Some of our India team on a recent visit to a waterpark
All posts by Kerika
A new template: Career Development for your Employees
We have a new Kerika template for folks who need to manage Career Development for their employees, in the private, public or nonprofit sectors.
This template contains all tasks you need to complete, and it also comes with document templates, like this one for doing a Performance Appraisal:
This template was prepared for Kerika by an experienced HR professional; we hope you find it useful!
Let us know what other templates we should be building.
How to import boards from Trello
We have added an exciting new feature: if you were previously using Trello, you can import that data, completely, into Kerika!
We have been testing this as a convenience feature and based upon positive feedback we have expanded this for everyone.
New users will be offered this as an option when they set up their Kerika accounts:
All users will have this option whenever they want to create a new Kerika board:
We built this feature because we have heard from many people switched over from Trello and really liked Kerika’s user experience, features, and support. In the past they had to manually recreate their work inside Trello; now that’s all automated!
Everything is handled nicely: your Trello cards, lists, people, task details, etc. come over. Once you are done, a single click can then send out invitations to all your old Trello colleagues to join you in Kerika.
Enjoy.
Account Admins: a new Kerika Feature
An Account Owners can now designate other members of their Account Team to be Account Admins, which will allow these people to also manage the subscriptions and membership of that account. This can help where the actual ownership of the Kerika account is someone from outside the user community, like a purchasing department.
Managing Account Admins can be done from the Manage Account screen, by the Account Owner:
Once you are in the Manage Users screen, select one of the Team Members on the account:
In the Team Member details dialog, select TAKE ACTION:
And select Make this user an Account Admin:
There’s a confirmation step, since Account Admins have tremendous power over the Account:
And your new Account Admin is set up:
An Account Admin can set up other Team Members from that Account to also be Account Admins.
Account Admins have a lot of power over the Account; they can:
- Access any board
- Add people to, or remove from, any board
- Change people’s roles on any board
- Add people to the Account and buy subscriptions
- Change the subscription plan
So be careful who you add as an Account Admin!
A change to our Privacy Policy
We have updated our Privacy Policy because we have decided to use Microsoft Clarity, at least on an experimental basis, to understand better how visitors navigate our website.
Microsoft Clarity uses cookies (see here for more details), and you can reject or block them if you want; it won’t affect your use of the website or the app.
We have a lot of different website pages, but we still need a better understanding of how people actually view them, and which parts seem to be most important to our users.
Google Analytics provides some of that information, but not enough, and it looks like Microsoft Clarity will help us optimize our website content.
Let us know if you have any questions or concerns.
How to make sure someone sees your Chat
With our latest update we have made it easy for you to ensure that someone on a board team always sees your chat message, even if they are not assigned to that card.
The old rule was that everyone who is currently assigned to a card would get new chat pushed to them as emails. Now, you can make sure someone gets that email notification right away, even if they aren’t assigned to a particular card:
Using this feature is simple: just type the letter “@” anywhere in your chat message and Kerika offers all the matching suggestions:
“@All” lets you push your chat to every Board Admin and Team Member — something you should do only rarely to avoid annoying people!
Try this feature and let us know if we can improve it.
A simple weekly calendar
Here’s a simple template that you can use to plan your work week: for yourself, and the team.
How to use this template:
- As tasks land on your desk through the day, add them as separate items (cards) in the left-most To Do column.
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At least once a day make sure everything in the To Do column is sorted by priority, with the most important items on the top of the column.
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Every Monday plan out your week by dragging tasks from the To Do column to one of the days of the week (Monday, Tuesday, etc.)
- When you plan your week, consider any deadlines for your tasks. Not all tasks will have firm deadlines, but if they do, you should open the task and set a due date.
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Click on your face/avatar in the top-right corner of the app and use the Sync Calendar option to make sure your due dates from Kerika also show up in whatever calendar you use: Apple, Microsoft or Google. This needs to be done only once: after you connect your personal calendar with your Kerika account, any changes in due dates that you make in Kerika will automatically show in your calendar as well.
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Consider whether this is a personal calendar or a team calendar: if you want to plan out the week for an entire team, add them as Team Members to this board by clicking on the Board Team button. This is a great way to keep an entire team in sync.
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If you are using this as a team board, when you pick up tasks one by one make sure you set the status of each to In Progress, or whatever is relevant. This makes it easy for everyone on the team to know what’s happening, which is especially important in these days of remote work.
- When a task completes, mark it as Done! If you decide that a task doesn’t make sense anymore (maybe it is no longer needed?) you can move it to the Trash.
At the end of the week, hopefully, everything in the Monday through Friday columns will be moved to Done.
At the beginning of the next week, you can repeat the process: pull items from the To Do column into the other columns as you plan your next week.
New tasks will, of course, show in the middle of the week: the best thing to do is add them to the To Do column unless they are urgent; this will help you and your team not get disrupted too often during the middle of the week.
Try this template and see if your workweek gets less hectic.
How to manage your Podcast Workflow
For our users who need to organize a podcast workflow we have a handy new template:
As with other marketing templates we have been building recently, this template comes with useful resources and checklists to make sure you don’t miss anything.
Check out this template and let us know if we can improve it!
How to manage an Email Marketing Calendar
Here’s another new marketing template for our users: a complete Task Board for folks that need to manage an email marketing calendar for their business or nonprofit.
As with all other templates we have been building, this one comes with tasks that are ready to go, with details of the work:
Handy checklists of subtasks so you don’t miss anything:
And links to useful resources for completing the task:
Check out this template and let us know if we can improve it!
How to manage your Job Search
We continue to add templates that we hope can help our users get more done with Kerika, and today it’s a Task Board Template for managing your job search:
Folks are changing jobs at a faster pace right now than we have ever seen, and while some people are highly organized and proficient at job searching, others can do with a little help, and that’s what we had in mind with this template.
Check it out and let us know if we can improve it!