keeping all relevant conversations linked to the specific task.
Monitor Advancements: Use the CHECKLIST tab within each card to track vital sub-tasks, such as the individual steps required for EIN filing or local permit applications.
Conclusion
By adopting a visual board for your Wisconsin startup, you can eliminate messy email chains and ensure every stakeholder is perfectly aligned. Kerika’s seamless integration with Google Workspace and Microsoft 365 ensures that as your team grows or roles change, access rights are updated instantly.
Starting a business is a significant undertaking, but with the right tools, you can ensure your venture is built on a foundation of professional, organised preparation. We wish you the very best of luck with your new Wisconsin business journey!
Need Something Different?
If this template isn’t exactly what you need, let us know at support@kerika.com, and we will create a custom version for you, free!
Launching a new venture in the Mountain State is an exciting milestone. However, the initial logistical hurdle of navigating state-specific regulations can often feel like a climb up Spruce Knob. Between the legal filings and tax registrations required by the WV One Stop Business Portal, the administrative friction can quickly dampen your entrepreneurial spirit. But don’t worry, this guide is here to help you navigate the complexity with ease.
We designed this template to provide a visual, structured workspace that bridges the gap between a business idea and a fully registered entity. It serves as your command center, ensuring no regulatory detail is overlooked while you build your foundation.
This template transforms a daunting checklist into a manageable, transparent workflow for your entire team. Ready to turn your West Virginia business dream into reality? Let’s get started!
1. Who Can Use This?
First-Time Entrepreneurs: This is for those needing a clear, step-by-step roadmap. You can navigate West Virginia’s unique multi-agency registration process without getting lost in the paperwork.
Legal and Financial Advisors: Professionals like lawyers or CPAs can use this to manage the formal assembly of Articles of Organization or Operating Agreements. It keeps client communications organized and professional.
Business Partners: Co-founders require a “single source of truth” to track progress. This ensures everyone is aligned on what has been filed with the Secretary of State and what is still pending.
2. What it includes?
The West Virginia Business Template provides a comprehensive starting point with a pre-configured layout based on specific state requirements:
Planning & Research: Focus on the groundwork of your venture. This includes Choose Business Structure, Research West Virginia Business Resources, Develop Business Plan, Check Business Name Availability, and Designate Registered Agent.
Business Registration: This column handles your formal legal establishment. It features File Articles of Organization (LLC), File Articles of Incorporation (Corporation), and Create Operating Agreement or Bylaws.
Tax & Licensing: Manage the state’s specific tax and permit requirements. Cards include Register for West Virginia Business Registration Tax, Obtain Federal Employer Identification Number (EIN), Register for West Virginia State Taxes, Apply for Business Licenses and Permits, and Register for Unemployment Insurance.
Compliance & Operations: Build a sustainable foundation with Register for Workers’ Compensation Insurance, Open Business Bank Account, Set Up Business Accounting System, Obtain Business Insurance, and Establish Recordkeeping System.
Growth & Maintenance: Stay in good standing with the state long-term. This section includes File Annual Report and Maintain Compliance Calendar.
3. When You Should Use This?
Navigating State Portals: Use this when you feel overwhelmed by the WV One Stop Business Portal. While the portal is a filing system, Kerika is a project management system. It lets you track exactly what has been submitted versus what is pending with a visual clarity that state websites lack.
High-Stakes Compliance: Organization is vital when handling sensitive documents like tax IDs. Kerika is the only task management tool that stores documents directly in your own Google Drive, OneDrive, or Box account. Your sensitive filings stay under your own IT control, not on a third-party server.
Team Collaboration: Use this when multiple stakeholders lawyers, accountants, and founders need to coordinate. It prevents document version confusion and ensures everyone is working from the same draft.
4. How To Use It?
Initiate Your Board: Open the template and review the READ ME cards at the top of each column. These contain the specific “rules of the road” and criteria for each registration phase.
Assemble Your Team: Invite your co-founders and advisors to the board. This centralizes your launch efforts and ensures everyone has immediate access to the plan.
Include Stakeholders: Add external partners like your accountant to specific cards. They can upload certifications or review filings directly within the workspace.
Methodically Progress: Move cards from Planning through to Tax & Licensing only when tasks are marked “Ready.” This disciplined flow ensures no legal step is skipped.
Facilitate Communication: Use the CHECKLIST tab on cards to manage granular sub-tasks, such as local permit requirements. Use the built-in chat to eliminate messy email chains.
Monitor Advancements: Use the visual Kanban layout to see your progress at a glance. You will know exactly what is completed and what requires your immediate attention.
Conclusion
By adopting a visual workspace, you eliminate fragmented communication and provide your team with a clear roadmap. Kerika’s seamless integration with Google Workspace and Microsoft 365 ensures your files remain secure and accessible.
By using a visual board, you ensure your West Virginia startup maintains the highest professional standards from day one.
Need Something Different?
If this template isn’t exactly what you need, let us know at support@kerika.com, and we will create a custom version for you, free!
