Your workspace should work for you, not the other way around. Customization options allow you to tailor everything from background colors to notifications and whiteboard tools, helping you stay organized and productive.
To start personalizing your workspace, you’ll need to access the Preference Settings in your account. Here’s how:
Click on your Profile Icon in the top-right corner of the screen.
Select My Preferences from the dropdown menu.
These settings let you create an experience that fits your unique work style. Now that you know how to access the settings, let us guide you step by step how you can use each customization option.
How It Works: Adjusting Preferences
Preferences are typically grouped into three main categories: General, Notifications, and Whiteboard. Each section provides straightforward options designed to enhance your workflow and optimize your experience.
Here’s a closer look at how these settings work:
General Settings: Make Your Workspace Yours
Background Color: ● Choose a background color that’s easy on your eyes and suits your style
● Pick from a variety of options to make your workspace visually appealing.
Use Tags for Task Boards ● Enable this feature to automatically include tags on new task boards and templates you create.
● Helps you stay organized and categorize tasks effortlessly.
The Benefits: Customizing the visual aspects of your workspace makes it feel more intuitive and less cluttered, helping you stay focused.
Notifications: Stay in the Loop Without Overloading
Chat Notifications ● Get emails when there’s board-level chat or when someone chats on a task you’re involved in.
Activity Updates for Admins ● Receive notifications when new tasks are added, completed, or reassigned on boards you administer.
Daily Task Reminders ● Opt for a daily email summary sent at 6 AM, showing overdue tasks and those due this week or next.
● Group tasks by date or board for easy tracking.
The Benefits: With flexible notifications, you can stay informed about what matters most without getting bombarded by unnecessary updates.
Whiteboard Settings: Streamline Your Creative Process
Lines and Shapes ● Set default line styles, thickness, and colors to create clean, consistent visuals.
Text on Canvases ● Choose your preferred font style, size, and color for a polished look.
Grid Options ● Enable snapping to grid and set the grid size to keep your designs aligned and professional.
The Benefits:
These settings make whiteboards perfect for brainstorming, planning, or designing, ensuring your work looks great and stays organized.
Wrap Up
Whether it’s adjusting visual elements, tailoring notifications, or streamlining creative tools, these options are designed to enhance your productivity and keep your work environment organized. Taking a few moments to personalize your settings can lead to a more efficient and enjoyable experience every day.
Your workspace should work for you, not the other way around. Customization options allow you to tailor everything from background colors to notifications and whiteboard tools, helping you stay organized and productive.
To start personalizing your workspace, you’ll need to access the Preference Settings in your account. Here’s how:
Click on your Profile Icon in the top-right corner of the screen.
Select My Preferences from the dropdown menu.
These settings let you create an experience that fits your unique work style. Now that you know how to access the settings, let us guide you step by step how you can use each customization option.
How It Works: Adjusting Preferences
Preferences are typically grouped into three main categories: General, Notifications, and Whiteboard. Each section provides straightforward options designed to enhance your workflow and optimize your experience.
Here’s a closer look at how these settings work:
General Settings: Make Your Workspace Yours
Background Color: ● Choose a background color that’s easy on your eyes and suits your style
● Pick from a variety of options to make your workspace visually appealing.
Use Tags for Task Boards ● Enable this feature to automatically include tags on new task boards and templates you create.
● Helps you stay organized and categorize tasks effortlessly.
The Benefits: Customizing the visual aspects of your workspace makes it feel more intuitive and less cluttered, helping you stay focused.
Notifications: Stay in the Loop Without Overloading
Chat Notifications ● Get emails when there’s board-level chat or when someone chats on a task you’re involved in.
Activity Updates for Admins ● Receive notifications when new tasks are added, completed, or reassigned on boards you administer.
Daily Task Reminders ● Opt for a daily email summary sent at 6 AM, showing overdue tasks and those due this week or next.
● Group tasks by date or board for easy tracking.
The Benefits: With flexible notifications, you can stay informed about what matters most without getting bombarded by unnecessary updates.
Whiteboard Settings: Streamline Your Creative Process
Lines and Shapes ● Set default line styles, thickness, and colors to create clean, consistent visuals.
Text on Canvases ● Choose your preferred font style, size, and color for a polished look.
Grid Options ● Enable snapping to grid and set the grid size to keep your designs aligned and professional.
The Benefits:
These settings make whiteboards perfect for brainstorming, planning, or designing, ensuring your work looks great and stays organized.
Wrap Up
Whether it’s adjusting visual elements, tailoring notifications, or streamlining creative tools, these options are designed to enhance your productivity and keep your work environment organized. Taking a few moments to personalize your settings can lead to a more efficient and enjoyable experience every day.
Ang mahusay na pamamahala ng proyekto ay ang backbone ng paghahatid ng mga matagumpay na resulta. Nagdidisenyo ka man ng website, naglulunsad ng produkto, o nakikipag-ugnayan sa isang kumplikadong pagsisikap sa pag-unlad, tinitiyak ng isang structured na diskarte na ang lahat ng gawain ay nakahanay, natutugunan ang mga timeline, at nananatiling may kaalaman ang mga stakeholder.
Ang gabay na ito ay nagtuturo sa iyo sa mga mahahalagang hakbang sa pag-master ng pamamahala ng proyekto, pagbibigay ng mga naaaksyunan na diskarte upang i-streamline ang mga daloy ng trabaho, pagyamanin ang pakikipagtulungan, at subaybayan ang pag-unlad.
Kapag naunawaan mo na ang mga pangunahing kaalaman, makikita mo kung paano mabibigyang buhay ng isang visual na tool ang mga prinsipyong ito, na tumutulong sa iyong koponan na manatiling nakatuon at produktibo.
Mahahalagang Hakbang para Bumuo ng Epektibong Daloy ng Pamamahala ng Proyekto
Tinitiyak ng isang malakas na daloy ng trabaho sa pamamahala ng proyekto na ang mga gawain ay nakumpleto nang mahusay, ang mga deadline ay natutugunan, at ang pakikipagtulungan ng koponan ay tumatakbo nang maayos.
Narito ang mga pangunahing hakbang upang bumuo ng isang maaasahang proseso ng pamamahala ng proyekto:
1. Tukuyin ang Malinaw na Layunin at Layunin
Ang bawat matagumpay na proyekto ay nagsisimula sa malinaw, mahusay na tinukoy na mga layunin. Ang pag-unawa sa kung ano ang nilalayon mong makamit ay nagpapanatili sa team na nakatutok at nakahanay sa buong ikot ng buhay ng proyekto.
Mga Pangunahing Aksyon:
Magsagawa ng mga pagpupulong ng stakeholder upang iayon sa mga layunin ng proyekto.
Hatiin ang mga layunin sa masusukat na mga maihahatid gamit ang SMART na balangkas (Tiyak, Masusukat, Maaabot, May Kaugnayan, Nakatakda sa Oras).
Idokumento ang mga layuning ito sa isang sentralisadong lokasyon upang matiyak ang visibility ng koponan.
2. Bumuo ng Detalyadong Plano ng Proyekto
Ang isang komprehensibong plano ng proyekto ay nagsisilbing isang roadmap, na binabalangkas ang mga gawain, mga timeline, at mga dependency. Tinitiyak nito na nauunawaan ng bawat miyembro ng pangkat ang kanilang tungkulin at responsibilidad.
Mga Pangunahing Aksyon:
Gumamit ng mga Gantt chart para i-map out ang mga timeline at mga dependency sa gawain.
Tukuyin ang mga milestone at mga deadline upang masubaybayan ang pag-unlad nang epektibo.
Maglaan ng mga mapagkukunan batay sa pagiging kumplikado ng gawain at kadalubhasaan ng koponan.
3. Magtalaga ng mga Tungkulin at Pananagutan
Ang pagtukoy sa mga tungkulin ay nagsisiguro ng pananagutan at nag-aalis ng kalituhan tungkol sa kung sino ang responsable para sa bawat gawain. Ang isang RACI matrix (Responsable, Accountable, Consulted, Informed) ay maaaring makatulong.
Mga Pangunahing Aksyon:
Magtalaga ng mga tungkulin batay sa mga indibidwal na kasanayan at mga pangangailangan ng proyekto.
Malinaw na makipag-usap sa mga responsibilidad sa panahon ng mga pulong ng koponan o mga sesyon ng kickoff.
Hikayatin ang feedback upang matiyak na ang mga responsibilidad ay ibinahagi nang patas.
4. Unahin at Hatiin ang mga Gawain
Ang paghahati-hati sa proyekto sa mas maliit, mapapamahalaang mga gawain ay nagsisiguro na walang aspeto ng gawain ang hindi napapansin. Nakakatulong ang pagbibigay-priyoridad na ituon ang mga pagsisikap ng koponan sa kung ano ang pinakamahalaga.
Mga Pangunahing Aksyon:
Ikategorya ang mga gawain ayon sa pagkaapurahan at kahalagahan gamit ang mga diskarte sa pag-prioritize tulad ng Eisenhower Matrix.
Hatiin ang mga kumplikadong gawain sa mas maliliit na subtask na may malinaw na mga deadline.
Gumamit ng mga tool para subaybayan ang pag-usad ng gawain at panatilihing updated ang lahat.
5. Pagyamanin ang Kolaborasyon at Komunikasyon
Ang bukas at transparent na komunikasyon ay kritikal para sa epektibong pamamahala ng proyekto. Tinutulungan nito ang mga koponan na manatiling nakahanay, lutasin ang mga salungatan, at tiyaking nasa tamang landas ang pag-unlad.
Mga Pangunahing Aksyon:
Mag-set up ng mga regular na pagpupulong (hal., araw-araw na stand-up o lingguhang check-in) para suriin ang pag-unlad at tugunan ang mga hadlang sa kalsada.
Hikayatin ang mga miyembro ng team na magbahagi ng mga update at feedback sa real-time.
Gumamit ng mga collaborative na tool upang isentro ang mga desisyon sa komunikasyon at dokumento.
6. Subaybayan ang Progreso at Isaayos ang mga Plano
Ang pagsubaybay sa pag-unlad ng proyekto ay nakakatulong na matukoy ang mga potensyal na panganib at mga bottleneck bago ito lumaki. Ang regular na pagsubaybay ay nagbibigay-daan para sa mga pagsasaayos upang mapanatili ang proyekto sa kurso.
Mga Pangunahing Aksyon:
Gumamit ng mga KPI (Mga Key Performance Indicator) gaya ng porsyento ng pagkumpleto ng proyekto, pagsunod sa badyet, at paggamit ng mapagkukunan.
Magsagawa ng mga pana-panahong pagsusuri upang muling suriin ang mga layunin at timeline.
Gumawa ng mga contingency plan upang matugunan ang mga hindi inaasahang hamon.
7. Suriin at Idokumento ang mga Pagkatuto
Pagkatapos makumpleto ang proyekto, suriin ang tagumpay nito sa pamamagitan ng pagsukat ng mga kinalabasan laban sa mga paunang layunin. Ang pagdodokumento ng mga natutunang aralin ay nakakatulong na mapabuti ang mga daloy ng trabaho sa hinaharap.
Mga Pangunahing Aksyon:
Magdaos ng pagsusuri pagkatapos ng proyekto upang talakayin kung ano ang naging maayos at kung ano ang maaaring mapabuti.
Mangolekta ng feedback mula sa lahat ng stakeholder upang matukoy ang mga kalakasan at kahinaan.
I-update ang mga standard operating procedure (SOP) batay sa mga natuklasan.
Paggamit ng Mga Tamang Tool para Bumuo ng Workflow sa Pamamahala ng Proyekto
Bagama’t ang pag-master ng mahahalagang hakbang ng pamamahala ng proyekto ay susi, ang pagpapatupad ng mga hakbang na iyon ay epektibong nangangailangan ng mga tamang tool. Ang isang maaasahang sistema ng pamamahala ng gawain ay maaaring tulay ang agwat sa pagitan ng teorya at pagpapatupad, na tinitiyak na ang mga proyekto ay hindi lamang maayos ngunit naaaksyunan din.
Ang tamang tool ay nag-streamline ng delegasyon ng gawain, pagbibigay-priyoridad, at pakikipagtulungan, na nagbibigay-daan sa iyong team na manatiling nakatuon at makapaghatid ng mga resulta sa oras.
Ang demo board sa ibaba ay nagpapakita ng isang mahusay na daloy ng trabaho sa pamamahala ng proyekto sa pagkilos. Ang board na ito ay biswal na kumakatawan sa mga gawaing umuusad sa mga yugto gaya ng “Diskarte sa Proyekto,” “Disenyo ng Proyekto,” “Pagpapaunlad,” at “Pagsubok,” na tinitiyak na walang nahuhulog sa mga bitak.
Sa pamamagitan ng pagsentro sa impormasyon, pagsubaybay sa pag-unlad sa isang sulyap, at pagtukoy ng mga bottleneck, nagbibigay ang workspace na ito ng malinaw at naaaksyunan na pangkalahatang-ideya ng iyong proyekto.
Ngayon, sumisid tayo nang mas malalim sa demo board na ito at unawain kung paano nagtutulungan ang bawat seksyon upang lumikha ng isang mahusay na sistema ng pamamahala ng proyekto na idinisenyo para sa tagumpay.
Makikita mo sa larawan sa itaas kung paano inaayos ng team na ito ang kanilang workflow gamit ang isang board na nagpapasimple sa pamamahala ng proyekto. Ito ay dinisenyo upang pangasiwaan ang bawat yugto ng proseso.
Tingnan natin ang board ng team na ito para maunawaan kung paano nag-aambag ang bawat feature sa isang epektibong sistema ng pamamahala ng proyekto. Narito kung paano magkakasama ang lahat.
Ang bawat proyekto ay nagsisimula sa isang listahan ng mga gawain, at ginagawa ng board na ito na napakasimpleng idagdag ang mga ito. Sa pamamagitan ng pag-click sa “Magdagdag ng Bagong Gawain” button (naka-highlight sa kaliwang sulok sa ibaba ng board), maaari kang lumikha ng bagong card. Ang bawat card ay kumakatawan sa isang partikular na gawain, gaya ng “Homepage Design” o “Product Page Development.” Tinitiyak nito na mananatiling malinaw ang iyong daloy ng trabaho at walang maiiwan.
2. Pag-customize ng Mga Column para sa Iyong Workflow
Kailangang isaayos kung paano naka-set up ang iyong board? Madali mong mapapalitan ang pangalan ng mga column, magdagdag ng mga bago, o ilipat ang mga kasalukuyang column upang tumugma sa iyong workflow. I-click lamang ang menu ng hanay (tatlong tuldok) sa itaas ng anumang column para ma-access ang mga opsyong ito. Halimbawa, kung may lalabas na bagong yugto ng iyong proyekto, maaari kang magdagdag ng column tulad ng “Pagsubok” nang hindi naaabala ang iyong mga kasalukuyang gawain.
3. Pamamahala sa Mga Miyembro at Tungkulin ng Koponan
Ang epektibong pakikipagtulungan ay nagsisimula sa mga tamang tungkulin. Gamitin ang Menu ng Mga Miyembro ng Koponan para magdagdag o magtanggal ng mga miyembro sa board. Ang bawat tao ay maaaring italaga bilang Admin, Miyembro, o Bisita batay sa kanilang mga responsibilidad. Halimbawa, magtalaga ng mga karapatan ng Admin sa mga lead ng proyekto habang binibigyan ang mga kliyente ng access sa Bisita upang tingnan ang progreso.
Panatilihin ang lahat ng mga talakayan na may kaugnayan sa board gamit ang Ang tampok na Board Chat. Nagbibigay-daan ito sa iyong team na magbahagi ng mga update, magtanong, o tugunan ang mga hamon sa isang sentrong lokasyon. Halimbawa, maaaring direktang magbahagi ng feedback ang isang taga-disenyo sa gawaing “Disenyo ng Logo” sa chat upang panatilihing nasa parehong pahina ang lahat.
Ang bawat proyekto ay nagsasangkot ng isang patas na dami ng dokumentasyon, at ang board na ito ay pinangangasiwaan ito nang maganda. Gamit ang Seksyon ng mga attachment, maaari kang mag-upload ng mga file, i-link ang Google Docs, o kahit na lumikha ng mga bagong dokumento nang direkta mula sa board. Halimbawa, ilakip ang mga gabay sa istilo o brief ng kliyente upang matiyak na ang lahat ng kinakailangang materyales ay naa-access sa koponan.
Unahin ang mahalaga sa I-highlight ang tampok. Nagbibigay-daan ito sa iyong i-filter ang mga gawain batay sa mga takdang petsa, mga antas ng priyoridad, mga tag o mga partikular na takdang-aralin. Maaari mong pagsamahin ang mga filter na ito upang makahanap din ng mga gawain.
Halimbawa, maaari mong i-highlight ang mga gawain na itinalaga sa isang partikular na kasamahan sa koponan, na na-tag bilang ‘mga mockup’, kasama ang kanilang katayuan bilang ‘Handa’. Ito ay nakakatipid sa iyo ng maraming manu-manong trabaho upang mahanap ang iyong hinahanap.
7. Pagsasaayos ng Mga Setting ng Privacy
Ang Menu ng Mga Setting ay kung saan pinino-pino ng team na ito ang kanilang board para sa maximum na kahusayan. Ang pag-click sa icon na gear sa kanang sulok sa itaas ay nagpapakita ng apat na tab: Pangkalahatang-ideya, Mga setting, Mga hanay, at Mga tag. Ang bawat tab ay gumaganap ng isang partikular na papel sa pag-optimize ng daloy ng trabaho. Hatiin natin sila:
Nagbibigay ng snapshot ng pag-unlad ng board, isang paglalarawan ng layunin nito, mga opsyon para sa pag-export ng mga gawain sa Excel na format, at ang kakayahang mag-archive ng mga nakumpletong board para sa sanggunian sa hinaharap.
Kinokontrol ang privacy ng board at mga pahintulot sa pag-access, na nagbibigay-daan sa iyong pumili sa pagitan ng team-only na access, access sa organisasyon, o pampublikong pagbabahagi sa pamamagitan ng isang link. Pinamamahalaan din nito ang mga pahintulot sa pag-edit upang mapanatili ang integridad ng daloy ng trabaho.
Nagbibigay-daan sa pag-customize ng istraktura ng board sa pamamagitan ng pagdaragdag, pagpapalit ng pangalan, o muling pagsasaayos ng mga column. Nakakatulong ito na iayon ang daloy ng trabaho sa mga partikular na kinakailangan sa proyekto ng team.
Pinapadali ang pagkakategorya ng gawain sa pamamagitan ng paggawa, pamamahala, at paglalapat ng mga tag. Pinapadali ng mga tag na i-filter ang mga gawain ayon sa priyoridad, uri, o iba pang custom na label, pagpapabuti ng pagsasaayos at pagkuha ng gawain.
Ngayon, tingnan natin kung paano ginagamit ng team ang mga task card na ito para hatiin ang buong proseso ng pamamahala ng proyekto sa mga mapapamahalaang hakbang. Ipapakita namin sa iyo kung paano mo magagamit ang feature na ito para hatiin ang bawat gawain sa isang naaaksyunan na item.
Hatiin ang mga Gawain sa Mga Mapapamahalaang Hakbang
Ang mga task card ay nagsisilbing sentrong hub kung saan ikaw at ang iyong koponan ay maaaring makuha at ayusin ang lahat ng kinakailangang detalye para sa pagkumpleto ng isang gawain. Narito kung paano epektibong gamitin ang mga ito:
Magsimula sa pamamagitan ng malinaw na pagtukoy sa mga layunin ng gawain at anumang mga hakbang na kinakailangan para sa pagkumpleto. Halimbawa, para sa isang gawain sa disenyo ng homepage, balangkasin ang layout at mga kinakailangan sa nilalaman.
I-update ang pag-usad ng gawain sa pamamagitan ng pagmamarka nito bilang “Isinasagawa,” “Nangangailangan ng Pagsusuri,” o “Nakumpleto” para manatiling may kaalaman ang lahat tungkol sa status nito.
I-decompose ang mga kumplikadong gawain sa mas maliliit, mapapamahalaang hakbang. Halimbawa, ang “Gumawa ng nilalaman ng homepage” ay maaaring magsama ng mga subtask tulad ng pagsusulat ng kopya, pagpili ng mga larawan, at pagdidisenyo ng layout.
Gumamit ng Mga Tag upang ikategorya ang mga gawain. Maaari mong bigyang-priyoridad sa pamamagitan ng pagkamadalian o pangkatang gawain ayon sa mga tema tulad ng “Disenyo,” “Pag-unlad,” o “Pagsubok.”
Panatilihing nakaayos ang lahat ng mapagkukunan ng proyekto sa pamamagitan ng direktang pag-attach ng mga file sa task card. Mag-upload ng mga mockup ng disenyo, ulat, o PDF, gumawa ng bagong Google Docs o Kerika Canvases, o mag-link ng mga panlabas na mapagkukunan – lahat sa isang lugar. Tinitiyak nitong mabilis na maa-access ng iyong team ang lahat ng kailangan nila nang hindi nag-aaksaya ng oras sa paghahanap sa pamamagitan ng mga email o folder.
Gamitin ang tab na Chat upang panatilihing nakatali ang lahat ng mga talakayan sa mga partikular na gawain, na tinitiyak na malinaw at madaling subaybayan ang komunikasyon.
Italaga ang bawat gawain sa mga partikular na miyembro ng koponan, para malinaw kung sino ang may pananagutan sa kung ano. Pinahuhusay nito ang pananagutan at tinitiyak na ang mga gawain ay umuusad nang mahusay.
Itakda ang Priyoridad ng Gawain para sa Malinaw na Pokus:
Ang pagbibigay-priyoridad sa mga gawain ay susi sa pagpapanatiling nasa track ng iyong proyekto, at ang Itakda ang Priyoridad ginagawang walang hirap ang feature na ito. Maaari kang magtalaga ng isa sa tatlong antas sa bawat gawain:
Normal: Para sa mga nakagawiang gawain na maaaring magpatuloy nang walang pangangailangan ng madaliang pagkilos.
Mataas na Priyoridad: Para sa mga gawaing nangangailangan ng mabilis na pagkilos o pagtaas ng focus mula sa koponan.
Kritikal: Para sa time-sensitive o high-impact na mga gawain na nangangailangan ng agarang atensyon.
Sa pamamagitan ng paggamit sa mga feature na ito, tinutulungan ng mga task card ang iyong team na manatiling organisado, makipagtulungan nang walang putol, at matiyak na walang mahalagang detalye ang napapansin. Sa mga hakbang na ito, nagiging mas madali at mas epektibo ang pamamahala sa iyong proyekto.
I-set Up ang Iyong Kerika Account
Ang pagsisimula sa Kerika ay mabilis, simple, at nagtatakda ng yugto para sa maayos na pag-aayos ng iyong daloy ng trabaho sa proyekto. Narito kung paano mo mai-set up ang iyong account at makapagsimula sa tamang paa:
Ang Pag-sign Up ay Libre at Madali
Pumunta sa kerika.com at i-click ang Mag-sign Up pindutan.
Piliin ang uri ng account na pinakamahusay na gumagana para sa iyo:
Kung gagamitin mo Google Workspace, piliin ang MAG-SIGN UP SA GOOGLE opsyon.
Kung ikaw ay isang Opisina 365 user, mag-opt para sa MAG-SIGN UP SA MICROSOFT.
Maaari ka ring pumili MAG-SIGN UP SA BOX para sa pagsasama ng imbakan ng file.
Sundin ang mga senyas, at magiging handa kang pumunta sa ilang sandali—walang kinakailangang credit card, at makakatanggap ka ng libreng 30-araw na pagsubok para sa iyong koponan.
Isang Global Workspace para sa Lahat
Inalalayan ni Gerika 38 wika, upang ikaw at ang iyong koponan ay makapagtrabaho sa wikang pinakakomportable mo, na lumilikha ng isang tunay na inklusibong karanasan.
Lumikha ng Iyong Unang Lupon
Kapag nakapag-sign up ka na, oras na para gawin ang iyong unang board at buhayin ang workflow ng pamamahala ng iyong proyekto. Narito kung paano:
I-click ang “Gumawa ng Bagong Lupon”: Mula sa Kerika dashboard, piliin ang opsyong gumawa ng bagong board.
Piliin ang Uri ng Lupon: Para sa pamamahala ng proyekto, piliin ang Lupon ng Gawain template. Ito ay paunang na-load na may mga column tulad ng “To Do,” “Doing,” at “Completed.”
Pangalanan ang Iyong Lupon: Bigyan ang iyong board ng pangalan na nagpapakita ng iyong proyekto, gaya ng “Website Redesign” o “Marketing Plan.”
I-customize ang Iyong Workspace: Magdagdag o palitan ang pangalan ng mga column upang umangkop sa iyong workflow, at simulan ang pagdaragdag ng mga gawain upang panatilihing nakahanay ang iyong team.
Mayroon ka na ngayong ganap na gumagana, visual na workspace na handang tumulong sa iyong subaybayan ang pag-unlad, pamahalaan ang mga gawain, at itaguyod ang pakikipagtulungan sa loob ng iyong koponan.
Pagtatapos: Ang Iyong Blueprint para sa Tagumpay ng Proyekto
Ang pag-master ng pamamahala ng proyekto ay hindi lamang tungkol sa pagkumpleto ng mga gawain; ito ay tungkol sa paglikha ng isang system na nagpapanatili sa iyong koponan sa parehong pahina, nagpapatibay ng pakikipagtulungan, at nagsisiguro na ang bawat milestone ay natutugunan. Sa isang detalyadong daloy ng trabaho at mga tamang tool, maaari kang manatiling organisado, produktibo, at nakatuon sa pagkamit ng iyong mga layunin.
Ipinapakita ng board na ito kung paano maaaring hatiin ang bawat aspeto ng iyong proyekto sa mga hakbang na naaaksyunan. Sa pamamagitan ng pagbibigay-priyoridad sa mga gawain, pagsubaybay sa pag-unlad, at paggamit ng mga feature tulad ng mga task card upang pamahalaan ang mga detalye, masisiguro mong walang mapapansin.
Kerika ay hindi lamang isang kasangkapan; ito ay isang balangkas upang i-streamline ang pagtutulungan ng magkakasama, mapanatili ang pananagutan, at bigyang-buhay ang iyong pananaw sa proyekto. Handa nang gawin ang susunod na hakbang? Simulan ang pagbuo ng iyong board, ayusin ang iyong mga gawain, at panoorin ang iyong mga proyekto na nagtagumpay sa Kerika!
Efficient project management is the backbone of delivering successful outcomes. Whether you’re designing a website, launching a product, or coordinating a complex development effort, a structured approach ensures that all tasks are aligned, timelines are met, and stakeholders remain informed.
This guide walks you through the essential steps to mastering project management, providing actionable strategies to streamline workflows, foster collaboration, and track progress.
Once you’ve grasped the fundamentals, you’ll see how a visual tool can bring these principles to life, helping your team stay focused and productive.
Essential Steps to Build an Effective Project Management Workflow
A strong project management workflow ensures that tasks are completed efficiently, deadlines are met, and team collaboration runs smoothly.
Here are the key steps to build a reliable project management process:
1. Define Clear Objectives and Goals
Every successful project begins with clear, well-defined objectives. Understanding what you aim to achieve keeps the team focused and aligned throughout the project lifecycle.
Key Actions:
Conduct stakeholder meetings to align on project goals.
Break down objectives into measurable deliverables using the SMART framework (Specific, Measurable, Achievable, Relevant, Time-bound).
Document these objectives in a centralized location to ensure team visibility.
2. Develop a Detailed Project Plan
A comprehensive project plan serves as a roadmap, outlining tasks, timelines, and dependencies. It ensures that every team member understands their role and responsibilities.
Key Actions:
Use Gantt charts to map out timelines and task dependencies.
Identify milestones and deadlines to track progress effectively.
Allocate resources based on task complexity and team expertise.
3. Assign Roles and Responsibilities
Defining roles ensures accountability and eliminates confusion about who is responsible for each task. A RACI matrix (Responsible, Accountable, Consulted, Informed) can be helpful.
Key Actions:
Assign roles based on individual skills and project needs.
Communicate responsibilities clearly during team meetings or kickoff sessions.
Encourage feedback to ensure responsibilities are distributed fairly.
4. Prioritize and Break Down Tasks
Breaking down the project into smaller, manageable tasks ensures that no aspect of the work is overlooked. Prioritization helps focus the team’s efforts on what matters most.
Key Actions:
Categorize tasks by urgency and importance using prioritization techniques like the Eisenhower Matrix.
Divide complex tasks into smaller subtasks with clear deadlines.
Use tools to track task progress and keep everyone updated.
5. Foster Collaboration and Communication
Open and transparent communication is critical for effective project management. It helps teams stay aligned, resolve conflicts, and ensure progress is on track.
Key Actions:
Set up regular meetings (e.g., daily stand-ups or weekly check-ins) to review progress and address roadblocks.
Encourage team members to share updates and feedback in real-time.
Use collaborative tools to centralize communication and document decisions.
6. Monitor Progress and Adjust Plans
Tracking project progress helps identify potential risks and bottlenecks before they escalate. Regular monitoring allows for adjustments to keep the project on course.
Key Actions:
Use KPIs (Key Performance Indicators) such as project completion percentage, budget adherence, and resource utilization.
Conduct periodic reviews to reassess goals and timelines.
Create contingency plans to address unforeseen challenges.
7. Evaluate and Document Learnings
After completing the project, evaluate its success by measuring outcomes against initial goals. Documenting lessons learned helps improve future workflows.
Key Actions:
Hold a post-project review to discuss what went well and what could be improved.
Collect feedback from all stakeholders to identify strengths and weaknesses.
Update standard operating procedures (SOPs) based on findings.
Using the Right Tools to Build a Project Management Workflow
While mastering the essential steps of project management is key, implementing those steps effectively requires the right tools. A reliable task management system can bridge the gap between theory and execution, ensuring that projects are not only well-organized but also actionable.
The right tool streamlines task delegation, prioritization, and collaboration, enabling your team to stay focused and deliver results on time.
The demo board below exemplifies an efficient project management workflow in action. This board visually represents tasks progressing through stages such as “Project Strategy,” “Project Design,” “Development,” and “Testing,” ensuring nothing falls through the cracks.
By centralizing information, tracking progress at a glance, and identifying bottlenecks, this workspace provides a clear and actionable overview of your project.
Now let’s dive deeper into this demo board and understand how each section works together to create a robust project management system designed for success.
You can see in the image above how this team organizes their workflow using a board that simplifies project management. It’s designed to handle every stage of the process.
Let’s take a closer look at this team’s board to understand how each feature contributes to an effective project management system.Here’s how it all comes together.
1. Adding New Tasks to the Board
Every project starts with a list of tasks, and this board makes it incredibly simple to add them. By clicking on the “Add New Task” button (highlighted in the bottom left corner of the board), you can create a new card. Each card represents a specific task, such as “Homepage Design” or “Product Page Development.” This ensures your workflow stays clear and nothing gets left behind.
2. Customizing Columns for Your Workflow
Need to adjust how your board is set up? You can easily rename columns, add new ones, or move existing columns to match your workflow. Simply click on the column menu (three dots) at the top of any column to access these options. For example, if a new phase of your project emerges, you can add a column like “Testing” without disrupting your existing tasks.
3. Managing Team Members and Roles
Effective collaboration starts with the right roles. Use the Team Members menu to add or remove members from the board. Each person can be assigned as an Admin, Member, or Visitor based on their responsibilities. For instance, assign Admin rights to project leads while giving clients Visitor access to view progress.
4. Centralizing Team Communication
Keep all discussions relevant to the board using the Board Chat feature. This allows your team to share updates, ask questions, or address challenges in one central location. For instance, a designer might share feedback on the “Logo Design” task directly in the chat to keep everyone on the same page.
5. Attaching and Sharing Files
Every project involves a fair amount of documentation, and this board handles it beautifully. With the Attachments section, you can upload files, link Google Docs, or even create new documents directly from the board. For instance, attach style guides or client briefs to ensure all necessary materials are accessible to the team.
6. Highlighting Important Tasks
Prioritize what matters with the Highlight feature. This lets you filter tasks based on due dates, priority levels, tags or specific assignments. You can combine these filters to find tasks as well.
For example, You can highlight tasks assigned to a particular teammate, tagged as ‘mockups’, along with their status as ‘Ready’. This saves you a lot of manual work to find what you are looking for.
7. Adjusting Privacy Settings
The Settings Menu is where this team fine-tunes their board for maximum efficiency. Clicking the gear icon in the top-right corner reveals four tabs: Overview, Settings, Columns, and Tags. Each tab plays a specific role in optimizing the workflow. Let’s break them down:
Overview Tab:
Provides a snapshot of the board’s progress, a description of its purpose, options for exporting tasks in Excel format, and the ability to archive completed boards for future reference.
Settings Tab:
Controls board privacy and access permissions, letting you choose between team-only access, organizational access, or public sharing via a link. It also manages edit permissions to maintain workflow integrity.
Columns Tab:
Allows customization of the board structure by adding, renaming, or reordering columns. This helps align the workflow with the team’s specific project requirements.
Tags Tab:
Facilitates task categorization by creating, managing, and applying tags. Tags make it easier to filter tasks by priority, type, or other custom labels, improving task organization and retrieval.
Now, let’s dive into how the team uses these task cards to break down the entire project management process into manageable steps. We will show you how you can use this feature to break down each tasks into an actionable item.
Break Down Tasks Into Manageable Steps
Task cards serve as the central hub where you and your team can capture and organize all the necessary details for completing a task. Here’s how to use them effectively:
Add Key Details:
Start by clearly defining the task’s objectives and any steps required for completion. For example, for a homepage design task, outline the layout and content requirements.
Track Progress:
Update the task’s progress by marking it as “In Progress,” “Needs Review,” or “Completed” so everyone can stay informed about its status.
Set Deadlines:
Assign a specific due date to each task to ensure that deadlines are met and nothing gets delayed.
Break Tasks Into Actionable Steps:
Decompose complex tasks into smaller, manageable steps. For example, “Create homepage content” might include subtasks like writing copy, selecting images, and designing the layout.
Use Tags For Clarity:
Use Tags to categorize tasks. You can prioritize by urgency or group tasks by themes like “Design,” “Development,” or “Testing.”
Attach Files:
Keep all project resources organized by attaching files directly to the task card. Upload design mockups, reports, or PDFs, create new Google Docs or Kerika Canvases, or link external resources – all in one place. This ensures your team can quickly access everything they need without wasting time searching through emails or folders.
Maintain Focused Communication:
Use the Chat tab to keep all discussions tied to specific tasks, ensuring that communication is clear and easy to track.
Assign Team Members:
Assign each task to specific team members, so it’s clear who is responsible for what. This enhances accountability and ensures tasks move forward efficiently.
Set Task Priority for Clear Focus:
Prioritizing tasks is key to keeping your project on track, and the Set Priority feature makes this effortless. You can assign one of three levels to each task:
Normal: For routine tasks that can proceed without urgency.
High Priority: For tasks requiring quick action or increased focus from the team.
Critical: For time-sensitive or high-impact tasks that demand immediate attention.
By leveraging these features, task cards help your team stay organized, collaborate seamlessly, and ensure no important detail is overlooked. With these steps in place, managing your project becomes easier and more effective.
Set Up Your Kerika Account
Getting started with Kerika is quick, simple, and sets the stage for organizing your project workflow seamlessly. Here’s how you can set up your account and get started on the right foot:
If you use Google Workspace, select the SIGN UP WITH GOOGLE option.
If you’re an Office 365 user, opt for SIGN UP WITH MICROSOFT.
You can also choose SIGN UP WITH BOX for file storage integration.
Follow the prompts, and you’ll be ready to go in moments—no credit card required, and you’ll receive a free 30-day trial for your team.
A Global Workspace for Everyone
Kerika supports 38 languages, so you and your team can work in the language you’re most comfortable with, creating a truly inclusive experience.
Create Your First Board
Once you’ve signed up, it’s time to create your first board and bring your project management workflow to life. Here’s how:
Click “Create New Board”: From the Kerika dashboard, select the option to create a new board.
Choose the Board Type: For project management, select the Task Board template. This comes preloaded with columns like “To Do,” “Doing,” and “Completed.”
Name Your Board: Give your board a name that reflects your project, such as “Website Redesign” or “Marketing Plan.”
Customize Your Workspace: Add or rename columns to suit your workflow, and start adding tasks to keep your team aligned.
You now have a fully functional, visual workspace ready to help you track progress, manage tasks, and foster collaboration within your team.
Wrapping Up: Your Blueprint for Project Success
Mastering project management isn’t just about completing tasks; it’s about creating a system that keeps your team on the same page, fosters collaboration, and ensures every milestone is met. With a detailed workflow and the right tools, you can stay organized, productive, and focused on achieving your goals.
This board demonstrates how every aspect of your project can be broken into actionable steps. By prioritizing tasks, tracking progress, and using features like task cards to manage details, you’ll ensure nothing gets overlooked.Kerika isn’t just a tool; it’s a framework to streamline teamwork, maintain accountability, and bring your project vision to life. Ready to take the next step? Start building your board, organize your tasks, and watch your projects succeed with Kerika!
A busy board can sometimes feel like a maze, especially when you’re juggling tasks with varying priorities. The Highlight Feature makes it easy to cut through the noise, letting you filter and visually emphasize tasks that meet specific criteria.
Here’s how to use this feature to stay on top of your projects:
How to Use the Highlight Feature
1. Access the Highlight Option
Click the Highlight Icon on your board.
2. Choose What to Highlight
Select from predefined options or create custom filters:
What’s assigned to me: Instantly see all the tasks assigned to you, so you can stay on top of your responsibilities.
What needs attention: Highlights tasks that may require follow-up or have upcoming deadlines, ensuring nothing falls through the cracks.
What’s marked as High Priority or Critical: Focus on tasks that are essential to the project’s success.
What’s overdue: Clearly identifies tasks that are past their due dates, helping you address delays quickly.
Custom Highlight: Create tailored filters by combining parameters like assignees, task status, due dates, priorities, and tags. You can use one or multiple filters at a time to find out what matters to you most on the board.
Why It Works
Focus on Your Tasks with “What’s Assigned to Me”Filter tasks assigned to you to concentrate on your responsibilities without getting sidetracked by other items on the board. It’s an efficient way to stay on top of your personal workload.
Identify Urgent Work with “What Needs Attention”Highlight tasks that require immediate focus, whether due to an upcoming deadline or stalled progress. This filter helps you spot bottlenecks and maintain project momentum.
Stay on Top of Critical Work with “What’s Marked as High Priority or Critical”High-priority tasks demand attention. This option ensures that crucial work gets the focus it deserves, helping you drive the project toward success.
Address Overdue Items with “What’s Overdue”Quickly identify overdue tasks and take action by reallocating resources or following up with team members to bring them back on track.
Customize Your Workflow with Custom HighlightsThe Custom Highlight feature allows you to set multiple conditions, such as showing tasks assigned to a specific person, marked as “Needs Review,” and due within a week. Tailor these settings to create a personalized focus view that suits your specific workflow.
Conclusion
With the Highlight Feature, you can cut through distractions and focus on what matters, ensuring a clear and efficient workflow. Whether managing your workload or overseeing the entire team, highlights help you stay productive and focused.
A well-designed help desk workflow is the backbone of exceptional customer support. It ensures smooth communication, quicker issue resolution, and higher user satisfaction. Whether handling internal requests or external customer inquiries, an efficient workflow helps teams stay organized and focused on delivering a seamless support experience.
However, creating an effective workflow isn’t without its challenges. Teams often struggle with issues like lost tickets, unclear task prioritization, and bottlenecks in communication. Without a structured system, resolving customer issues promptly can feel overwhelming, leading to frustrated users and dissatisfied teams.
In this article, we’ll guide you through the essential steps to build a help desk workflow, address potential concerns that could hinder its success, and introduce you to the right tools to create a workflow that truly works:
Essential Steps and Common Pitfalls to Build a Solid Help Desk Workflow
A well-defined Help Desk workflow is crucial for smooth support operations, reduced response times, and exceptional user satisfaction. To establish a robust and efficient Help Desk workflow, follow these key steps:
1. Define Clear Objectives and Scope
Identify the primary purpose of your workflow. Are you addressing internal issues, external support, or both? Clearly define the scope to align priorities and set realistic goals. Establish service-level agreements (SLAs) to set expectations for response and resolution times.
Watch out for: unclear objectives that can lead to inefficient workflow and poor user satisfaction.
2. Build a Comprehensive Knowledge Base
Create a valuable resource for your team and users by analyzing recurring problems and developing clear, searchable content such as FAQs, step-by-step guides, and troubleshooting tips.
Heads up: ineffective knowledge sharing can lead to longer resolution times and frustration.
3. Centralize Request Handling
Create a single repository to manage all incoming requests, ensuring no issue is missed. This centralized system eliminates the risk of scattered data and helps maintain an organized approach to issue resolution.
Look out for: chaotic request handling without a centralized system, leading to missed or duplicated efforts.
4. Categorize and Prioritize Tasks
Break down requests by urgency, type, or department. Categorizing tasks helps your team focus on high-priority issues while keeping lower-priority requests visible and on track.
Be aware: manual categorization can be error-prone and inconsistent, leading to delays in addressing critical issues.
5. Set Clear Responsibilities and Roles
Assign specific roles for team members to ensure accountability. Define who handles first-line queries, who escalates and resolves complex issues, and who is responsible for knowledge base updates.
Keep in mind: ambiguity in roles and responsibilities can lead to confusion and delays.
6. Monitor and Evaluate Performance
Track key metrics like resolution time, response time, and customer satisfaction. Regularly evaluate your team’s performance and gather feedback from users to identify areas of improvement.
Don’t forget: limited visibility into workflow performance can make it challenging to identify and address bottlenecks.
Using the Right Tools to Overcome Help Desk Challenges
A clear and organized help desk system is essential to ensuring efficient issue resolution, and this visual workspace demonstrates how challenges can be tackled head-on. Let’s take a quick look at how this team is managing their workflow to stay ahead.
This board offers a straightforward view of tasks across different stages. Requests are logged under “Things to Do,” where they’re categorized and prioritized based on urgency.
Tasks move seamlessly to the “Doing” column when in progress, allowing the team to focus on active issues without losing sight of what’s coming next. Completed tasks are archived in the “Completed” section, giving a sense of progress while keeping the workspace uncluttered.
Visual labels like “Needs Review,” “In Progress,” and “Needs Rework” make it easy to spot tasks that require immediate action, while due dates ensure nothing slips through the cracks. By centralizing requests, organizing them effectively, and creating a clear workflow, this team avoids the chaos of scattered communication tools like email or chat.
Next, we’ll dive deeper into how this workspace works, breaking down its features to show you how to build an effective help desk system for your team:
Take a Closer Look at This Help Desk Workflow Board
This Help Desk workflow board is a prime example of how structured organization and a clear layout can simplify managing support tasks. Each section is purposefully designed to make handling requests seamless while promoting accountability and collaboration.
1. Capture and Organize Every Request
The “Things to Do” column is the starting point, where all incoming requests are captured. From resetting passwords to troubleshooting connectivity issues, every task is a single actionable item that ensures no request is missed. This centralized approach provides clarity and allows the team to prioritize effectively.
2. Tailor Workflow Stages to Your Needs
The columns represent different stages of task progress, such as “Things to Do,” “Doing,” and “Completed.” These can be renamed, reordered, or customized to fit your team’s specific workflow, making transitions between stages intuitive and efficient.
3. Control Access and Permissions
Manage who can view and edit the board by assigning roles. Team members can be given editing privileges for updating tasks, while stakeholders can be limited to viewing progress. This eliminates confusion, ensures responsibilities are clear, and keeps the workflow secure.
4. Centralize Communication
Team discussions happen directly within the board. Instead of juggling emails or chat tools, you can comment on specific tasks to clarify details or provide updates. This keeps all communication relevant, accessible, and linked to the appropriate task.
5. Streamline Resource Sharing
With file upload capabilities, user manuals, troubleshooting guides, and other resources can be attached to tasks. This eliminates the time wasted searching for scattered documents and ensures that everyone has access to the materials they need.
6. Prioritize with Clarity
Prioritizing tasks is effortless with built-in labels for urgency. Whether it’s marking tasks as “Critical,” “High Priority,” or “Normal,” these visual indicators ensure the team knows what to address first, keeping the workflow on track.
7. Maintain Focus with Filters
Filters allow you to quickly sort and identify tasks that need immediate attention. Whether you’re looking for overdue tasks, unassigned items, or issues flagged for review, these filters ensure nothing important is overlooked.
Breaking down tasks into smaller, actionable steps is essential for maintaining clarity and ensuring smooth execution. The task card from the demo board centralizes all relevant information, making it easier to manage tasks efficiently. Here’s how it helps:
Details Tab: Provides a clear task description and objectives, ensuring all team members understand the scope and purpose of the task (e.g., installing software on a user’s computer).
Checklists: Breaks tasks into actionable steps, such as downloading software, activating the license, testing functionality, and providing user training.
Priority and Deadlines: Helps prioritize tasks (e.g., Critical, High Priority) and displays deadlines prominently to ensure timely completion.
Role Assignments: Assigns tasks to specific team members, promoting accountability and transparency.
File Attachments: Centralizes resources like installation packages, manuals, and license keys, eliminating time wasted searching for files.
Comments: Facilitates task-specific communication to keep discussions focused and relevant.
Status Updates: Tracks progress with labels like In Progress, Needs Review, or Blocked, keeping the team aligned.
Tags and Categories: Organizes tasks with labels (e.g., Troubleshooting, Security Audit) for easy filtering and management.
With all the tools and features designed to streamline your Help Desk process, Kerika ensures that you can manage tasks, collaborate efficiently, and maintain centralized information for your team.
Whether it’s prioritizing critical tasks, tracking progress, or fostering team communication, Kerika provides the perfect solution to simplify and execute your workflow effectively.
Wrapping Up:
By following a structured approach, defining objectives, establishing a knowledge base, prioritizing tasks, and fostering collaboration, you can streamline your operations and deliver exceptional support to your users.
Whether you’re addressing urgent IT issues or planning long-term support initiatives, Kerika ensures your Help Desk runs smoothly. Get started today and see the difference an organized, efficient workflow can make!
Managing multiple projects can quickly lead to a cluttered workspace, making it challenging to stay focused on what matters most. Archiving boards offers an easy way to move completed or inactive projects out of sight while keeping them accessible for future reference.
Here’s a closer look at how archiving boards can help you stay organized:
How to Archive Boards
1. Move a Board to Archive
Click the three dots on the board you want to archive.
Select Move to Archive from the dropdown menu.
2. Access Archived Boards
Use the Include from Archive checkbox in your Home view to display archived boards.
Retrieve archived boards anytime for reference or reuse.
When to Archive Boards
Project Completion: Once a project is finished and doesn’t require active management, archive its board to clear your workspace.
Inactive Projects: Temporarily archive boards for projects that are on hold or waiting for approval.
Focus on Active Tasks: Archiving keeps your Home view streamlined, ensuring only current and relevant tasks are visible.
Why It Works
Declutter Your Workspace: Focus only on active boards and tasks.
Quick Access to Past Projects: Safely store completed or paused boards for future reference.
Streamlined Workflow: Keep your Home view neat and organized for better productivity.
Conclusion
Archiving boards is a simple yet effective way to declutter your workspace, allowing you to focus on what matters most while keeping past projects accessible. Whether it’s completed tasks or paused initiatives, archiving ensures your workflow remains streamlined and organized without losing valuable information.
A solid business model is the cornerstone of any thriving business: it outlines how your company creates, delivers, and sustains value for customers and stakeholders alike.
However, crafting a robust business model is a complex process. It requires understanding your customers, defining your core value proposition, exploring revenue streams, and coordinating with teams and stakeholders.
We understand these hurdles because we’ve faced them too, and based upon our experiences over the years we have created a simple, workable model that you can benefit from as well.
In this article, we’ll guide you through practical steps to build a business model that works
Start by understanding your audience. Breaking down your potential customers into specific segments based on demographics, behaviors, and preferences can help you to design offerings that truly resonate with different communities of people who could use your product.
Research is key here; survey potential customers or analyze existing data to pinpoint who you’re serving and what they need most. You can use the available data on Statista to better understand who you’re going cater to.
Once you know who your customers are, it’s time to figure out what makes your product or service stand out. Your value proposition should clearly address the problems your audience faces and how you solve them better than anyone else. Don’t worry if it’s not perfect the first time;this step benefits from iteration and customer feedback.
Here’s a template we created to give you a good headstart in drafting a solid value proposition. Feel free to download, modify, and create your own version of it: Value Proposition Template
3. Explore Channel Options
Deciding how to reach your audience is just as important as defining what you offer. Explore a mix of online and offline channels to see which works best for connecting with your customers. Think about social media, email campaigns, partnerships, or even in-person events, depending on your audience’s preferences.
Customer relationships are more than just transactions; they’re about engagement and loyalty. Consider how you’ll interact with your audience. Will it be personal and hands-on, automated and scalable, or community-driven? The right approach depends on your product and customer expectations.
If you’re unsure where to begin, a structured approach can make this process easier. To help you get started, we’ve created a detailed guide that walks you through researching customer relationship types effectively.
This guide covers everything from identifying customer personas to leveraging analytics and mapping customer journeys. Use it to refine your strategies and build meaningful connections that foster long-term loyalty.
5. Explore Revenue Generation Methods
Revenue streams are the foundation of any sustainable business model. Whether it’s through subscriptions, one-time purchases, or advertising, explore various options to see what aligns with your offering and audience. Don’t be afraid to test different methods before finalizing the best approach.
To help you dive deeper into this process, we’ve created a comprehensive guide that outlines actionable steps to explore, validate, and optimize your revenue generation methods.
This guide will walk you through everything from understanding your value exchange to leveraging analytics and diversifying revenue streams. Use it as a roadmap to create sustainable and scalable revenue strategies for your business.
6. Plan Key Activities
Think about the core activities your business needs to perform to deliver value. This could include production, marketing, customer support, or innovation. Breaking these activities down into smaller, actionable steps will help you stay organized and focused on what truly matters.
7. Identify Key Resources
Every business requires resources, whether physical, intellectual, or human. Identify the ones essential to delivering your value proposition effectively. This might include tools, technology, or skilled team members. Knowing your resource needs early can save time and money later.
8. Explore Potential Partnerships
Collaborations can amplify your capabilities. Look for partnerships that complement your strengths or fill in gaps. These could be with suppliers, distributors, or even other businesses that share a similar audience. Partnerships often lead to creative solutions and expanded opportunities.
9. Refine Value Propositions
Your value proposition isn’t set in stone;it should evolve as you learn more about your customers and market trends. Regularly revisit this step, incorporating feedback and insights to keep your offering relevant and competitive.
10. Choose Channel Strategies
Once you’ve tested different channels, focus on the ones that work best. Optimize these channels for consistent communication and delivery of value. This might mean doubling down on a social media platform or refining your email outreach strategy.
11. Define Customer Relationship Strategy
Customer relationships thrive when they’re built on intentionality. Whether you’re engaging through personalized emails, loyalty programs, or community forums, ensure your approach reflects your brand values and keeps customers coming back.
12. Finalize Revenue Streams
After testing and refining your revenue strategies, settle on the ones that align with your business goals. A solid revenue model ensures financial sustainability while supporting future growth.
13. Establish Key Partnerships
Formalizing partnerships can add significant value to your business. Look for opportunities that align with your goals, whether it’s resource sharing, co-marketing, or distribution agreements. Strong partnerships often open doors to new markets or capabilities.
14. Finalize Customer Segments
This is the culmination of your research. Synthesize data from market analysis, demographic studies, and customer feedback to clearly define your target groups. By understanding the unique needs and preferences of these segments, you can tailor your products or services to deliver maximum value. Finalizing this step ensures precision in your offerings and marketing strategies.
Avoid These Pitfalls When Building Your Business Model
Even when following the essential steps to build a business model is crucial, the process often brings hidden challenges. Addressing the following pitfalls can set the stage for smoother execution and pave the way to simplify and enhance the process.
1. Struggling with Incomplete Customer Insights
Understanding your audience is foundational, but fragmented data often leads to unreliable segmentation. Without a centralized way to consolidate customer insights, businesses risk creating value propositions that miss the mark. Without a proper tool to organize and analyze data can stall progress and leave teams guessing instead of making informed decisions.
2. Drafting Value Propositions Without Collaboration
Value propositions thrive on iteration and feedback, yet miscommunication or disconnected teams often lead to underwhelming results. Without a platform for seamless collaboration, valuable ideas get lost, and refining your proposition becomes a lengthy, frustrating process.
3. Choosing Channels Without Real-Time Visibility
When exploring ways to reach your audience, businesses often struggle to track the effectiveness of various channels. Teams working in silos may choose conflicting approaches, creating inefficiencies and missed opportunities. A clear, visual way to experiment with and evaluate channel options is key.
4. Misaligned Customer Relationship Strategies
Customer engagement requires intentionality, but disconnected workflows can lead to misaligned or poorly implemented strategies. Without a structured system to map customer journeys and relationship types, businesses risk alienating their audience instead of building loyalty.
5. Overlooking Revenue Stream Validation
Testing revenue streams is essential, but it can quickly become a fragmented process without a centralized approach. Relying only on spreadsheets often results in missed opportunities to identify the most profitable and scalable options.
6. Losing Track of Key Activities and Resources
Defining core activities and essential resources is critical for success, yet many teams find themselves overwhelmed by the sheer number of tasks. Without a tool to break these down into manageable steps, it’s easy to lose focus on what truly matters.
7. Coordination Issues with Partnerships
Exploring and managing partnerships requires clarity and accountability, but poor communication and misaligned expectations often lead to friction. A system to track partnership opportunities and formalize collaborations can make the difference between success and stagnation.
Check out how this virtual workspace is designed for the each step of the business modelling process. From identifying customer segments to finalizing revenue streams, this ensures that every detail is accounted for while making it simple to see the progress at a glance.
This workspace is entirely created in Kerika. Tools like Kerika provide an intuitive framework that makes it simple to plan, execute, and refine your strategy.
Ready to dive deeper into how this workspace works for business modelling? Let’s get started!
Take a Closer Look at This Company’s Business Model Board
1. Add Tasks for Each Business Model Step
At the core of this process are the tasks that make up your workflow. This is where new tasks like “Identify Customer Segments” or “Draft Value Propositions.” created to break down each step into actionable tasks ensures that no part of your business model is overlooked.
2. Customize Columns to Match Your Workflow
Each column represents a stage of the business modeling process. You can rename, add new, or rearrange them to suit your workflow. This customization allows your board to adapt to the unique requirements of your business model.
3. Manage Board Access
This allows you to manage who’s incharge of the board, who can make changes, and who can only view the board. This avoids the overlapping of responsibilities and ensures that every stakeholder knows their role in the process.
4. Communicate With Everyone
Use the Board Chat to address your team and help them focus on the goals. This ensures everyone stays informed and aligned, eliminating the confusion caused by fragmented communication channels.
5. Collective File-Sharing
This is where you can share files with everyone on your team without needing additional permissions. This keeps resources organized and eliminates the hassle of manual sharing, streamlining collaboration.
6. Make Sure Nothing Gets Overlooked
This is where you filter out tasks that matter to you the most. Find out what’s assigned to you, what needs attention, or what’s overdue to prioritize your workflow effectively. This helps you ensure that critical tasks don’t get overlooked and helps your team stay focused on high-priority objectives.
7. Adjust the Board to Fit Your Needs
The settings menu in the top right corner of your board is packed with options to fine-tune your workspace. Here’s a closer look at its seven key features and how they can help your team.
Overview
The Overview tab provides a quick summary of your board’s status, including completed, ongoing, and overdue tasks. You can name your board, write a description for added context, and even manage translations to accommodate team members working in different languages. Archiving old boards or exporting tasks into Excel is just a click away, making it easy to keep your workflow organized and accessible.
Settings
The Settings tab offers control over privacy and functionality. You can decide who can view the board, restrict it to team members, open it to anyone with the link, or keep it private. Features like Work-in-Progress (WIP) limits help maintain focus by capping the number of tasks in each column, while options like auto-numbering tasks or enabling tags allow you to further refine your workflow.
Columns
In the Columns tab, you can customize your board’s structure by adding new columns for workflow stages like “Backlog” or “On Hold.” You can also rename existing columns or rearrange them to better reflect your team’s process. Deleting unnecessary columns keeps the board clean and focused, ensuring only relevant stages are visible.
Tags
The Tags tab helps categorize tasks for better organization. You can create new tags like “Critical,” “Feedback,” or “Milestone” to sort tasks efficiently. Managing tags is just as simple, edit existing ones or delete those that are no longer relevant to keep the workspace tidy and easy to navigate.
Break Down Tasks Into Manageable Steps (illustration of task card)
Task cards are where your team can organize all the details needed to complete specific steps of your business model. Here’s how you can use them effectively:
Add key details like the objective, questions to address, and methods for completing the task. For example, outline research methods or demographic analysis for defining customer segments.
Update the task’s progress by marking it as ongoing, needing review, or completed to keep everyone informed about its current state.
Assign deadlines to ensure tasks stay on track. For example, set a due date for completing customer segmentation research.
Break tasks into smaller, actionable steps. Add subtasks like conducting surveys, analyzing trends, or reviewing data to ensure nothing is overlooked.
Categorize tasks using labels to prioritize or group them by themes like collaboration, documentation, or high importance.
Share important files directly within tasks so your team can access resources like reports or presentations without searching elsewhere.
Keep discussions focused by adding comments or updates specific to the task, ensuring communication is clear and organized.
Assign teammates to tasks so everyone knows who’s responsible, promoting accountability and efficiency.
With all these features designed to simplify the business modeling process, streamlined collaboration, centralized information, and actionable task management, Kerika provides everything you need to plan and execute your strategy effectively.
Ready to get started? Let’s walk you through setting up your Kerika account and creating your first board!
Set Up Your Kerika Account
Setting up your Kerika account and creating your first board is a straightforward process that lets you dive right into planning your business model. Here’s how to get started:
If you already use Google Apps, click on the SIGN UP WITH GOOGLE button.
If you are already using Office 365, click on the MICROSOFT button.
No additional setup is required, simply follow the prompts, and you’re in!
Kerika comes in 38 languages so you and everyone else can work in the most comfortable setup that you prefer!
Create Your First Board
Once logged in, click on the Create a New Board button.
Select the board type that best fits your needs (e.g., Task Board) and name your board.
You now have a visual workspace ready to help you organize tasks, track progress, and collaborate with your team, the next step is to customize the columns, add tasks, and start building your own business model.
Wrapping Up: Your Roadmap to Business Success
Building a business model can be a complex journey, but with a well-structured workflow and the right tools, you can simplify the process and ensure nothing falls through the cracks. This demo board illustrates how you can break down every critical aspect of your business into manageable tasks. From identifying customer segments to defining key activities and partnerships, every card offers a stepping stone toward creating a robust and actionable business strategy.
By following this approach, you can foster better collaboration, enhance organization, and maintain a clear focus on your goals. Whether you’re refining existing plans or starting from scratch, these cards and their methodologies provide a framework to tailor your own business model. Ready to take the next step? Start turning these insights into action and watch your business vision come to life!
