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!
Another Marketing template for our users: this time, for folks that need to plan and execute on a social media content strategy.
You can use this advance your marketing goals using Facebook, Instagram, and Twitter.
This template comes with a bunch of useful resources, like this card on listing your Call-To-Actions (CTAs):
We have also provided sample task cards for managing your posts, like this one for posting on Facebook:
This task, like the others, also comes complete with a checklist of subtasks so you don’t miss anything:
These sample task cards can be easily duplicated as you move through your social media content strategy.
Check out this template and let us know what you think!
Marketing events are all virtual these days, everywehere, as we all wait out the pandemic and try to figure out the shape of the “new normal”. To help our users who need to plan Virtual Marketing Events, we have a new template for you:
This is a very comprehensive template: it contains all the tasks you need to handle to make your virtual marketing event a success. Here’s an example of a task:
This template is rich in detail: tasks like this one also come with a checklist of subtasks to make sure you don’t overlook anything.
And links to useful online resources:
The workflow is straightforward: Pre-Planning → Launch Preparation → Promotions → Operations.
We are making a big push to increase the quantity and quality of templates so our users can get started faster on their boards, because at Kerika it’s all about “getting more done”.
Check out this template and let us know if you think we can improve it!
We have a new template to help folks plan their blog content to maximize their blog’s SEO effectiveness, and thereby drive more inbound traffic:
As with other Marketing Templates we have been creating for our users, there’s a column with useful resources for folks that are new to incorporating their blogs within their marketing activities.
The workflow itself is fairly simple: To Do → Researching → Drafting → Designing → Scheduled → Done.
There’s a sample task in the To Do column that you can duplicate for each blog post; it contains a complete checklist of subtasks to make sure you don’t miss anything:
Check out this 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:
Check it out and let us know if we can improve it.
For our marketing users we have created a new template: how to create a Branding Framework for your company or product, in the way that Netflix does.
To give credit where it’s due, this template has been adapted from The Three Tools Netflix Used to Build Its World-Class Brand | First Round Review, where Gibson Biddle talks about how this framework was used at Netflix for their branding strategy.
What do you need to achieve for branding? Well, Gibson believes it requires answering three questions about your company:
A brand is the unique story that consumers recall when they think of you.
The template walks you through the process, step-by-step:
The next time you need to do a branding exercise for your company or product, use this template. And let us know if we need to improve it.
A large number of our users are from small nonprofits (and they get free use of Kerika under our Academic & Nonprofit Plan!) and to help these folks manage their grant pipeline better we have create a new template that’s available to everyone:
This simple, yet very flexible, template lets your nonprofit team track all the grant opportunities that are out there, and make sure they get attended to as they go through the process: Prospect → Qualified Lead → Prepare Grant Application → Await Response.
As the possible grants move through the process, for each opportunity you need to track at least this information:
Not all of this will be available in the Prospect stage, but it needs to be gathered in the Qualified Lead stage for sure: otherwise, your lead isn’t really qualified, and you are not going to be in a good position to win that grant.
Creating this, and other templates for nonprofits, are all part of our “social good” mission.
Check it out and let us know if we can improve it.
We have a new template for folks that need to organize a marketing campaign photoshoot, or any other professional business photoshoot:
The template contains a step-by-step guide, with each task laid out as a separate card on a Task Board. Here’s an example of a task:
As you can see, this template contains not just a list of tasks, but also useful links for folks who are doing this for the first time.
Cards also contain a checklist of subtasks, where appropriate:
Check this out, and let us know if it needs improving!
We have completely rebuilt Kerika’s search capabilities, both on the back end and on the user interface, to make it much easier to find tasks (cards) and documents across all your Kerika boards.
Search results are organized into two tabs at the top: Tasks and Documents.
Within each tab, results are further segmented into two tabs: This Board, and Other Boards. This makes the most common use of Search even easier: most people want to find something that’s on a large board that they are viewing.
For each search result Kerika shows you what part of the task/card matched the query; in the example above, the search term showed up in 8 Board Chat messages.
Clicking on a search result gives you two action buttons: Open the task/card, or get a link to that task.
The search results are ranked by relevance; we spent weeks fine-tuning the algorithm based upon real-world usage and we think we have got it right now! But we know there will be times when you really need to narrow your search very specifically, and that’s handled by the Filter Results button which gives you so many options:
The Documents tab shows you all the content that matches your search results: we get this from Google, if you signed up using your Google ID or email, or from Box, if you signed up using your Box ID.
Selecting a document result gives you two buttons: OPEN, which will open the document for you in a new browser tab (or in Google Apps or Box on a mobile device), and DOWNLOAD.
As with Tasks, there are numerous options to filter and narrow your search for documents:
We have done a bunch of things to help folks who need to work with multiple Kerika accounts: a common situation with consulting, outsourcing, or other professional services who need to work with clients who all have their own Kerika accounts.
It starts at the Home page, where we made it easier to filter you view of Boards and Templates to a subset of all the Kerika accounts you can access:
You can use the check boxes in the left navigation area to temporarily hide some accounts, if you want to narrow your view of boards and templates.
More importantly, you can now access boards from different Kerika accounts in the same session: you don’t need to log out of one account and log into another, to be able to quickly switch between boards from different accounts.
The Board Switcher, which shows all the boards you currently have open, across accounts:
It’s also easy to set your preferences on a per-account basis:
The Dashboard (previously labeled “Views”) has new capabilities so you can get a great overview of all your projects, across all your accounts:
This makes it as easy to filter your Views on desktop as we had previously done for mobile users.