Mistakes happen – tasks can sometimes be deleted by accident. That’s why having a safeguard in place is essential to ensure nothing important is lost forever.
When tasks are deleted, they don’t disappear permanently; instead, they’re moved to a Deleted Column of your board. This provides a safety net, allowing tasks to be reviewed or restored if needed. However, the ability to permanently delete tasks is restricted to Board Admins.
This setup ensures accountability while maintaining flexibility. Team members can delete tasks knowing they can be recovered if needed, but permanent removal requires an Admin’s oversight, keeping task management secure and deliberate.
When a task is deleted, it’s not gone forever. Instead, it’s moved to the Deleted Column, where it stays until further action is taken.
Recover Tasks Anytime: Anyone on the board can restore deleted tasks from this column if they realize a mistake has been made.
No Pressure: You don’t need to worry about accidental clicks or hasty decisions – everything remains recoverable.
2. Only Board Admins Can Permanently Delete
When it’s time to clean up the Deleted Column for good, only the Board Admins can step in to permanently remove tasks.
Added Protection: By restricting this authority to admins, you can make sure that no task is permanently deleted without careful consideration.
Clear Accountability: This feature adds a layer of control, ensuring that critical tasks are not lost due to unintentional actions.
Why This Matters
Avoid Losing Important Work The Deleted Column acts as a safety net, allowing team members to delete tasks without the fear of losing them permanently. Tasks remain recoverable until a Board Admin decides otherwise, offering both flexibility and security.
Maintain Control Board Admins have the authority to oversee permanent deletions, ensuring that only unnecessary or duplicate tasks are removed. This structure helps maintain clarity and keeps projects well-organized.
Promote Accountability Restricting permanent deletion rights encourages teams to manage tasks carefully, reducing errors and promoting a reliable, transparent system. This approach fosters trust and responsibility across the board.
Conclusion
Deleted tasks are recoverable until a Board Admin takes action, ensuring safety, accountability, and control. This approach prevents accidental losses and keeps your workflow secure and organized.
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:
Click on your Profile Icon in the top-right corner of the screen.
Select My Preferences from the dropdown menu.
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
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.
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
Chat Notifications ● Get emails when there’s board-level chat or when someone chats on a task you’re involved in.
Activity Updates for Admins ● Receive notifications when new tasks are added, completed, or reassigned on boards you administer.
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
Lines and Shapes ● Set default line styles, thickness, and colors to create clean, consistent visuals.
Text on Canvases ● Choose your preferred font style, size, and color for a polished look.
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.
A busy board can sometimes feel like a maze, especially when you’re juggling tasks with varying priorities. The Highlight Feature makes it easy to cut through the noise, letting you filter and visually emphasize tasks that meet specific criteria.
Here’s how to use this feature to stay on top of your projects:
How to Use the Highlight Feature
1. Access the Highlight Option
Click the Highlight Icon on your board.
2. Choose What to Highlight
Select from predefined options or create custom filters:
What’s assigned to me: Instantly see all the tasks assigned to you, so you can stay on top of your responsibilities.
What needs attention: Highlights tasks that may require follow-up or have upcoming deadlines, ensuring nothing falls through the cracks.
What’s marked as High Priority or Critical: Focus on tasks that are essential to the project’s success.
What’s overdue: Clearly identifies tasks that are past their due dates, helping you address delays quickly.
Custom Highlight: Create tailored filters by combining parameters like assignees, task status, due dates, priorities, and tags. You can use one or multiple filters at a time to find out what matters to you most on the board.
Why It Works
Focus on Your Tasks with “What’s Assigned to Me”Filter tasks assigned to you to concentrate on your responsibilities without getting sidetracked by other items on the board. It’s an efficient way to stay on top of your personal workload.
Identify Urgent Work with “What Needs Attention”Highlight tasks that require immediate focus, whether due to an upcoming deadline or stalled progress. This filter helps you spot bottlenecks and maintain project momentum.
Stay on Top of Critical Work with “What’s Marked as High Priority or Critical”High-priority tasks demand attention. This option ensures that crucial work gets the focus it deserves, helping you drive the project toward success.
Address Overdue Items with “What’s Overdue”Quickly identify overdue tasks and take action by reallocating resources or following up with team members to bring them back on track.
Customize Your Workflow with Custom HighlightsThe Custom Highlight feature allows you to set multiple conditions, such as showing tasks assigned to a specific person, marked as “Needs Review,” and due within a week. Tailor these settings to create a personalized focus view that suits your specific workflow.
Conclusion
With the Highlight Feature, you can cut through distractions and focus on what matters, ensuring a clear and efficient workflow. Whether managing your workload or overseeing the entire team, highlights help you stay productive and focused.
Managing multiple projects can quickly lead to a cluttered workspace, making it challenging to stay focused on what matters most. Archiving boards offers an easy way to move completed or inactive projects out of sight while keeping them accessible for future reference.
Here’s a closer look at how archiving boards can help you stay organized:
How to Archive Boards
1. Move a Board to Archive
Click the three dots on the board you want to archive.
Select Move to Archive from the dropdown menu.
2. Access Archived Boards
Use the Include from Archive checkbox in your Home view to display archived boards.
Retrieve archived boards anytime for reference or reuse.
When to Archive Boards
Project Completion: Once a project is finished and doesn’t require active management, archive its board to clear your workspace.
Inactive Projects: Temporarily archive boards for projects that are on hold or waiting for approval.
Focus on Active Tasks: Archiving keeps your Home view streamlined, ensuring only current and relevant tasks are visible.
Why It Works
Declutter Your Workspace: Focus only on active boards and tasks.
Quick Access to Past Projects: Safely store completed or paused boards for future reference.
Streamlined Workflow: Keep your Home view neat and organized for better productivity.
Conclusion
Archiving boards is a simple yet effective way to declutter your workspace, allowing you to focus on what matters most while keeping past projects accessible. Whether it’s completed tasks or paused initiatives, archiving ensures your workflow remains streamlined and organized without losing valuable information.
A solid business model is the cornerstone of any thriving business: it outlines how your company creates, delivers, and sustains value for customers and stakeholders alike.
However, crafting a robust business model is a complex process. It requires understanding your customers, defining your core value proposition, exploring revenue streams, and coordinating with teams and stakeholders.
We understand these hurdles because we’ve faced them too, and based upon our experiences over the years we have created a simple, workable model that you can benefit from as well.
In this article, we’ll guide you through practical steps to build a business model that works
Start by understanding your audience. Breaking down your potential customers into specific segments based on demographics, behaviors, and preferences can help you to design offerings that truly resonate with different communities of people who could use your product.
Research is key here; survey potential customers or analyze existing data to pinpoint who you’re serving and what they need most. You can use the available data on Statista to better understand who you’re going cater to.
Once you know who your customers are, it’s time to figure out what makes your product or service stand out. Your value proposition should clearly address the problems your audience faces and how you solve them better than anyone else. Don’t worry if it’s not perfect the first time;this step benefits from iteration and customer feedback.
Here’s a template we created to give you a good headstart in drafting a solid value proposition. Feel free to download, modify, and create your own version of it: Value Proposition Template
3. Explore Channel Options
Deciding how to reach your audience is just as important as defining what you offer. Explore a mix of online and offline channels to see which works best for connecting with your customers. Think about social media, email campaigns, partnerships, or even in-person events, depending on your audience’s preferences.
Customer relationships are more than just transactions; they’re about engagement and loyalty. Consider how you’ll interact with your audience. Will it be personal and hands-on, automated and scalable, or community-driven? The right approach depends on your product and customer expectations.
If you’re unsure where to begin, a structured approach can make this process easier. To help you get started, we’ve created a detailed guide that walks you through researching customer relationship types effectively.
This guide covers everything from identifying customer personas to leveraging analytics and mapping customer journeys. Use it to refine your strategies and build meaningful connections that foster long-term loyalty.
5. Explore Revenue Generation Methods
Revenue streams are the foundation of any sustainable business model. Whether it’s through subscriptions, one-time purchases, or advertising, explore various options to see what aligns with your offering and audience. Don’t be afraid to test different methods before finalizing the best approach.
To help you dive deeper into this process, we’ve created a comprehensive guide that outlines actionable steps to explore, validate, and optimize your revenue generation methods.
This guide will walk you through everything from understanding your value exchange to leveraging analytics and diversifying revenue streams. Use it as a roadmap to create sustainable and scalable revenue strategies for your business.
6. Plan Key Activities
Think about the core activities your business needs to perform to deliver value. This could include production, marketing, customer support, or innovation. Breaking these activities down into smaller, actionable steps will help you stay organized and focused on what truly matters.
7. Identify Key Resources
Every business requires resources, whether physical, intellectual, or human. Identify the ones essential to delivering your value proposition effectively. This might include tools, technology, or skilled team members. Knowing your resource needs early can save time and money later.
8. Explore Potential Partnerships
Collaborations can amplify your capabilities. Look for partnerships that complement your strengths or fill in gaps. These could be with suppliers, distributors, or even other businesses that share a similar audience. Partnerships often lead to creative solutions and expanded opportunities.
9. Refine Value Propositions
Your value proposition isn’t set in stone;it should evolve as you learn more about your customers and market trends. Regularly revisit this step, incorporating feedback and insights to keep your offering relevant and competitive.
10. Choose Channel Strategies
Once you’ve tested different channels, focus on the ones that work best. Optimize these channels for consistent communication and delivery of value. This might mean doubling down on a social media platform or refining your email outreach strategy.
11. Define Customer Relationship Strategy
Customer relationships thrive when they’re built on intentionality. Whether you’re engaging through personalized emails, loyalty programs, or community forums, ensure your approach reflects your brand values and keeps customers coming back.
12. Finalize Revenue Streams
After testing and refining your revenue strategies, settle on the ones that align with your business goals. A solid revenue model ensures financial sustainability while supporting future growth.
13. Establish Key Partnerships
Formalizing partnerships can add significant value to your business. Look for opportunities that align with your goals, whether it’s resource sharing, co-marketing, or distribution agreements. Strong partnerships often open doors to new markets or capabilities.
14. Finalize Customer Segments
This is the culmination of your research. Synthesize data from market analysis, demographic studies, and customer feedback to clearly define your target groups. By understanding the unique needs and preferences of these segments, you can tailor your products or services to deliver maximum value. Finalizing this step ensures precision in your offerings and marketing strategies.
Avoid These Pitfalls When Building Your Business Model
Even when following the essential steps to build a business model is crucial, the process often brings hidden challenges. Addressing the following pitfalls can set the stage for smoother execution and pave the way to simplify and enhance the process.
1. Struggling with Incomplete Customer Insights
Understanding your audience is foundational, but fragmented data often leads to unreliable segmentation. Without a centralized way to consolidate customer insights, businesses risk creating value propositions that miss the mark. Without a proper tool to organize and analyze data can stall progress and leave teams guessing instead of making informed decisions.
2. Drafting Value Propositions Without Collaboration
Value propositions thrive on iteration and feedback, yet miscommunication or disconnected teams often lead to underwhelming results. Without a platform for seamless collaboration, valuable ideas get lost, and refining your proposition becomes a lengthy, frustrating process.
3. Choosing Channels Without Real-Time Visibility
When exploring ways to reach your audience, businesses often struggle to track the effectiveness of various channels. Teams working in silos may choose conflicting approaches, creating inefficiencies and missed opportunities. A clear, visual way to experiment with and evaluate channel options is key.
4. Misaligned Customer Relationship Strategies
Customer engagement requires intentionality, but disconnected workflows can lead to misaligned or poorly implemented strategies. Without a structured system to map customer journeys and relationship types, businesses risk alienating their audience instead of building loyalty.
5. Overlooking Revenue Stream Validation
Testing revenue streams is essential, but it can quickly become a fragmented process without a centralized approach. Relying only on spreadsheets often results in missed opportunities to identify the most profitable and scalable options.
6. Losing Track of Key Activities and Resources
Defining core activities and essential resources is critical for success, yet many teams find themselves overwhelmed by the sheer number of tasks. Without a tool to break these down into manageable steps, it’s easy to lose focus on what truly matters.
7. Coordination Issues with Partnerships
Exploring and managing partnerships requires clarity and accountability, but poor communication and misaligned expectations often lead to friction. A system to track partnership opportunities and formalize collaborations can make the difference between success and stagnation.
Check out how this virtual workspace is designed for the each step of the business modelling process. From identifying customer segments to finalizing revenue streams, this ensures that every detail is accounted for while making it simple to see the progress at a glance.
This workspace is entirely created in Kerika. Tools like Kerika provide an intuitive framework that makes it simple to plan, execute, and refine your strategy.
Ready to dive deeper into how this workspace works for business modelling? Let’s get started!
Take a Closer Look at This Company’s Business Model Board
1. Add Tasks for Each Business Model Step
At the core of this process are the tasks that make up your workflow. This is where new tasks like “Identify Customer Segments” or “Draft Value Propositions.” created to break down each step into actionable tasks ensures that no part of your business model is overlooked.
2. Customize Columns to Match Your Workflow
Each column represents a stage of the business modeling process. You can rename, add new, or rearrange them to suit your workflow. This customization allows your board to adapt to the unique requirements of your business model.
3. Manage Board Access
This allows you to manage who’s incharge of the board, who can make changes, and who can only view the board. This avoids the overlapping of responsibilities and ensures that every stakeholder knows their role in the process.
4. Communicate With Everyone
Use the Board Chat to address your team and help them focus on the goals. This ensures everyone stays informed and aligned, eliminating the confusion caused by fragmented communication channels.
5. Collective File-Sharing
This is where you can share files with everyone on your team without needing additional permissions. This keeps resources organized and eliminates the hassle of manual sharing, streamlining collaboration.
6. Make Sure Nothing Gets Overlooked
This is where you filter out tasks that matter to you the most. Find out what’s assigned to you, what needs attention, or what’s overdue to prioritize your workflow effectively. This helps you ensure that critical tasks don’t get overlooked and helps your team stay focused on high-priority objectives.
7. Adjust the Board to Fit Your Needs
The settings menu in the top right corner of your board is packed with options to fine-tune your workspace. Here’s a closer look at its seven key features and how they can help your team.
Overview
The Overview tab provides a quick summary of your board’s status, including completed, ongoing, and overdue tasks. You can name your board, write a description for added context, and even manage translations to accommodate team members working in different languages. Archiving old boards or exporting tasks into Excel is just a click away, making it easy to keep your workflow organized and accessible.
Settings
The Settings tab offers control over privacy and functionality. You can decide who can view the board, restrict it to team members, open it to anyone with the link, or keep it private. Features like Work-in-Progress (WIP) limits help maintain focus by capping the number of tasks in each column, while options like auto-numbering tasks or enabling tags allow you to further refine your workflow.
Columns
In the Columns tab, you can customize your board’s structure by adding new columns for workflow stages like “Backlog” or “On Hold.” You can also rename existing columns or rearrange them to better reflect your team’s process. Deleting unnecessary columns keeps the board clean and focused, ensuring only relevant stages are visible.
Tags
The Tags tab helps categorize tasks for better organization. You can create new tags like “Critical,” “Feedback,” or “Milestone” to sort tasks efficiently. Managing tags is just as simple, edit existing ones or delete those that are no longer relevant to keep the workspace tidy and easy to navigate.
Break Down Tasks Into Manageable Steps (illustration of task card)
Task cards are where your team can organize all the details needed to complete specific steps of your business model. Here’s how you can use them effectively:
Add key details like the objective, questions to address, and methods for completing the task. For example, outline research methods or demographic analysis for defining customer segments.
Update the task’s progress by marking it as ongoing, needing review, or completed to keep everyone informed about its current state.
Assign deadlines to ensure tasks stay on track. For example, set a due date for completing customer segmentation research.
Break tasks into smaller, actionable steps. Add subtasks like conducting surveys, analyzing trends, or reviewing data to ensure nothing is overlooked.
Categorize tasks using labels to prioritize or group them by themes like collaboration, documentation, or high importance.
Share important files directly within tasks so your team can access resources like reports or presentations without searching elsewhere.
Keep discussions focused by adding comments or updates specific to the task, ensuring communication is clear and organized.
Assign teammates to tasks so everyone knows who’s responsible, promoting accountability and efficiency.
With all these features designed to simplify the business modeling process, streamlined collaboration, centralized information, and actionable task management, Kerika provides everything you need to plan and execute your strategy effectively.
Ready to get started? Let’s walk you through setting up your Kerika account and creating your first board!
Set Up Your Kerika Account
Setting up your Kerika account and creating your first board is a straightforward process that lets you dive right into planning your business model. Here’s how to get started:
If you already use Google Apps, click on the SIGN UP WITH GOOGLE button.
If you are already using Office 365, click on the MICROSOFT button.
No additional setup is required, simply follow the prompts, and you’re in!
Kerika comes in 38 languages so you and everyone else can work in the most comfortable setup that you prefer!
Create Your First Board
Once logged in, click on the Create a New Board button.
Select the board type that best fits your needs (e.g., Task Board) and name your board.
You now have a visual workspace ready to help you organize tasks, track progress, and collaborate with your team, the next step is to customize the columns, add tasks, and start building your own business model.
Wrapping Up: Your Roadmap to Business Success
Building a business model can be a complex journey, but with a well-structured workflow and the right tools, you can simplify the process and ensure nothing falls through the cracks. This demo board illustrates how you can break down every critical aspect of your business into manageable tasks. From identifying customer segments to defining key activities and partnerships, every card offers a stepping stone toward creating a robust and actionable business strategy.
By following this approach, you can foster better collaboration, enhance organization, and maintain a clear focus on your goals. Whether you’re refining existing plans or starting from scratch, these cards and their methodologies provide a framework to tailor your own business model. Ready to take the next step? Start turning these insights into action and watch your business vision come to life!
Managing multiple file versions can quickly become overwhelming. You’ve probably found yourself staring at files labeled “final,” “final-2,” or “final-really-this-time,” wondering which one is the latest. It’s a common frustration when juggling project updates.
A more efficient system eliminates this guesswork entirely. By automatically tracking and replacing old file versions, you can ensure your team is always working with the most current file, without the clutter or confusion.
Here’s a guide to organizing and updating files efficiently in both task-specific and board-level contexts:
Task Cards are where all the magic happens when it comes to organizing files related to specific tasks. Here’s how you update a file:
Locate Your File: Open the Task Card where the file is attached.
Upload a New Version: Click the Upload New Version icon next to the existing file. This automatically replaces the old version with the new one while keeping the history intact. No need to delete the old version or rename the file.
Benefits: The updated file is instantly tied to the task, so your team can continue collaborating without skipping a beat.
Task Cards ensure your file updates stay relevant to the task at hand, keeping everyone on the same page.
Board Attachments are ideal for files that impact the entire project such as project charters or shared templates. Updating files here is just as straightforward:
Navigate to Board Attachments: Click the Attachments icon on the board menu.
Update the File: Select the file you want to replace and click the Upload New Version button. The older version is replaced seamlessly, so there’s no confusion about which version is current.
Benefits: Your entire team gets instant access to the latest version, no matter where they’re working from.
Board Attachments ensure project-wide files stay organized and up-to-date without creating duplicates.
Conclusion
Efficient file management simplifies project workflows and enhances collaboration. By eliminating the confusion of multiple file versions, you can keep your team organized and focused on what truly matters.
We have made a very big extension to Kerika, by integrating with Microsoft 365: now you can sign up using your Microsoft ID, and have your files stored in your own OneDrive account!
Kerika+Microsoft works the same was as Kerika+Google and Kerika+Box: you can use your existing Microsoft account to sign up and login to Kerika; there’s no need to create and remember a new password:
When you upload files to your board for the first time, you will be asked to choose a preferred cloud storage: if it’s Microsoft, then you will be asked to give Kerika access to a single folder in your Microsoft OneDrive:
Microsoft Authorization
After you allow Kerika access to your OneDrive, Kerika will create a single folder in your OneDrive that it will use for all of your Kerika-related files:
Kerika in OneDrive
That one top-level folder is all that Kerika will ever use: inside there Kerika will automatically manage all the subfolders you need to sort your different Kerika accounts (yes, some folks have more than one Kerika account!) and your board.
Kerika doesn’t go snooping around or altering any other part of your OneDrive!
As folks join or leave your board team, access to all the files on that board will be automatically managed by Kerika, freeing you up from all the admin work that other tools make you do.
You can even create new Office 365 documents from inside Kerika, and have them shared automatically with your board team:
Create New Microsoft Documents
And we have always had the ability to sync your Kerika due dates with your Outlook calendar, so that completes everything you need to get the most of Kerika+Microsoft!
Remote work is here to stay, and global teams can offer enormous benefits. But the right tools are essential for improving your team’s ability to collaborate across timezones, explains Kerika’s Arun Kumar.
We have always had users from around the world, and we estimate that close to 80% of them are from countries where English isn’t the main language. To make Kerika even easier to use by our global user base we did a massive translation effort, using a combination of AI and sheer hard-work, to create translations of our website in 37 languages.
This is far more than competitors, even those with budgets that are 100x larger than ours, has attempted; Trello, for example, is available in 20 languages, Asana in 12. But then, our competitors aren’t thinking as globally as we are: we have always had a vision of producing a powerful task management tool that’s easy enough to be used by people from anywhere in the world.
AI isn’t perfect yet, by any means, so it’s possible that our translations have mistakes. We welcome your feedback: if you see anything that you think needs correcting, please send us a screenshot.
Here’s the full list of the non-English languages that Kerika is now available in: click on the links to view the Kerika website in that language.
When you login you will be prompted to choose your preferred language; the default will be the dominant language in your country. You can always change your language preference later, by clicking on the My Profile link on the top-right corner of the app:
