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.
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.
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.
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.
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.
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.
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.
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!
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:
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:
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!
We had previously mentioned our Grant Pipeline for nonprofits; here’s a similar version that our nonprofit users can use to track their fundraising in general.
This simple template lets your nonprofit team track all the fundraising opportunities that are out there, and make sure they get attended to as they go through the process: Prospect → Contacted → Pitch Preparation → Await Response.
As the possible opportunities move through the process, for each opportunity you need to track at least this information:
Name and contact details for donor.
Organization (include specific department or program office if you are dealing with a foundation).
Key motivations: what’s the donor’s known mission, and how does your nonprofit fit within that vision.
Likelihood of donation: this is something that you update as the task moves through the process.
Pitch process: smaller donors may have an information process, but larger donors are likely to have intermediaries like foundations or family offices that have a specific process they like to follow before they will commit to a donation. Make sure you follow their process!
Expected Date: when you think the donor might make a decision.
Fiscal Year: which fiscal year the grant will come in, for your nonprofit.
Check it out and let us know if we can improve it.
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