Category Archives: Best Practices

Kerika has a free Template for Daily Tasks Planner

The best way to organize your work and stay on top of your tasks.
This powerful template helps you stay organized and on top of your tasks. With its clear overview of daily tasks, you can prioritize your work and track your progress to ensure that you meet your goals effectively.
Whether you’re managing a project or working independently, this template helps you streamline your workflow and achieve your objectives with ease.
How to use this template:
  1. Resources: This column is for listing any resources you need to complete your tasks. You can create new cards for each resource or use existing ones. This helps you keep everything in one place and ensures you have what you need to get your work done.
  2. Daily Personal Plan: Use this column to create cards for your daily personal tasks. Set priority levels and add category tags like “errands” or “meetings” to help you stay organized. This will ensure that you don’t forget anything important and can manage your time effectively.
  3. Daily Work Task: This column is for your daily work-related tasks. Create a card for each task, set priority levels, and add category tags. This will help you prioritize your work and ensure that you focus on the most important tasks.
  4. In Progress: Move tasks to this column when you start working on them. Use TASK STATUS options like “In progress,” “On hold,” “Blocked,” or “Needs Review” to track your progress. This helps you know what tasks are actively being worked on and what their current status is.
  5. Done: Move tasks to this column when they are completed, or mark them as “Done” using the TASK STATUS options. This helps you keep track of what tasks have been completed and what still needs to be done.

Kerika has a free Template for Remote Team Meetings

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This template can help organize and schedule your remote team meetings. 

With this template, you can effectively organize and schedule your remote team meetings, ensuring that all the meetings go successfully!

How to use this template:

  1. Use Resources: Use this column to gather useful tools and content that will help you manage your remote team meetings. You can use the existing resources as a starting point, and start adding your resources down the line.
  2. Upcoming Meetings and Agendas: Create a card in this column for all the upcoming meetings and agendas
  3. In Progress/Due Today: Create a card or move the card from the previous column to this column to ensure that everything knows which meetings are currently in progress or due today.
  4. Notes From The Past Meetings: Once the meeting is completed, create a card in this column to keep the notes from those meetings. This will help you and your teammates keep track of everything discussed in the meetings.
  5. On Hold: For meetings that need to be temporarily paused or canceled, you can move their cards to this column. This might be because the team is waiting on additional information or resources, or because the task is a lower priority compared to other meetings
  6. Done: After a card has completed all the stages of your project, simply mark it as ‘Done’ or move the card to this column.

Kerika has a free Template for a Mise-En-Place Personal Productivity System

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This template can help increase your personal productivity each week:

This personal productivity template is designed to help you organize your daily and weekly schedules in a way that maximizes your efficiency and suits your needs.

How to use this template:

  1. Resources: Use this column to gather useful tools and content that will help you manage your daily and weekly routine. This can include existing resources as a starting point, as well as any new ones you come across down the line.
  2. Inbox: Start by creating cards in this column for all the tasks that you must complete in the future. Be sure to include the due date, estimated time required, any dependencies, and any notes or comments.
  3. Today: Move cards from the Inbox column to this column for the tasks that are due today. Make sure to prioritize them based on their urgency and importance.
  4. Tomorrow: Move cards from the Inbox column to this column for the tasks that are due tomorrow. This will help you plan ahead and stay organized.
  5. Next Week: Move cards from the Inbox column to this column for the tasks that are due next week. This will help you stay on track and make progress towards your goals.
  6. Pending: Move cards from other columns to this column for the tasks that are pending. Make sure to prioritize them based on their importance and deadlines. This will help you keep track of outstanding work and ensure that nothing falls through the cracks.
  7. Done: Move cards that have completed all the stages of your project to this column. This will help you track your progress and celebrate your accomplishments.
Remember to update your cards regularly as you complete tasks or as new tasks come up. This will help you stay organized and ensure that you’re always working on the most important tasks at any given time.

Kerika has a free Template for Go To Market Strategy

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This template helps you create your marketing and optimize your marketing efforts to its maximum potential.

Designing and executing marketing strategies can be difficult, but this template can help you simplify the process and manage your marketing team effectively.

With this template, you can organize and optimize your marketing efforts, maintain team alignment, and achieve better results.

How to use this template:
  1. Use Resources: Use this column to gather useful tools and content that will help with your marketing campaign. You can use the existing resources as a starting point, and start adding your resources down the line.
  2. Ideas & Launch Plans: List your project-related ideas in this column. Collaborate and discuss ideas with your teammates, and decide which idea is the best to work on.
  3. In Progress: Once you decide which idea to work on, create a card or move the card you already created to this column. Update the card regularly so other teammates know what’s going on.
  4. Measurement and Optimization:  When the task is completed, move the card from the ‘In Progress’ column to this column. In this column, you can measure your campaign’s performance and analyze the data to optimize your marketing strategy.
  5. Done: After a card has completed all the stages of your marketing campaign, simply mark it as ‘Done’ or move the card to this column.

Kerika has a free Template for Work From Home Daily Planner

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This template will help you increase your productivity while working from home:

Transform your chaotic and disorganized work from home routine into a more structured and efficient one by using this template. Use it to stay focused, organized, and increase your productivity while working from home.

Here’s how to use this template:

  1. Resources: Take advantage of the existing resources or create new cards for any resources that will support your work from home.
  2. Task for This Week: Start your week by moving the cards from the ‘Task for This Week’ column to this column or creating new cards for each task that’s due on Monday.
  3. Monday: Move the cards from the ‘Task for This Week’ column to this column, or create cards for each task that’s due on Monday.
  4. Tuesday: Move the cards from the ‘Task for This Week’ column to this column, or create cards for each task that’s due on Tuesday.
  5. Wednesday: Move the cards from the ‘Task for This Week’ column to this column, or create cards for each task that’s due on Wednesday.
  6. Thursday: Move the cards from the ‘Task for This Week’ column to this column, or create cards for each task that’s due on Thursday.
  7. Friday: Move the cards from the ‘Task for This Week’ column to this column, or create cards for each task that’s due on Friday
Remember to update your cards regularly as you complete tasks or as new tasks come up. This will help you stay organized and ensure that you’re always working on the most important tasks at any given time.

Kerika has a free Template for Writing a Business Plan

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Plan, track, and execute your business plans using this template:

It allows you to visualize and track the various components of your business plan in a single, easy-to-use dashboard. This means that you can easily keep track of progress, identify areas that need attention, and collaborate with your team in real-time.

By breaking down your business plan into smaller, manageable tasks, you can avoid feeling overwhelmed and stay on track towards achieving your objectives.

How to use this template:

  1. Resources: Start by gathering important resources in this column. You can also use the existing resources.
  2. Company Overview: Next, provide stakeholders of your company a quick snapshot of the company’s current state and its goals.
  3. Product/Service Description: Use this column to provide the stakeholders of your company a comprehensive view of the company’s products or services.
  4. Industry/Market Analysis: Use this column to provide the stakeholders of your company a comprehensive understanding of the market size, trends, competitors, and potential opportunities and challenges.
  5. Marketing Strategy: Use this column to provide the stakeholders of your company a comprehensive understanding of the company’s marketing strategy and goals.
  6. Operations: Use this column to provide the stakeholders of your company a comprehensive understanding of the company’s operational processes and procedures.
  7. Development: Use this column to provide the stakeholders of your company a comprehensive understanding of the development activities of the company.
  8. Financial Summary: Use this column to provide the stakeholders of your company a comprehensive understanding of the company’s financial performance.

Kerika has a free Template for your Blog Content Calendar

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The most effective way to organize and schedule your blogs: with this template, you can generate new blog content ideas and collaborate seamlessly with your team.
The different columns allow you to track progress and prioritize content, so you can easily see which tasks require attention and which are ready to be published.
This streamlined approach will not only make the content creation process more efficient, but it will also ensure that your blog posts are high-quality and published on schedule.
How to use columns:
  1. Resources: In this column, you can list all the resources that can assist you with your blogging process. Whether it’s a useful tool or a reference guide, you can create new cards or use existing ones to keep track of them.
  2. Ideas: Brainstorm your content ideas and add them to this column. Use it as a collaborative space to discuss with your team and to seek feedback to refine your ideas.
  3. Draft: Once you’ve chosen a solid idea, it’s time to move the card to the Draft column. Assign the card to the appropriate team member and add any necessary notes or attachments to help them get started.
  4. Scheduled: January, February, and beyond: As you and your team work on your drafts, move them to the appropriate month’s column to indicate when they are scheduled for publication. This will help you keep track of your publishing schedule and ensure that all content is timely.
  5. Done: When a blog post has been published, move the card from the Scheduled column to the Done column to indicate that it’s finished. Alternatively, you can use the “Done” option in the Task Status to mark it as complete. This column provides a great overview of all your finished blog posts, making it easy to track your progress and celebrate your accomplishments.

Kerika has a free Template for setting up a Remote Team Hub

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Kerika has a free Template for setting up a Remote Team Hub

Manage your remote team’s tasks, and collaborate effectively, no matter where you are:

This template will help you streamline your workflow, improve team productivity, and ensure that everyone is on the same page. It simplifies adding and assigning tasks, setting due dates, and tracking progress of your remote team in real-time.
So, whether you’re working on a small project or managing a large project, this template will help you and your remote team stay on top of your work and achieve your goals.
How to use columns in this template:
  1. Resources: This is a place where you can add useful resources to the board or use the existing ones.
  2. Backlog: Start by adding all your new tasks to this column. This serves as a central repository for all the work that needs to be completed.
  3. In Progress: Once you start working on a task, create a new task card in this column or move a task from the Backlog column to this column by simply dragging and dropping the card from the Backlog column to this column.
  4. In Review: Move tasks from the In Progress column to this column once they are ready for review. In the In Review column, you can assign the task to a team member for review and set a due date for when it should be reviewed.
  5. Done: Once the task has been reviewed, you can move the card to the ‘Done’ column. Simply drag and drop the task card to the ‘Done’ column or mark it as ‘Done’ from the Task Status option. In the Done column, you can keep a record of all completed tasks and their corresponding details.

Kerika has a free Template for Website Development & Maintenance

Template for Website Maintenance & Development
This template can be used by software and IT teams to handle website development and maintenance projects.
It comes with helpful resources and suggestions, and all the tasks that are typically needed in such projects.
How to use this template:
  • The first column on this board is Resources: the cards in here are not tasks, but instead contain helpful resources.
  • Start with the Resources column and open the cards. If the card’s suggestions and tips seem helpful, leave the card here for future reference; otherwise move the card to the Trash column.
  • Next, start with the Design column and open the cards one-by-one, starting with the topmost.
  • Cards can be assigned to people and scheduled; as work gets underway, make sure the tasks are properly assigned so everyone knows who is doing what, and when to expect deliverables.
  • While work is underway mark the card as IN PROGRESS (using the Task Status): this will let everyone on the team know that someone is working on the task.
  • If a card needs to be reviewed by someone, assign the card to that person (or persons), and mark the Task Status as NEEDS REVIEW. This will make it easy for everyone on this board’s team to know what’s going on. The people who were assigned the task will get notified.
  • Sometimes tasks will need rework; in that case use the NEEDS REWORK task status to indicate that. When someone discovers that a task needs rework, it’s a good practice for that person to document their concerns using the task’s chat tab before assigning it to the people who need to rework it.
Other useful task status are:
  • ON HOLD: this conveys to the team that work has been temporarily been stopped on a particular task, usually because the people involved got pulled away to work on something more urgent.
  • BLOCKED: this conveys that work on the task is blocked. It’s best practice for the team to unblock cards as soon as possible. When marking a card as BLOCKED, make sure you document the reason why, using the task’s Chat tab.

Kerika has a free Template for Career Development

Template for Career Development
This template can be used to set goals and deliverables, assess performance, manage career growth, and get needed training to master knowledge and skills.
Performance management and career development is an ongoing process: it’s not done just once a year; it requires continuous follow-up, adjustment when needed, and giving feedback.
Your main deliverables:
  • Matching an employee’s performance to desired objectives
  • Identifying and addressing performance gaps
  • Implementing personal development plans
  • Assessing the employee’s performance after implementation
How to use this template:
  1. Click on the USE TEMPLATE button on the top-right of the app and create your own Task Board; Kerika will set it up as using this template.

  2. If you are going to do it with others, add the people to this board’s team as Team Members. (Use the Board Team button on the top-right of the board.)

  3. If you have other stakeholders, e.g. management, add them as Visitors to this Board Team: they will be able to see what’s going on, but not make any changes.

  4. Start with the leftmost column, and pick up tasks one by one:
    • The tasks are in order, so start at the top.
    • Set the status of the task to IN PROGRESS so everyone knows that it has started.
    • Assign the task to yourself or your Team Members: you can assign tasks to more than one person.
    • Set a due date! This really helps in getting stuff done; Kerika will then alert you when things are slipping.
    • As work proceeds, use the chat feature to communicate within the team.
    • As you take photos or create contracts, be sure to add them to the tasks as attachments; Kerika will make sure they stay with the tasks so they are always easy to find.

  5. Once a task completes, move it to the Done column.