We offer a small selection of templates, covering a wide range of possible projects, to help our users get started with new boards — and, more importantly, to help introduce the concept of templates to folks.
Some of the templates we have on offer:
- Onboarding New Employees: a template for handling hiring and starting a new employee. (Surprisingly popular!)
- Solution Sales: a template for professional services companies to track their sales opportunities; essentially a CRM for small professional services companies.
- Setting up a business in Washington State: contributed by one of our users.
- Bug tracking: for software teams.
- Implementing an EHR: an example of a complex template, based upon the US Government’s guidelines for implementing an Electronic Health Records system at hospitals.
- Business Model Canvas: for startups.
We experienced some performance issues related to these templates recently which we have fixed: as the total number of Kerika users grew, the number of people wanting to use the same templates grew somewhat faster than we had anticipated, so we needed to make some back-end fixes to make sure there wasn’t a slowdown in performance.