For our users who need to organize a podcast workflow we have a handy new template:
Click to view this 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.
Example Checklist
Check out this template and let us know if we can improve it!
We have a new template that is a very comprehensive checklist of all the activities that a product marketing manager needs to consider, when launching a new product:
Click to view this template
The tasks are grouped into stages, represented by columns:
Pre-Launch Prep: this includes tasks like finalizing the product name and starting outreach to media and analysts.
Creating Internal Prep Documents: tasks in this include creating a competitive analysis and jobs-to-be-done matrix.
Creating Internal Content: demo materials, talking points for sales team.
Creating External Content: prepping (but not launching!) the product video, website landing pages, etc.
Pre-launch Internal Training & Communications: training the sales and customer support teams.
Launch Day Execution: the big day! Pushing all the materials you had prepared to production.
Marketing events look like they will be virtual, rather than in-person, for a very long time, and to help our users we have a template that can set you up in just seconds with a complete Task Board:
Click to view this template
This is a more elaborate template, with over 20 separate cards organized into a smooth workflow: Pre-Planning → Launch Preparation → Promotions → Operations.
Each card, representing a significant task, comes with helpful resources (as attachments) and detailed subtasks. Here’s an example:
An example task from this template
We have been preparing a number of templates for our users. Most recently we have been focusing on our Marketing and Nonprofit users, but we will also be launching templates for many more jobs, to reflect the broad spread of our users around the world.
Check out the template and let us know if we can improve it!
The workflow itself is simple: To Do → Researching → Recording → Editing → DesigningGraphics → Scheduled → Done.
We have included useful links and suggestions in the first column to help you if you are new to YouTube video production. Here’s an example, on how to produce a video description:
YouTube Resources Example
Check it out and let us know if we can improve it.
We got feedback from some users after our last big release on how we could improve the user experience for folks who like to use the auto-numbering feature for Task Boards, and we have made these changes:
When you open a task, it’s number is shown (but can’t, of course, beedited)
Editing a Numbered Task
You can now search for a numbered task simply by typing “#number” in the Search box
We have added action buttons for the two most common actions that users perform with cards, especially when they are viewing them using one of the mobile views: Move to Done and Move to Trash:
We have also added Done and Trash to the set of Status Values you can assign a card when viewing it’s details, on desktop and mobile:
Because of the way we developed our mobile apps for Android and iOS, it’s possible for us to make back-end and front-end improvements without necessarily requiring you to update the app that you have already installed.
A lot of these improvements are bug fixes and performance increases, and they have been going out steadily since the official launch of our apps. So don’t be surprised if it seems the Kerika mobile app doesn’t ever need to be updated; it’s possible for us to improve Kerika without requiring to download anything.
We fixed some bugs in our billing system that were creating invalid credits and refund requests depending upon the sequence with which Account Owners were adding or removing subscriptions quickly.
For folks who are currently using all their subscriptions and want to change a member of their Account Team, it’s important to remember to first remove the old member before you add a new person: otherwise your Account Team will temporarily be larger than the subscriptions purchased, and this could result in a new invoice being generated automatically.