All posts by Kerika

About Kerika

Kerika is the only task management tool that's designed specially for global, remote teams.

Organizirajte verzije datoteka bez gnjavaže

Upravljanje višestrukim verzijama datoteka može brzo postati neodoljivo. Vjerojatno ste se zatekli kako buljite u datoteke s oznakom “final”, “final-2” ili “final-really-this-time”, pitajući se koja je posljednja. Uobičajena je frustracija pri žongliranju ažuriranjima projekta.

Učinkovitiji sustav u potpunosti eliminira ovo nagađanje. Automatskim praćenjem i zamjenom starih verzija datoteka, možete osigurati da vaš tim uvijek radi s najnovijom datotekom, bez nereda ili zabune.

Evo vodiča za učinkovito organiziranje i ažuriranje datoteka u kontekstu specifičnog zadatka i na razini ploče:

  1. Prilozi kartice sa zadacima
snimka zaslona koja prikazuje Kerikino intuitivno sučelje kartice zadataka za jednostavno upravljanje datotekama. Slika ističe karticu 'Privici' na određenom zadatku ('Dizajn korisničkog sučelja'), sa strelicom koja pokazuje na ikonu 'Učitaj novu verziju'. Ovo pokazuje kako članovi tima bez napora mogu zamijeniti zastarjele datoteke izravno unutar zadatka, osiguravajući da svi surađuju koristeći najnoviju verziju i eliminirajući zbunjujuće duplikate poput 'final-v2.docx'. Ovaj besprijekorni proces podržava fokusiranu suradnju i pojednostavljuje tijek rada projekta.

Kliknite ovdje za pregled ove kartice zadatka

Kartice zadataka mjesto su gdje se događa sva magija kada je u pitanju organiziranje datoteka povezanih s određenim zadacima. Evo kako ažurirate datoteku:

  • Pronađite svoju datoteku: Otvorite karticu zadataka na kojoj je priložena datoteka.
  • Učitajte novu verziju: Kliknite na Prenesi novu verziju ikona pored postojeće datoteke. Time se stara verzija automatski zamjenjuje novom, a povijest ostaje netaknuta. Nema potrebe brisati staru verziju ili preimenovati datoteku.
  • Prednosti: Ažurirana datoteka odmah se povezuje sa zadatkom, tako da vaš tim može nastaviti suradnju bez preskakanja.

Kartice zadataka osiguravaju da vaša ažuriranja datoteka ostanu relevantna za zadatak koji imate, držeći sve na istoj stranici.

  1. Prilozi za ploču
Zamjenski tekst: Snimka zaslona koja ilustrira kako Kerika pojednostavljuje upravljanje dokumentima na razini projekta putem privitaka na ploči. Slika prikazuje glavni prikaz Kerika ploče sa strelicom koja ističe ikonu 'Priloži datoteke ovoj ploči'. Skočni prozor 'Privici ploče' prikazuje datoteke na razini projekta, a druga strelica pokazuje na ikonu 'Učitaj novu verziju', pokazujući jednostavan proces ažuriranja. Ova značajka pruža središnje, lako dostupno mjesto za ključne resurse kao što su povelje ili predlošci, osiguravajući da cijeli tim ostane u skladu s najnovijim informacijama, jačajući suradnju za distribuirane ili hibridne timove.

Kliknite ovdje za pregled ovog priloga ploče

Prilozi ploči idealni su za datoteke koje utječu na cijeli projekt, kao što su projektne povelje ili zajednički predlošci. Ažuriranje datoteka ovdje je jednako jednostavno:

  • Dođite do Privitaka ploče: Kliknite na Prilozi ikona na izborniku ploče.
  • Ažurirajte datoteku: Odaberite datoteku koju želite zamijeniti i kliknite Prenesi novu verziju dugme. Starija verzija se neprimjetno zamjenjuje, tako da nema zabune oko toga koja je verzija aktualna.
  • Prednosti: Vaš cijeli tim dobiva trenutni pristup najnovijoj verziji, bez obzira odakle rade.

Prilozi na ploči osiguravaju organiziranost i ažurnost datoteka za cijeli projekt bez stvaranja duplikata.

Zaključak

Učinkovito upravljanje datotekama pojednostavljuje tijek rada projekta i poboljšava suradnju. Uklanjanjem zabune višestrukih verzija datoteka, možete održavati svoj tim organiziranim i usredotočenim na ono što je uistinu važno.

Perubahan pada Harga Kami

Harga lama kami tidak berubah selama lebih dari 10 tahun, dan tidak lagi mencerminkan nilai produk kami, mahupun hakikat bahawa kini kami mempunyai lebih ramai pengguna di luar Amerika Syarikat berbanding di dalam.

Oleh itu, sudah tiba masanya untuk kami mengemas kini model harga kami secara menyeluruh! Dalam catatan blog ini, kami akan merangkum semua perubahan, dan dalam bahagian di bawah, anda akan menemui pautan ke catatan blog dan halaman laman web lain yang membincangkan setiap perkara dengan lebih terperinci:

Harga lebih rendah untuk kebanyakan negara

Selama 10 tahun yang lalu, kami hanya mempunyai satu harga: $7 bagi setiap Ahli Pasukan Akaun, dibayar setiap tahun. Walaupun harga ini agak rendah bagi pasaran Amerika Syarikat, ia menjadi cabaran bagi pengguna dari negara dengan ekonomi yang kurang berkembang dan kuasa beli yang lebih rendah.

Kami kini menjadikan Kerika lebih berpatutan bagi pengguna di luar Amerika Syarikat: harga baharu untuk Pelan Profesional bagi pelanggan di AS adalah $9 setiap pengguna sebulan, atau $90 setiap tahun, tetapi pelanggan dari hampir semua negara lain boleh melanggan pada kadar yang lebih rendah. Ini bermakna pelanggan dari negara dengan ekonomi yang lebih kecil boleh membeli langganan Kerika yang sama seperti pelanggan dari negara yang lebih kaya, tetapi dengan harga yang jauh lebih murah.

Perubahan ini akan dapat dilihat apabila anda mengunjungi halaman harga di laman web Kerika, serta dalam aplikasi Kerika. Harga yang dipaparkan akan merupakan jumlah selepas diskaun, dan ia akan dipaparkan dalam mata wang tempatan anda. Sebagai contoh, pengguna dari Malaysia akan melihat Pelan Profesional berharga RM 20 sebulan / RM 200 setahun.

(Pelan Perniagaan untuk pelanggan di Korea Selatan akan berharga RM 30 sebulan / RM 300 setahun.)

Bayar dalam mata wang anda sendiri

Selain harga yang lebih rendah di luar Amerika Syarikat, kami juga membolehkan pelanggan kami membayar dalam pelbagai mata wang — sebanyak 135 mata wang semuanya.

Ini akan memudahkan orang di negara yang berbeza, yang mungkin menghadapi kesukaran untuk membuat pembelian dalam Dolar AS, untuk membeli langganan Kerika.

Baca lebih lanjut mengenai mata wang.

Langganan Bulanan atau Tahunan

Pengguna yang baru dalam mana-mana perkhidmatan dalam talian mungkin ragu-ragu untuk membeli langganan tahunan sebelum mereka benar-benar biasa dengan perkhidmatan tersebut. Pilihan semula jadi bagi pelanggan baharu ialah membuat komitmen kewangan yang lebih kecil pada awalnya, dengan membeli langganan bulanan. Kami telah memudahkan perkara ini.

Kini, anda boleh membeli Langganan Bulanan atau Tahunan (tetapi tidak boleh mencampurkan kedua-duanya).

Langganan tahunan berharga 10 kali ganda kadar bulanan, jadi jika anda bercadang untuk menggunakan Kerika lebih daripada 10 bulan, adalah lebih jimat untuk mendapatkan langganan tahunan.

Namun, jika anda pelanggan baharu dan masih ragu-ragu untuk membuat komitmen kepada Kerika, kini anda mempunyai cara yang lebih mudah untuk terus menggunakan Kerika selepas Percubaan Percuma 30 hari anda tamat: hanya beli langganan bulanan untuk beberapa bulan, dan kemudian beralih kepada langganan tahunan untuk penjimatan kos setelah anda yakin dengan manfaat Kerika bagi produktiviti pasukan anda.

Jaminan Wang Dikembalikan 30 Hari

Dan untuk memudahkan lagi pelanggan baharu membeli Langganan Tahunan dengan yakin, kami kini menawarkan Jaminan Wang Dikembalikan 30 Hari yang sangat mudah!

Jika anda menukar fikiran dalam masa 30 hari selepas membeli Langganan Tahunan, atas sebarang sebab, anda boleh meminta bayaran balik penuh dalam bentuk tunai.

Kini anda tidak perlu risau sama ada anda membuat keputusan yang salah apabila mengklik butang Beli!

Baca lebih lanjut mengenai Jaminan Wang Dikembalikan 30 Hari kami.

Bayaran Balik Lain hanya dalam bentuk Kredit Kerika

Sistem lama kami untuk mengira dan menguruskan bayaran balik adalah sangat rumit: ia mencipta kesulitan dalam sistem bil kami, dan kesulitan itu seterusnya menyebabkan pelbagai masalah yang menjejaskan pelanggan dan kami sendiri.

Kami kini beralih kepada sistem yang lebih mudah: jika anda membatalkan langganan, anda akan menerima kredit pro rata dalam akaun Kerika anda, yang boleh digunakan untuk pembelian pada masa hadapan. Kredit ini tidak akan luput dan tidak boleh ditebus dalam bentuk tunai: ia hanya boleh digunakan untuk pembelian akan datang.

Baca lebih lanjut mengenai Dasar Bayaran Balik kami.

Diskaun Akademik & Badan Bukan Keuntungan

Pelan Akademik & Badan Bukan Keuntungan yang lama membenarkan Pasukan Akaun sehingga 10 orang menggunakan Kerika secara percuma. Walau bagaimanapun, ia sukar untuk dikendalikan, sering disalahgunakan, dan tidak dapat membantu semua sekolah, universiti, dan organisasi bukan keuntungan.

Pelan Akademik & Badan Bukan Keuntungan kini akan berfungsi sebagai diskaun mudah sebanyak 50%: jika anda layak, anda boleh membeli mana-mana pelan pada separuh harga, dan tidak akan ada lagi had bagi saiz Pasukan Akaun anda. Pelan baharu ini memudahkan organisasi yang lebih besar untuk menggunakan Kerika di seluruh organisasi mereka.

Baca lebih lanjut mengenai Diskaun Badan Bukan Keuntungan.

Kebanyakan Pembelian Perlu Dilakukan Secara Dalam Talian

Kami sebelum ini menawarkan pilihan untuk meminta invois yang boleh dibayar menggunakan cek bank atau pemindahan terus, tetapi malangnya, pilihan ini sering disalahgunakan oleh sebilangan pengguna yang meminta invois tetapi tidak membayarnya, serta mengabaikan e-mel peringatan kami!

Dengan sistem baharu kami, pilihan untuk membuat pembelian luar talian (iaitu, meminta invois) hanya tersedia kepada pelanggan tertentu. Beberapa pelanggan lama kami telah menggunakan kaedah luar talian selama bertahun-tahun kerana itu satu-satunya cara mereka boleh membuat pembelian — situasi biasa bagi mereka yang bekerja dalam sektor kerajaan atau syarikat besar yang memerlukan invois diproses melalui jabatan Akaun Belum Bayar mereka.

Bagi pelanggan lama ini, kaedah luar talian akan terus tersedia, tetapi akan dikuatkuasakan dengan lebih ketat: jika invois tidak dibayar tepat pada masanya, langganan yang berkaitan akan dibatalkan.

Jika anda pelanggan baharu yang memerlukan kaedah luar talian, sila hubungi kami!

Lebih Mudah Menggantikan Pengguna dalam Akaun

Dengan sistem harga baharu, pelanggan kami kini boleh menggantikan satu pengguna dengan pengguna lain tanpa dikenakan caj tambahan, selagi penyingkiran pengguna lama dan penambahan pengguna baharu dilakukan pada hari yang sama.

Jika seorang pengguna dikeluarkan daripada Pasukan Akaun dan pengguna lain ditambah pada hari yang sama, sistem tidak akan menjana sebarang transaksi bil.

Lebih Banyak Butiran dalam Sejarah Bil Anda

Skrin Sejarah Bil, yang boleh diakses dengan mengklik pilihan Urus Akaun dalam menu yang muncul apabila anda mengklik avatar anda di bahagian atas kanan aplikasi desktop, kini akan mengandungi lebih banyak maklumat mengenai perubahan yang dibuat, seperti menghidupkan/mematikan auto-pembaharuan, menambah pengguna, dan sebagainya.

Ini akan membantu pelanggan memahami dengan lebih baik bagaimana bil mereka berubah dari semasa ke semasa.

Peralihan yang Lancar

Jika anda sudah menjadi pelanggan Kerika, pelan anda akan diteruskan seperti biasa sehingga tamat tempohnya.

Sebarang Soalan atau Kebimbangan?

Kami faham bahawa perubahan harga boleh menyebabkan kebimbangan bagi sesetengah pengguna. Kami sedia membantu menjawab pertanyaan anda dan mendengar maklum balas anda. Hubungi kami!

Mga Pagbabago sa Aming Presyo

Ang lumang sistema ng pagpepresyo namin ay hindi nagbago sa loob ng mahigit 10 taon, at hindi na ito sumasalamin sa tunay na halaga ng aming produkto — lalo na ngayon na mas marami na kaming mga gumagamit mula sa labas ng Estados Unidos kaysa sa loob nito.

Kaya’t panahon na upang i-update namin ang aming modelo ng pagpepresyo sa lahat ng aspeto! Sa blog post na ito, buod ang lahat ng mga pagbabago, at sa mga seksyon sa ibaba ay makikita mo ang mga link patungo sa iba pang blog posts at mga pahina ng aming website na tatalakay ng bawat detalye:

Mas Mababang Presyo para sa Karamihan ng mga Bansa

Sa loob ng nakaraang 10 taon, iisa lang ang presyo: $7 bawat miyembro ng Account Team, binabayaran taun-taon. Bagama’t mababa ito para sa merkado ng US, naging hadlang ito para sa mga bansa na may hindi gaanong maunlad na ekonomiya at mababang purchasing power.

Ginagawa naming mas abot-kaya ang Kerika para sa mga gumagamit sa labas ng Estados Unidos: habang ang bagong presyo ng Professional Plan para sa US-based na customers ay $9 kada buwan o $90 taun-taon, makakabili ang mga customer mula sa halos lahat ng ibang bansa ng subscription sa mas mababang halaga.

Makikita ito kapag binisita mo ang Pricing Page ng Kerika o tiningnan mo ang mga available na plano sa loob ng app. Ipapakita ang presyo sa lokal mong pera. Halimbawa, para sa mga gumagamit sa Pilipinas, makikita nila ang Professional Plan sa halagang ₱200 / buwan o ₱2,000 taun-taon.

(Para naman sa Business Plan, ang presyo ay ₱300 / buwan o ₱3,000 taun-taon.)

Magbayad Gamit ang Iyong Sariling Pera

Kasabay ng mas murang presyo sa labas ng US, pinapagana na rin namin ang pagbabayad gamit ang 135 na iba’t ibang uri ng pera.

Mas madali na ngayon para sa mga nasa ibang bansa na hindi makabili gamit ang US Dollars ang mag-subscribe sa Kerika.

👉 Basahin pa tungkol sa mga sinusuportahang currency.

Buwanang o Taunang Subscription

Maaaring magdalawang-isip ang mga bagong user na agad bumili ng taunang subscription kung hindi pa sila pamilyar sa serbisyo. Mas natural na magsimula muna sa mas maliit na commitment gamit ang buwanang subscription — at pinapadali na namin ito ngayon!

Pwede ka nang pumili sa pagitan ng buwanan o taunan (hindi pinaghalong dalawa).

Ang taunang subscription ay 10x ng buwanang presyo, kaya kung balak mong gamitin ang Kerika nang higit sa 10 buwan, mas makakatipid ka kung taunang plano ang pipiliin.

Pero kung bago ka pa lang sa Kerika at hindi pa sigurado, madali ka nang makakapagpatuloy pagkatapos ng 30-araw na Libreng Pagsubok: magsimula sa buwanang subscription, tapos lumipat sa taunang plano kapag kumbinsido ka na sa mga benepisyo ng Kerika para sa produktibidad ng iyong team.

30-Araw na Garantiyang Ibalik ang Bayad

Para mas mapagaan ang loob ng mga bagong user, nag-aalok na kami ngayon ng napakasimpleng 30-araw na Money Back Guarantee!

Kung magbago ang isip mo sa loob ng 30 araw matapos bumili ng taunang subscription, kahit anong dahilan, pwede kang humiling ng buong refund.

Wala nang alalahanin kung tama ba ang pagbili mo — subukan mo lang!

👉 Basahin pa ang tungkol sa aming 30-araw na Money Back Guarantee.

Ibang Refund bilang Kerika Credit lamang

Ang dati naming refund system ay napakakumplikado: naging sanhi ito ng bugs at problema sa billing.

Ngayon, mas simple na: kapag nag-cancel ka ng subscription, makakakuha ka ng pro-rata na credit sa iyong Kerika account para sa mga susunod na pagbili. Ang credits ay hindi mawawala at hindi maaaring i-convert sa cash — para lang ito sa future purchases.

👉 Basahin pa ang tungkol sa aming Refund Policy.

Diskwento para sa Akademiko at Nonprofit

Dati, pinapayagan namin ang Account Teams ng hanggang 10 katao na gumamit ng Kerika nang libre, pero mahirap itong i-manage at madalas ay naaabuso.

Ngayon, ang bagong plano ay isang diretsong 50% na diskwento: kung kwalipikado ka, maaari mong bilhin ang anumang plano sa kalahating presyo, kahit gaano kalaki ang iyong team. Mas madali na para sa buong paaralan o organisasyon na gumamit ng Kerika.

👉 Basahin pa ang tungkol sa Nonprofit Discount.

Karamihan ng Pagbili ay Kailangang Online

Dati, pwede kang humiling ng invoice at magbayad sa pamamagitan ng bank cheque o direct deposit. Ngunit maraming user ang nagsamantala sa opsyong ito — humihiling ng invoice pero hindi nagbabayad.

Ngayon, ang offline na pagbili (i.e. invoice request) ay para na lang sa piling customer, lalo na yung mga matagal nang gumagamit ng offline method (hal. gobyerno o malalaking kumpanya).

Para sa kanila, mananatili ito pero ipapatupad nang mahigpit: kapag hindi bayad ang invoice sa takdang panahon, ika-cancel ang subscription.

Kung bago ka at kailangan mong gumamit ng offline method, 👉 makipag-ugnayan sa amin.

Mas Madaling Palitan ang User sa Account

Sa bagong pricing system, madali mo nang mapalitan ang isang user ng isa pa nang walang dagdag na bayad, basta sa parehong araw ito ginawa.

Kung ang isang user ay inalis at pinalitan sa parehong araw, walang mabubuong bagong singil.

Mas Detalyadong Billing History

Sa Billing History screen (makikita sa Manage Account mula sa menu sa kanang itaas), makikita mo na ngayon ang mas detalyadong impormasyon tulad ng pagbabago sa auto-renewal, pagdagdag ng user, atbp.

Mas malinaw mo nang mauunawaan kung paano nagbabago ang billing mo sa paglipas ng panahon.

Maayos na Paglipat

Ito ang pinakamahalaga: kung kasalukuyan kang customer ng Kerika, mananatili ang iyong kasalukuyang plano hanggang sa matapos ang term nito.

Kung binili mo noon sa $84/user at ang bagong presyo sa iyong rehiyon ay ₱2,400, hindi ka kailangang magbayad muli ngayon — sa susunod mong renewal pa ito magiging epektibo.

Ganoon din para sa lumang Academic & Nonprofit Plan — itutuloy ito hanggang matapos ang term, at pagkatapos ay pwede kang lumipat sa bagong Professional o Business Plan na may automatic Nonprofit Discount.

May mga Tanong o Alalahanin?

Alam naming ang mga pagbabago sa presyo ay maaaring makaapekto sa ilan, kahit gaano pa ito pinag-isipan. Masaya kaming sagutin ang iyong mga tanong at pakinggan ang iyong mga saloobin.

👉 Makipag-ugnayan sa amin.

Thay đổi trong Chính Sách Giá của Chúng Tôi

Giá cũ của chúng tôi đã không thay đổi trong hơn 10 năm và không còn phản ánh đúng giá trị của sản phẩm, cũng như thực tế rằng hiện tại chúng tôi có nhiều người dùng ngoài Hoa Kỳ hơn là trong nước.

Vì vậy, đã đến lúc chúng tôi cập nhật mô hình định giá của mình một cách toàn diện! Trong bài viết này, chúng tôi sẽ tóm tắt tất cả các thay đổi, và ở các phần bên dưới bạn sẽ tìm thấy liên kết đến các bài blog khác và các trang trên website trình bày chi tiết hơn từng nội dung:

Giá thấp hơn cho hầu hết các quốc gia

Trong 10 năm qua, chúng tôi chỉ có một mức giá: $7 cho mỗi thành viên trong nhóm tài khoản, thanh toán hàng năm. Mức giá này tương đối thấp so với thị trường Hoa Kỳ, nhưng lại gây khó khăn cho người dùng ở các quốc gia có nền kinh tế kém phát triển và sức mua thấp hơn.

Chúng tôi đang làm cho Kerika trở nên phải chăng hơn cho người dùng ngoài Hoa Kỳ: trong khi mức giá mới cho Gói Chuyên Nghiệp cho khách hàng ở Hoa Kỳ là $9 mỗi người mỗi tháng, hoặc $90 mỗi năm, thì khách hàng từ gần như mọi quốc gia khác đều có thể mua với mức giá thấp hơn. Điều này có nghĩa là người dùng ở các nền kinh tế nhỏ có thể đăng ký Kerika với mức giá ưu đãi hơn rất nhiều so với các nước giàu.

Bạn sẽ thấy điều này khi truy cập trang định giá của website Kerika hoặc khi xem các gói trong ứng dụng Kerika. Mức giá hiển thị sẽ là mức giá đã giảm, và sẽ hiển thị bằng đơn vị tiền tệ địa phương của bạn. Ví dụ, người dùng tại Việt Nam sẽ thấy Gói Chuyên Nghiệp có giá ₫13.400 mỗi tháng / ₫134.000 mỗi năm.

(Gói Doanh Nghiệp dành cho khách hàng Việt Nam sẽ có giá ₫194.200 mỗi tháng / ₫1.942.000 mỗi năm.)

Thanh toán bằng đồng tiền của bạn

Bên cạnh mức giá thấp hơn, chúng tôi còn cho phép khách hàng thanh toán bằng nhiều loại tiền tệ khác nhau — tổng cộng là 135 loại tiền.

Điều này giúp người dùng ở nhiều quốc gia dễ dàng hơn trong việc thanh toán, đặc biệt nếu họ gặp khó khăn khi thanh toán bằng Đô la Mỹ.

Tìm hiểu thêm về các loại tiền tệ được hỗ trợ.

Gói thuê bao theo tháng hoặc theo năm

Người dùng mới thường do dự khi đăng ký gói theo năm trước khi hiểu rõ dịch vụ. Họ có xu hướng chọn các gói thanh toán theo tháng để giảm rủi ro về tài chính. Chúng tôi giúp bạn dễ dàng làm điều này.

Giờ đây bạn có thể chọn mua gói theo tháng hoặc theo năm (không thể kết hợp cả hai).

Gói theo năm sẽ có giá bằng 10 lần gói theo tháng. Vì vậy, nếu bạn có kế hoạch sử dụng Kerika hơn 10 tháng thì mua gói năm sẽ tiết kiệm hơn.

Nhưng nếu bạn là người dùng mới và còn phân vân, bạn hoàn toàn có thể tiếp tục dùng Kerika sau khi hết thời gian Dùng Thử Miễn Phí 30 ngày bằng cách đăng ký thuê bao theo tháng trong vài tháng đầu, sau đó chuyển sang gói năm để tiết kiệm chi phí.

Cam kết hoàn tiền trong 30 ngày

Để giúp người dùng mới yên tâm hơn khi mua gói năm, chúng tôi hiện đang cung cấp Chính sách Hoàn Tiền 30 Ngày rất đơn giản!

Nếu bạn đổi ý trong vòng 30 ngày kể từ ngày mua gói thuê bao năm, vì bất kỳ lý do gì, bạn có thể yêu cầu hoàn lại toàn bộ số tiền đã thanh toán.

Bạn không còn phải lo lắng mình có mắc sai lầm khi bấm nút Mua hay không nữa!

Tìm hiểu thêm về Chính sách Hoàn Tiền 30 Ngày của chúng tôi.

Các khoản hoàn tiền khác sẽ được cấp dưới dạng Tín dụng Kerika

Hệ thống hoàn tiền cũ của chúng tôi thực sự là một nỗi đau: nó khiến hệ thống thanh toán trở nên phức tạp và gây ra nhiều lỗi ảnh hưởng đến cả khách hàng và chúng tôi.

Giờ đây, chúng tôi áp dụng hệ thống đơn giản hơn: nếu bạn hủy gói thuê bao, bạn sẽ được cấp tín dụng theo tỷ lệ trong tài khoản Kerika của mình để dùng cho các giao dịch sau này. Tín dụng này không có thời hạn sử dụng và không thể đổi thành tiền mặt — chỉ có thể dùng để mua hàng trong tương lai.

Xem thêm về Chính sách Hoàn Tiền của chúng tôi.

Giảm giá cho tổ chức học thuật và phi lợi nhuận

Trước đây, gói dành cho học thuật & tổ chức phi lợi nhuận cho phép các nhóm lên đến 10 người sử dụng Kerika miễn phí. Tuy nhiên, điều này khó quản lý, dễ bị lạm dụng và không giúp ích cho mọi trường học hay tổ chức.

Giờ đây, chương trình này sẽ được chuyển thành giảm giá 50% đơn giản: nếu bạn đủ điều kiện, bạn có thể mua bất kỳ gói nào với giá chỉ bằng một nửa. Không còn giới hạn số lượng thành viên trong nhóm tài khoản.

Tìm hiểu thêm về Giảm giá cho tổ chức phi lợi nhuận.

Phần lớn các giao dịch sẽ phải được thực hiện trực tuyến

Trước đây chúng tôi cho phép yêu cầu hóa đơn để thanh toán bằng séc ngân hàng hoặc chuyển khoản, nhưng phương thức này đã bị nhiều người dùng lợi dụng — họ yêu cầu hóa đơn nhưng không thanh toán và cũng phớt lờ các email nhắc nhở!

Với hệ thống mới, phương thức thanh toán ngoại tuyến (tức là yêu cầu hóa đơn) chỉ áp dụng cho một số khách hàng đặc biệt. Một số khách hàng lâu năm đã dùng phương thức này trong nhiều năm do yêu cầu từ tổ chức (ví dụ như cơ quan chính phủ hoặc tập đoàn lớn yêu cầu xử lý qua phòng Kế Toán).

Đối với những khách hàng này, phương thức ngoại tuyến vẫn được duy trì, nhưng sẽ bị giám sát chặt chẽ: nếu hóa đơn không được thanh toán đúng hạn, thuê bao sẽ bị hủy.

Nếu bạn là khách hàng mới cần dùng phương thức ngoại tuyến, hãy liên hệ với chúng tôi!

Dễ dàng thay thế người dùng trong tài khoản

Với hệ thống giá mới, khách hàng có thể thay thế một người dùng bằng người khác trong cùng một ngày mà không phát sinh thêm chi phí, miễn là việc thay thế diễn ra trong cùng ngày.

Nếu một người dùng bị xóa khỏi nhóm và một người khác được thêm vào trong cùng một ngày, hệ thống sẽ không tạo ra giao dịch thanh toán nào.

Thông tin chi tiết hơn trong Lịch Sử Thanh Toán

Màn hình Lịch Sử Thanh Toán (Billing History), có thể truy cập bằng cách nhấp vào Quản lý Tài Khoản trong menu khi bạn bấm vào ảnh đại diện ở góc phải trên cùng của ứng dụng máy tính để bàn, giờ đây sẽ hiển thị nhiều thông tin hơn về các thay đổi như bật/tắt tự động gia hạn, thêm người dùng, v.v.

Điều này sẽ giúp bạn hiểu rõ hơn về quá trình thanh toán của mình theo thời gian.

Chuyển đổi mượt mà

Đây có lẽ là phần quan trọng nhất: nếu bạn đã là khách hàng của Kerika với bất kỳ gói nào, gói hiện tại sẽ tiếp tục có hiệu lực cho đến khi hết thời hạn.

Nếu bạn đã mua với giá $84/người mỗi năm, và giá hiện tại cho khu vực của bạn là ₫134.000 mỗi năm, bạn không cần thanh toán thêm gì ngay bây giờ. Khi hết hạn, mức giá mới sẽ được áp dụng.

Tương tự, nếu bạn đang sử dụng gói học thuật & phi lợi nhuận cũ, gói này sẽ tiếp tục cho đến khi hết thời hạn. Khi đó bạn sẽ cần mua Gói Chuyên Nghiệp hoặc Gói Doanh Nghiệp, nhưng bạn sẽ tự động đủ điều kiện nhận Giảm Giá Phi Lợi Nhuận.

Có câu hỏi hoặc lo lắng?

Chúng tôi hiểu rằng việc thay đổi giá cả có thể khiến một số người dùng lo lắng, dù chúng tôi đã nỗ lực thiết kế mô hình mới một cách cẩn thận. Chúng tôi rất sẵn lòng giải đáp mọi thắc mắc và lắng nghe ý kiến của bạn.
Liên hệ với chúng tôi!

Peribadikan Pengalaman Anda: Menyesuaikan Keutamaan

Ruang kerja anda sepatutnya berfungsi untuk anda, bukan sebaliknya. Pilihan penyesuaian membolehkan anda menyesuaikan segala-galanya daripada warna latar belakang kepada pemberitahuan dan alatan papan putih, membantu anda kekal teratur dan produktif.

Untuk mula memperibadikan ruang kerja anda, anda perlu mengakses Tetapan Keutamaan dalam akaun anda. Begini caranya:

  1. Klik pada Ikon Profil anda di penjuru kanan sebelah atas skrin.
  2. Pilih Keutamaan Saya daripada menu lungsur.
Tangkapan skrin menunjukkan betapa mudahnya pengguna boleh mengakses tetapan peribadi mereka dalam Kerika. Anak panah menunjuk dari ikon profil pengguna di penjuru kanan sebelah atas ke menu lungsur turun, menyerlahkan pilihan 'Keutamaan Saya'. Navigasi intuitif ini memudahkan pengguna mula menyesuaikan ruang kerja mereka untuk pengalaman yang lebih produktif dan diperibadikan.

Tetapan ini membolehkan anda mencipta pengalaman yang sesuai dengan gaya kerja unik anda. Sekarang setelah anda tahu cara mengakses tetapan, izinkan kami membimbing anda langkah demi langkah bagaimana anda boleh menggunakan setiap pilihan penyesuaian.

Cara Ia Berfungsi: Melaraskan Keutamaan

Keutamaan biasanya dikumpulkan kepada tiga kategori utama: Umum, Pemberitahuan, dan Papan putih. Setiap bahagian menyediakan pilihan mudah yang direka untuk meningkatkan aliran kerja anda dan mengoptimumkan pengalaman anda.

Berikut ialah pandangan yang lebih dekat tentang cara tetapan ini berfungsi:

Tetapan Umum: Jadikan Ruang Kerja Anda Milik Anda

Tangkapan skrin tab pilihan 'Umum' Kerika, menunjukkan cara pengguna boleh menyesuaikan ruang kerja visual mereka. Pilihan yang ditunjukkan termasuk memilih 'Warna Latar Belakang' tersuai daripada palet dan menogol 'Gunakan Tag untuk Papan Tugas'. Tetapan ini membolehkan pengguna mencipta persekitaran yang selesa secara visual dan menyelaraskan organisasi tugas dengan mendayakan tag secara lalai, mempamerkan fleksibiliti Kerika dalam menyesuaikan diri dengan gaya kerja individu.
  1. Warna Latar Belakang:

    Pilih warna latar belakang yang mudah pada mata anda dan sesuai dengan gaya anda

    ● Pilih daripada pelbagai pilihan untuk menjadikan ruang kerja anda menarik secara visual.
  2. Gunakan Teg untuk Papan Tugas

    ● Dayakan ciri ini untuk memasukkan teg secara automatik pada papan tugas baharu dan templat yang anda buat.

    ● Membantu anda kekal teratur dan mengkategorikan tugas dengan mudah.

Faedahnya:

Menyesuaikan aspek visual ruang kerja anda menjadikannya lebih intuitif dan kurang bersepah, membantu anda kekal fokus.

Pemberitahuan: Kekal dalam Lingkaran Tanpa Beban Terlebih

Tangkapan skrin yang memaparkan keutamaan 'Pemberitahuan' butiran Kerika. Pengguna boleh dengan mudah menogol pemberitahuan e-mel untuk sembang, aktiviti pentadbir papan (seperti penambahan atau penyiapan tugas) dan ikut serta untuk ringkasan peringatan tugas harian. Tahap kawalan ini memberi kuasa kepada pengguna untuk terus mendapat maklumat tentang kemas kini kerjasama penting tanpa mengalami beban pemberitahuan, memastikan mereka hanya menerima maklumat yang berkaitan dengan aliran kerja mereka.
  1. Pemberitahuan Sembang

    ● Dapatkan e-mel apabila terdapat sembang peringkat lembaga atau apabila seseorang bersembang pada tugas yang anda terlibat.
  2. Kemas Kini Aktiviti untuk Pentadbir

    ● Terima pemberitahuan apabila tugasan baharu ditambahkan, diselesaikan atau ditugaskan semula pada papan yang anda tadbir.
  3. Peringatan Tugasan Harian

    ● Pilih ringkasan e-mel harian yang dihantar pada 6 PG, menunjukkan tugas tertunggak dan tugasan yang perlu dibayar minggu ini atau seterusnya.

    ● Kumpulan tugas mengikut tarikh atau papan untuk penjejakan mudah.

Faedahnya:

Dengan pemberitahuan yang fleksibel, anda boleh terus mendapat maklumat tentang perkara yang paling penting tanpa dihujani dengan kemas kini yang tidak perlu.

Tetapan Papan Putih: Perkemas Proses Kreatif Anda

Petikan skrin pilihan 'Papan Putih' Kerika, membolehkan pengguna menyelaraskan proses kreatif mereka. Pilihan membenarkan tetapan lalai untuk 'Garis dan Bentuk' (gaya, ketebalan, warna), 'Teks pada Kanvas' (fon, saiz, warna) dan mendayakan 'Grid pada Kanvas' dengan saiz tersuai. Kebolehubahsuaian ini memastikan konsistensi dan profesionalisme dalam kerjasama visual, membolehkan pasukan menyediakan papan putih mereka agar sepadan dengan sempurna dengan perancangan atau aliran kerja sumbang saran mereka.
  1. Garisan dan Bentuk

    ● Tetapkan gaya garisan lalai, ketebalan dan warna untuk menghasilkan visual yang bersih dan konsisten.
  2. Teks pada Kanvas

    ● Pilih gaya, saiz dan warna fon pilihan anda untuk rupa yang digilap.
  3. Pilihan Grid

    ● Dayakan menyentap ke grid dan tetapkan saiz grid untuk memastikan reka bentuk anda sejajar dan profesional.

Faedahnya:

Tetapan ini menjadikan papan putih sesuai untuk sumbang saran, merancang atau mereka bentuk, memastikan kerja anda kelihatan hebat dan kekal teratur.

Bungkus

Sama ada melaraskan elemen visual, menyesuaikan pemberitahuan atau memperkemas alatan kreatif, pilihan ini direka bentuk untuk meningkatkan produktiviti anda dan memastikan persekitaran kerja anda teratur. Mengambil sedikit masa untuk memperibadikan tetapan anda boleh membawa kepada pengalaman yang lebih cekap dan menyeronokkan setiap hari.

Mastering Project Management: A Step-by-Step Guide to Delivering Success

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.

This screenshot shows an example of a remote team using Kerika to manage their projects. In this image you can see that tasks are entered across several different columns that are laid out to represent the workflow for this particular team.  In each task, you can easily see who is currently working on the task, from their avatars, and you can also see important information about each task such as the due date, whether there attachments on the task, tags, and whether there has been chat on the task as well.  The layout is simple and intuitive so even users who are not technical, or experienced in using Kanban-style boards, can easily understand the state of the project.

Click on this image to see how this team has bult a powerful Project Management Board

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.

Explore Kerika's demo project management board and see how it simplifies complex workflows. This image showcases a visual representation of tasks progressing through stages like project strategy, design, development, and testing, ensuring nothing is missed. Discover how Kerika's intuitive features can help your team stay organized and deliver successful outcomes

Explore How This Demo Project Management Board Works

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.

How This Project Board Works

Customize your project workflow with Kerika. This image demonstrates features for adding tasks, customizing columns, managing team members, centralizing communication, and sharing files. Tailor the board to your unique project needs and empower your team to collaborate effectively. See how Kerika's flexibility can boost your team's productivity

Explore How This Demo Project Management Board Works

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

Easily create and manage project tasks with Kerika. This image showcases Kerika's intuitive task creation feature, allowing you to quickly add descriptions, checklists, and attachments to each task. Streamline your workflow and ensure no detail is missed with Kerika's comprehensive task management capabilities

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

Tailor your project workflow to meet your team's unique needs by customizing the columns within Kerika. This image shows how easy it is to add, rename, hide, or move columns. Streamline the process by visualizing each step, from strategy to design, development, and testing. Make complex workflows easier to manage through Kerika's powerful and customizable interface

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

Streamline team collaboration with Kerika's role-based access control. This image showcases how to easily manage team members and assign roles (Admin, Member, Visitor) to ensure the right people have the right permissions. Improve accountability and protect sensitive project information with Kerika's robust team management features

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

Improve team communication with Kerika's centralized board chat. This image demonstrates how to easily share updates, ask questions, and provide feedback directly within the project management board, eliminating scattered emails and ensuring everyone stays informed. Streamline your project communication and enhance team collaboration with Kerika

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

Centralize project resources with Kerika's file sharing and integration features. This image demonstrates how to easily upload files, link Google Docs, and create new documents directly within the project board. Keep all essential materials organized and accessible, boosting team productivity with Kerika

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

Stay focused on critical tasks with Kerika's powerful highlighting features. This image showcases Kerika's task highlighting options, allowing you to filter by assignee, status, due date, priority, and tags. Ensure nothing gets overlooked and keep your projects on track with Kerika's smart highlighting capabilities

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:

  1. Overview Tab:
Get a clear overview of your project's progress with Kerika's dashboard. This image showcases the Overview tab with key metrics like completed tasks, overdue tasks, and board description. Easily export data to Excel and archive completed boards for future reference. Experience data-driven project management with Kerika's comprehensive reporting capabilities

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.

  1. Settings Tab: 
Control project access and customize workflow with Kerika's settings tab. This image shows the settings panel where you can manage board privacy, set Work-in-Progress (WIP) limits, enable auto-numbering of tasks, and manage tags. Tailor Kerika to your specific needs and optimize your project management process for maximum efficiency

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.

  1. Columns Tab: 
Structure your project workflow with Kerika's customizable columns. This image showcases the Columns tab, allowing you to easily add, rename, or reorder columns to perfectly match your project phases. Create a visual workspace that reflects the way your team works and drives efficiency with Kerika's flexible workflow management

Allows customization of the board structure by adding, renaming, or reordering columns. This helps align the workflow with the team’s specific project requirements.

  1. Tags Tab: 
Organize and filter project tasks with Kerika's customizable tags. This image showcases the Tags tab, allowing you to create and manage tags to categorize tasks by priority, type, or any custom label. Quickly find and highlight the tasks that need your attention with Kerika's powerful task management features

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:

  1. Add Key Details
Keep every project task organized with Kerika's detailed task cards. This image showcases the Details tab within a task card, allowing you to add descriptions, requirements, and other key information. Ensure clear communication and avoid misunderstandings by capturing all essential details within Kerika's comprehensive task cards

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.

  1. Track Progress
Effortlessly track project progress with Kerika's task status updates. This image showcases the Set Status feature, allowing you to quickly mark tasks as Ready, In Progress, Needs Review, Completed, or more. Stay informed about your project's progress and identify potential bottlenecks with Kerika's intuitive status tracking

Update the task’s progress by marking it as “In Progress,” “Needs Review,” or “Completed” so everyone can stay informed about its status.

  1. Set Deadlines
Ensure timely project completion with Kerika's easy deadline setting feature. This image showcases how to quickly assign due dates to each task, helping your team stay on schedule and avoid delays. Maintain a clear timeline and keep your projects on track with Kerika's intuitive deadline management

Assign a specific due date to each task to ensure that deadlines are met and nothing gets delayed.

  1. Break Tasks Into Actionable Steps
Improve task management by breaking down projects into actionable steps with Kerika's checklist feature. This image demonstrates how to add subtasks to each task card, ensuring every detail is accounted for and nothing gets overlooked. Keep your team organized and focused with Kerika's detailed checklist capabilities

Decompose complex tasks into smaller, manageable steps. For example, “Create homepage content” might include subtasks like writing copy, selecting images, and designing the layout.

  1. Use Tags For Clarity
Enhance clarity and organization with Kerika's flexible tagging system. This image showcases how to assign custom tags to project tasks, allowing you to easily filter and group tasks by category, priority, or type. Streamline your workflow and stay focused on what matters most with Kerika's versatile tagging capabilities

Use Tags to categorize tasks. You can prioritize by urgency or group tasks by themes like “Design,” “Development,” or “Testing.”

  1. Attach Files
Streamline your workflow with integrated file management in Kerika. This image showcases how to easily upload existing files, create new Google Docs, and link external resources directly within each task card. Keep all project materials organized and accessible to your team, improving collaboration and productivity with Kerika's seamless integration

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.

  1. Maintain Focused Communication
Enhance team collaboration with Kerika's focused communication features. This image showcases the Chat tab within a task card, allowing team members to discuss specific tasks and share updates in real-time. Keep conversations organized and accessible, improving communication and project efficiency with Kerika's built-in chat

Use the Chat tab to keep all discussions tied to specific tasks, ensuring that communication is clear and easy to track.

  1. Assign Team Members
Improve accountability with Kerika's easy team member assignment. This image showcases how to assign specific team members to each task, ensuring everyone knows their responsibilities. Streamline your workflow and enhance team accountability with Kerika's intuitive task assignment features

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.

  1. Set Task Priority for Clear Focus:
Maintain clear focus with Kerika's task prioritization settings. This image showcases how to easily set the priority level for each task (Normal, High Priority, Critical), ensuring your team knows where to focus their efforts. Keep your projects on track and meet critical deadlines with Kerika's efficient task prioritization

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:

Signing Up is Free and Easy

  1. Go to kerika.com and click the Sign Up button.
  1. Choose the account type that works best for you:
    • 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.
  2. 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:

  1. Click “Create New Board”: From the Kerika dashboard, select the option to create a new board.
  2. Choose the Board Type: For project management, select the Task Board template. This comes preloaded with columns like “To Do,” “Doing,” and “Completed.”
  1. Name Your Board: Give your board a name that reflects your project, such as “Website Redesign” or “Marketing Plan.”
  2. 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!

Personalize Your Experience: Customizing Preferences

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:

  1. Click on your Profile Icon in the top-right corner of the screen.
  2. Select My Preferences from the dropdown menu.
Screenshot showing how easily users can access their personal settings in Kerika. An arrow points from the user's profile icon in the top-right corner to the dropdown menu, highlighting the 'My Preferences' option. This intuitive navigation makes it simple for users to begin customizing their workspace for a more productive and personalized experience.

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

Screenshot of Kerika's 'General' preferences tab, demonstrating how users can tailor their visual workspace. Options shown include selecting a custom 'Background Color' from a palette and toggling 'Use Tags for Task Boards'. These settings allow users to create a visually comfortable environment and streamline task organization by enabling tags by default, showcasing Kerika's flexibility in adapting to individual work styles.
  1. 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.
  2. 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

Screenshot displaying Kerika's granular 'Notifications' preferences. Users can easily toggle email notifications for chat, board admin activities (like task additions or completions), and opt-in for a daily task reminder summary. This level of control empowers users to stay informed about crucial collaboration updates without suffering notification overload, ensuring they receive only the information relevant to their workflow.
  1. Chat Notifications

    ● Get emails when there’s board-level chat or when someone chats on a task you’re involved in.
  2. Activity Updates for Admins

    ● Receive notifications when new tasks are added, completed, or reassigned on boards you administer.
  3. 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

Screenshot of Kerika's 'Whiteboard' preferences, enabling users to streamline their creative process. Options allow setting defaults for 'Lines and Shapes' (style, thickness, color), 'Text on Canvases' (font, size, color), and enabling 'Grid on Canvas' with custom sizing. This customizability ensures consistency and professionalism in visual collaboration, allowing teams to set up their whiteboards to perfectly match their planning or brainstorming workflows.
  1. Lines and Shapes

    ● Set default line styles, thickness, and colors to create clean, consistent visuals.
  2. Text on Canvases

    ● Choose your preferred font style, size, and color for a polished look.
  3. 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.

What DeepSeek thinks Kerika is…

Kerika is a project management and collaboration software designed to help teams work together more efficiently. It offers a range of tools to manage tasks, projects, and workflows, particularly for distributed teams. Key features of Kerika include:

  1. Task Management: Create, assign, and track tasks with due dates, priorities, and status updates.
  2. Visual Boards: Use Kanban boards, whiteboards, and flowcharts to visualize workflows and project progress.
  3. Collaboration: Real-time collaboration allows team members to work together on documents, share feedback, and communicate within the platform.
  4. Integration: Kerika integrates with tools like Google Drive, Box, and Slack, making it easier to manage files and communications in one place.
  5. Access Control: Set permissions to control who can view or edit specific projects or tasks.
  6. Mobile Access: Kerika offers mobile apps for iOS and Android, enabling users to stay connected and manage tasks on the go.

Kerika is particularly popular among teams that require a high level of collaboration and transparency, such as remote teams, consultants, and organizations with complex workflows. Its user-friendly interface and focus on visual project management make it a versatile tool for various industries.

Note: the part about integrating with Slack is not true. At least, not yet.

What ChatGPT thinks Kerika is…

Kerika is a project management and collaboration software designed to help teams work together more efficiently. It offers a range of tools to manage tasks, projects, and workflows, particularly for distributed teams. Key features of Kerika include:

  1. Task Management: Create, assign, and track tasks with due dates, priorities, and status updates.
  2. Visual Boards: Use Kanban boards, whiteboards, and flowcharts to visualize workflows and project progress.
  3. Collaboration: Real-time collaboration allows team members to work together on documents, share feedback, and communicate within the platform.
  4. Integration: Kerika integrates with tools like Google Drive, Box, and Slack, making it easier to manage files and communications in one place.
  5. Access Control: Set permissions to control who can view or edit specific projects or tasks.
  6. Mobile Access: Kerika offers mobile apps for iOS and Android, enabling users to stay connected and manage tasks on the go.

Kerika is particularly popular among teams that require a high level of collaboration and transparency, such as remote teams, consultants, and organizations with complex workflows. Its user-friendly interface and focus on visual project management make it a versatile tool for various industries.

Note: the part about integrating with Slack is not true. At least, not yet.