We have improved the process of setting a due date on a task on a Task Board in two important ways:
It’s easier to select common due dates
The due dates that people set most often, are now available as quick choices:
Today
Tomorrow
End of this week
End of next week
End of the month
End of the quarter
These require just one click to set the due date.
Setting Due Time
We have also added the ability to se a specific Due Time:
The timezone used automatically defaults to your current location, and the time shown on the task to everyone else on the board team will automatically adjust to their local timezones as well.
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:
We have very significantly improved the AI Helper to now work as an assistant within Task Boards, and even within individual cards (tasks) on a Task Board.
To use, click on the AI button that appears on the bottom right corner of the Kerika app, on the desktop or mobile. Here’s an example of what it looks like, for desktop users:
Let’s take a closer look at the components of the AI Helper pane:
On the top-right corner are buttons to access old AI Helper Chats, and to close the AI Helper pane:
Old Chats
The old chats are shown in reverse-chronological order, with the most recent on top:
You can resume any old chat at any time, if you want to return to a particular discussion you had with the AI Helper. It’s useful to keep different discussions in different chat streams, because that helps the AI Helper understand more easily the context for your requests.
Quick Actions for Boards
Within the main body of the AI Helper, shown whenever you start a new chat, are some Quick Actions:
These are:
What should I focus on today? A common question that many users face, particularly when they are working on a large project, with many tasks underway and all in different stages of progress.
What’s overdue or at risk of slipping? Something that’s particularly important to project managers (Board Admins) who need to make sure everything is going well, not just their personal tasks.
Give me suggestions for improving this board. This can help everyone, but Board Admins in particular: the AI Helper can take a look at the entire board and see if the team is using Kerika to its fullest capabilities — are the columns, representing the workflow, optimal? Are tags being used to gather together related tasks? And so on.
Suggest any new tasks I should add. Here the AI Helper looks at all your tasks and tries to identify any steps that are missing from your project’s workflow.
Draft a status update I can share. If your manager keeps asking for status updates (and they really shouldn’t, because with Kerika you can add them as Visitors so they always have a real-time view of what’s going on!), this handy Quick Action will take care of drafting a status report for you.
Show me what I can do with this board. This is another way of making sure you are using Kerika optimally to achieve your project goals. The AI Helper can identify tasks that need priorities and due dates to be set, and much more.
Quick Actions for Cards
There are Quick Actions for individual cards on Task Boards as well: you can see these when you open the AI Helper after having opened the card first.
While the AI Helper focuses on the entire board when no individual card is open, here the AI Helper focuses on a single card. The Quick Actions are:
Is this task on track? The AI Helper looks at whether there is a due date or priority set, and whether the task needs a checklist of sub-tasks to make it easier to get the task done.
Break into subtasks. A handy one-click way of getting a complete set of sub-tasks that will help get this task done faster and better.
Improve this card. The AI Helper can improve an individual card in many ways: suggesting better task titles or details/descriptions, use of tags, due dates, etc.
Bring me up to date on this task. Kerika is ideal for globally distributed teams working across different geographies and timezones. (The Kerika team itself is a globally distributed team, and has been from the very beginning.) This Quick Action summarizes activity on this card in an easy-to-understand format.
Is this task connected to any others? Very helpful when you have a lot of things going on in a large board, with many tasks underway.
Draft a status update I can share. Another handy way to deal with managers who insist on (daily?!) status updates.
Show me what I can do with this card. Similar to the Quick Action for Boards, but focused on a particular card.
We would to hear from you on how well the AI Helper works in general, and whether our Quick Actions can be improved!
Starting a venture in Maryland is an ambitious milestone, but the administrative overhead can often feel like a massive logistical hurdle. Navigating the specific requirements of the Maryland Comptroller and the legalities of choosing a business structure creates significant friction for many founders.
This complexity can lead to delays or critical gaps in your governance framework. But don’t worry, this guide is here to help! We have designed this template to simplify your regulatory roadmap and provide a structured workspace for your entire team.
Ready to turn your business idea into a reality? Let’s get started!
1. Who Can Use This
This template is built to support different types of founders as they navigate the Maryland regulatory landscape:
Solo Entrepreneurs: This workspace allows individuals to stay organised and manage every regulatory detail without needing a large administrative support team.
Partnership Founders: For those launching with a partner, the board acts as a single source of truth to track shared responsibilities and prevent overlapping efforts.
Startup Teams: Visual collaboration allows growing teams to move through the formation process efficiently, ensuring everyone is aligned as the organisation grows.
2. What it Includes:
The Starting a New Business in Maryland template provides a comprehensive starting point with a pre-configured, visual layout:
A Six-Column Workflow: Your progress is tracked through the Planning & Preparation, Business Formation, Licensing & Permits, Tax & Compliance, Financial Setup, and Ongoing Operations columns.
Planning & Formation: Pre-configured cards include Choose Your Business Structure, Develop Business Plan, and File Formation Documents.
Licensing, Tax & Compliance: Dedicated cards are ready for Apply for Business Licenses, Register with Maryland Comptroller, and Obtain Workers’ Compensation Insurance.
Financial Setup & Operations: To ensure a successful opening, the template includes cards for Open Business Bank Account, Set Up Accounting System, and File Annual Report.
3. When You Should Use This:
This workspace provides the most value in high-stakes environments where organization and security are critical:
Beginning Your Entrepreneurial Journey: Use this template when you need a repeatable, reliable process to navigate official requirements from Start Your Business – Maryland Business Express, the official resource site from the Maryland State government.
Navigating State Compliance: This is the perfect solution when you need to ensure compliance with Maryland state law from day one. It helps you avoid the risk of missing critical obligations, like registering with the Maryland Comptroller or obtaining Workers’ Compensation Insurance.
High-Stakes Document Security: Use this when your business launch requires strict access control. Kerika is the only task management tool that leaves file ownership entirely with you by storing sensitive legal and tax documents in your own Google Drive, OneDrive, or Box account.
4. How To Use It
Managing your business launch is straightforward when you follow these steps within the Kerika platform:
The READ ME Card: You will find a READ ME card at the top of every column. Think of these as process gates or quality control checkpoints; always check these first for the specific criteria that must be met before moving tasks.
Advancing the Workflow: Move your task cards from left to right as milestones are met. This ensures your team only focuses on “ready” materials and avoids the chaos of jumping ahead before your legal foundation is laid.
The CHECKLIST Tab: Open every card and navigate to the CHECKLIST tab to manage sub-tasks. You can check these off one-by-one to ensure that no small detail, such as a specific Maryland filing fee or figure, is ever overlooked.
The ATTACHMENTS Tab: Use the ATTACHMENTS tab to store sensitive documents like your Articles of Organisation. Kerika is the only task management tool that leaves file ownership entirely with you by storing documents in your own Google Drive or OneDrive account.
Conclusion
Using a visual board for your business launch allows you to eliminate messy email chains and maintain high-level business credibility. Because Kerika integrates seamlessly with Google Workspace and Microsoft 365, your document access and security are managed automatically.
When you change a user’s role in Kerika, their file access in your cloud storage is updated instantly. Internal team members get the read+write access they need to build the business, while legal counsel or external partners can be added as Visitors with read-only access.
By following this structured workflow, you ensure your new venture maintains the highest professional standards from day one. It transforms a complex bureaucratic process into a manageable, transparent series of successful steps.
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!
