Mastering Productivity: A Step-by-Step Guide to Getting Things Done

Agile & Scrum, Best Practices, Team Collaboration

In an age of constant connectivity, where digital notifications and information streams are endless, productivity is harder to maintain than ever. This Pew Research Center study highlights how information overload affects our ability to prioritize tasks and make decisions effectively, leading to increased stress and diminished productivity. Many of us face the same challenges: forgotten deadlines, half-finished projects, and that paralyzing sense of overwhelm when juggling too many priorities.

The Getting Things Done (GTD) method has emerged as a game-changer for those seeking clarity and control over their tasks. But implementing it successfully isn’t always straightforward. This guide will walk you through practical steps to fully embrace the GTD method, avoid common pitfalls, and give you proper tools to execute your workflow. Let’s dive in and get things moving efficiently!

Essential Steps to Mastering Productivity and Getting Things Done

Achieve peak productivity with Kerika's intuitive task board! This example showcases a Getting Things Done workflow system, including features for effective prioritization. Get clear on objectives with well-managed task assignments to stay on track

Click here to check out this board

Achieving productivity doesn’t happen by chance, it’s the result of a deliberate, well-structured approach. Let’s explore the essential steps to help you organize your tasks, prioritize effectively, and turn intentions into tangible outcomes.

Step 1: Capture Everything in a Trusted System

The GTD method begins with capturing every idea, task, or commitment in a reliable system outside of your brain. The goal is to free your mind from the burden of remembering everything while ensuring nothing important slips through the cracks.  This is crucial because mental overload significantly impairs productivity (Mayer & Moreno, 2003)

Create an inbox or central location where you can immediately jot down tasks as they arise. Whether it’s a digital tool, a notebook, or both, the key is consistency in capturing every to-do.

Watch Out For: Relying on memory instead of documenting tasks. Studies show that mental overload impairs productivity, so make capturing a habit you don’t skip.

Step 2: Clarify and Categorize Tasks

Once you’ve captured tasks, clarify what each item means and what actions are required. Not every task needs immediate attention, some may require delegation, scheduling, or simply discarding.

Ask yourself, “Is this actionable now?” If yes, define the next step. If not, categorize it under “Someday/Maybe,” “Reference,” or “Waiting For.” This process prevents clutter and keeps your list actionable.

Watch Out For: Vague or unclear tasks, like “Prepare report.” Be specific about next actions, “Draft outline of report” provides clarity and momentum.

Step 3: Organize Tasks Based on Context and Priority

Organizing tasks by priority and context ensures you can access the right tasks at the right time. Tasks can be grouped by project, deadline, or environment (e.g., tasks for meetings or errands).

Use categories such as “Urgent,” “Important,” and “Delegated” to make decision-making easier. Consider the Eisenhower Matrix to distinguish between urgent and important tasks.

Watch Out For: Overloading high-priority categories. If everything is labeled urgent, you risk decision fatigue and feeling overwhelmed.

Step 4: Schedule Time for Review and Planning

Regularly reviewing your task list ensures you stay on top of commitments and can adjust plans as needed. The weekly review, a core element of GTD, lets you reflect on what’s completed, pending, or no longer relevant.

Dedicate time each week to review upcoming deadlines, unfinished tasks, and long-term projects. Use this session to clean up your system and refocus on what matters.

Watch Out For: Skipping reviews due to a busy schedule. Without regular reviews, your task list may become outdated or overwhelming.

Step 5: Break Down Complex Tasks Into Manageable Steps

Large tasks or projects can be intimidating, leading to procrastination. Breaking them down into smaller, achievable steps provides clarity and keeps you moving forward.

For any project, identify the first actionable step, such as “Schedule kickoff meeting” or “Gather research materials.” As you complete smaller tasks, you’ll build momentum toward completing the larger goal.

Watch Out For: Underestimating the time required for sub-tasks. When planning, allocate buffer time to account for unexpected delays.

Step 6: Minimize Distractions and Batch Similar Tasks

Distractions can derail productivity, while context-switching between tasks decreases efficiency. Minimizing interruptions and batching tasks that require similar focus is crucial.

Schedule deep work sessions for high-concentration tasks and group similar activities, like answering emails or making phone calls, into designated time blocks.

Watch Out For: Overloading your day with tasks requiring intense focus without breaks. Fatigue can lead to burnout, so schedule downtime.

Step 7: Reflect and Refine Your System

Productivity is an evolving process. What works today may not work tomorrow, so regular reflection is essential. Identifying what’s effective and where improvements are needed will ensure your system remains flexible and relevant.

At the end of each week or month, assess what’s working. Adjust categories, modify task priorities, or experiment with new techniques if needed.

Watch Out For: Sticking rigidly to a system that no longer fits your workflow. Adaptability is key to long-term productivity.

Mastering productivity with the GTD method begins with capturing tasks, clarifying priorities, and regularly reviewing progress. With these steps in place, let’s explore how the right tools can streamline your workflow, enhance collaboration, and keep you on track.

Using The Right Tools

To successfully get things done, having a clear system is key. This kanban board is a perfect example of how to stay on top of tasks without feeling overwhelmed. Everything is neatly organized into different stages, making it easy to know what’s coming up, what’s in progress, and what’s done. No guesswork, no forgotten tasks.

See how Kerika's task board can declutter your mind and boost productivity. This image displays a clean, organized board with tasks neatly arranged in columns labeled "Things To Do," "Doing," and "Completed." Visualize your workflow, prioritize tasks, and eliminate mental clutter with Kerika's intuitive and efficient system

Click here to check out this board

Why does this setup work so well? First, it’s simple. Tasks aren’t just scattered across notebooks or apps. They are placed where they belong, ready to be tackled with clear priorities and due dates. It reflects what we covered earlier: capturing tasks, clarifying them, and knowing exactly what needs to happen next. You can see tasks that need review, upcoming deadlines, and the progress made so far. That’s exactly how you avoid the mental clutter we discussed earlier.

Second, the layout helps you focus on what really matters. By visually seeing tasks at different stages, you can quickly spot what needs immediate attention. Missed deadlines? Easily identified and corrected. Overdue tasks? Right there, waiting to be rescheduled or updated.

Finally, collaboration becomes smoother. Team members know what they’re working on without needing long email threads or constant status updates. Everything is available, from feedback to files, keeping progress steady and eliminating confusion.

In short, this board works because it simplifies the complex. It puts everything you need in one place, making sure no task falls through the cracks, and lets you focus on moving things forward. Ready to dive deeper into how you can make this work for you? Let’s break it down step by step.

Take a Closer Look at This Task Board

This task board is designed to simplify that chaos by giving teams a clear visual overview of what needs to be done, what’s in progress, and what’s already completed. It acts as a central hub where tasks, deadlines, files, and updates are all in one place, making sure nothing falls through the cracks.

Kerika streamlines your task management! This image shows a Kerika task board with highlighted features for adding tasks, customizing columns, and more. Avoid confusion while creating a more simple and visual action plan

Click here to check out this board

The purpose of this board is to help teams stay organized, prioritize tasks effectively, and collaborate seamlessly without constantly searching for updates or juggling scattered to-do lists. In this section, we’ll break down key features of the board, showing you how they can boost productivity and help you successfully get things done.

1. Creating Task Cards

Kerika promotes productivity by keeping important actions, due dates, and contact information centralized. See how you can reduce the time you and your team spend clarifying or searching for essential items with intuitive, powerful task cards for optimized efficiency. The task cards are clear and concise and include action points and categories, which reduces confusion with streamlined instructions

Click here to check out this task card

Without a proper system, it’s easy to forget important tasks or feel overwhelmed by the scope of a project. Task cards solve this by making sure every action is clearly defined and tracked. As shown in the image, the card for “Review and organize notes from yesterday’s meeting” includes detailed instructions, action points, and categories. 

This level of detail reduces confusion and eliminates the back-and-forth of clarifying instructions, letting teams dive into the work confidently. By keeping everything in one place, it ensures smoother handoffs, quicker updates, and better results.

2. Creating and Managing Columns

Customize your team's action items with an easy-to-use and versatile board! Easily move, create, or delete columns while sorting action items in your work area to improve your daily performance. All this helps reduce clutter, and organize project flow for optimized results

Click here to see how it works

Without a clear workflow, tasks can get stuck, deadlines may be missed, and teams may lose track of progress. Managing columns solves this by creating a step-by-step visual process where tasks move fluidly through different stages. 

As seen in the image, you can rename columns, sort tasks, or even move entire columns if priorities shift. This flexibility ensures that you can adapt the board as the project evolves, making sure no task is left behind or forgotten. The result is a smoother, more visible workflow that keeps everyone on the same page.

3. Zooming Out for a Quick Overview

It can be difficult to ensure accountability if a team has no idea what their members are actively doing, but Kerika solves this issue by allowing a full zoom out to increase visibility. Efficiently delegate responsibilities by knowing what action items your team members are working on in real-time, and address needs for assistance while you monitor overall team progress

Click here to try and see how it works

When managing multiple tasks, it’s easy to get bogged down by too many details or struggle to locate specific tasks quickly. The zoom-out feature solves this by stripping away the extra information and providing a clean, uncluttered view of all tasks across the board. 

You can easily spot tasks by name, check progress across different stages, and identify what needs attention without scrolling or getting distracted by additional details. This helps you stay efficient and maintain focus when you’re short on time or need a quick update.

4. Managing Teammates and Their Roles


Click here to review how this team management works

When teams lack clarity about their roles or responsibilities, it can lead to missed deadlines, confusion, or duplicated efforts. This feature solves that by clearly defining roles such as Board Admin, Team Member, or Visitor. As shown in the image, admins can manage tasks and permissions, team members can collaborate and update progress, and visitors can view updates without making changes. 

This structure ensures smoother collaboration and keeps sensitive information secure while holding team members accountable for their respective tasks.

5. Board Chat for General Discussions

Reduce internal email overload with Kerika's powerful board chat! Facilitate a seamless team-focused action plan by communicating quickly and efficiently about all important updates. This creates a better process for communication with project milestones, questions, and more.

Click here to check out this board chat

Without a dedicated space for team-wide discussions, general updates can get buried in email threads or scattered across various platforms. This feature solves that by centralizing conversations that are relevant to everyone, such as project milestones, feedback, or announcements. 

Unlike task-specific chats, board chat lets you address the entire team all at once, ensuring everyone stays informed without the need to check multiple places. It keeps general discussions organized and prevents important updates from being missed.

6. Sharing Files and Attachments Across the Team

Enhance team productivity with Kerika's centralized file sharing. This image showcases Kerika's board attachment options, allowing users to upload files, link to external resources, and create new Google Docs directly within the board. Streamline collaboration and eliminate time wasted searching for documents with Kerika's efficient file management system

Click here to see how board attachment works

When important files are scattered across emails or different storage platforms, teams can waste valuable time searching for what they need. This feature eliminates that issue by providing a central location where everyone can access shared files, whether it’s reports, spreadsheets, presentations, or links to online resources. 

Unlike attachments in individual task cards, these files are available for the entire team to reference whenever needed. It promotes smoother collaboration by ensuring that key documents, such as project guidelines or meeting notes, are always within reach, saving time and avoiding confusion.

7. Highlighting Tasks for Quick Access

Prioritize effectively with Kerika's versatile task highlighting feature. This image displays the highlighting options, allowing users to filter tasks by assignee, status, due date, priority, and tags. Quickly identify overdue or high-priority items and keep your team focused on the tasks that matter most, maximizing productivity with Kerika.

Click here to see how the highlight option works

When managing multiple tasks, finding the right one can be time-consuming, especially when deadlines, priorities, and responsibilities overlap. This feature solves that by letting you filter tasks based on criteria such as due date, priority, assigned team member, or status. For example, you can instantly highlight overdue tasks or those marked as high priority. 

As shown in the image, you have complete flexibility to customize the filters and zero in on tasks needing immediate action. This keeps the team efficient, helps prevent bottlenecks, and ensures nothing important is overlooked.

8. Board Settings for Full Control

Customize board settings for more effective task action plans! Take a snapshot of the progress of your projects or specific team goals with the Overview settings. Use the settings tab to establish data security, tag manageability, and add columns for customized steps. Kerika offers it all in one simple visual task management solution to optimize action steps for effective workflows

Click here to see how the board setting works

The board settings give you the flexibility to customize the board according to your project’s needs, helping you manage everything from privacy to task organization.

Here’s a closer look at the key options available:

  • Overview: Provides a snapshot of the current status, showing completed tasks, overdue items, and tasks due soon. This summary keeps you updated on progress without needing to open individual task cards.
  • Privacy Settings: Control who can access the board by restricting access to team members or sharing it via a link. This ensures sensitive projects stay secure.
  • Work-in-Progress (WIP) Limits: Set limits on the number of tasks allowed in each column to prevent overload and maintain an efficient workflow.
  • Auto-Numbering of Tasks: Automatically assigns numbers to tasks, making it easy to reference them during discussions or progress reviews.
  • Tags Management: Create and manage tags to categorize tasks. Tags help filter and prioritize items, allowing you to quickly locate tasks related to specific themes or requirements.
  • Column Management: Add, edit, or rearrange columns to reflect changes in the project workflow. This feature ensures flexibility when adjusting to new tasks or phases.
  • Export and Archive Options: Export the entire board into an Excel file for external reporting, or archive completed boards to preserve project history.

These settings give you the tools to tailor the board to your team’s specific requirements while keeping everything organized, secure, and adaptable to change.

With the board fully set up and organized, it’s time to focus on the core of any successful project: the tasks themselves. Let’s explore how breaking down tasks into manageable steps using task cards can help you maintain clarity, boost collaboration, and ensure steady progress.

Break Down Tasks Into Manageable Steps

Task cards serve as the backbone of any project by transforming large, overwhelming goals into smaller, actionable steps.

Let’s explore the key features within task cards and how they help teams maintain focus and organization.

1. First Impression: Core Information at a Glance


Click here to check out this task card

When you open a task card, the first thing you’ll notice is its clean, structured layout that presents essential details without overwhelming you.

Here’s why it matters:

  • Task Details: The core description of the task, including what needs to be done and any important context. This section ensures that team members understand the task from the start and know exactly what’s expected.
  • Assign Task: Quickly identify who is responsible for the task or add team members to collaborate. Assigning tasks upfront ensures accountability and avoids confusion about ownership.
  • Task Status: The current status, such as “Needs Review” or “In Progress,” keeps everyone updated on where the task stands. This feature helps maintain smooth workflows and prevents tasks from stalling.
  • Due Date: The set deadline is clearly displayed, ensuring that tasks are prioritized correctly and progress is aligned with project timelines. This feature reduces the risk of overdue or forgotten tasks.
  • Tags: Tags allow for easy categorization, helping you organize tasks by themes like “action items,” “documentation,” or “follow-up.” This makes it easier to filter tasks later and focus on specific priorities.

2. Checklist Tab: Breaking Down Tasks into Actionable Steps

Improve action and follow-through by dividing tasks into smaller items with clear responsibilities, so they never slip through the cracks. Create easy sub-tasks to break down action items with checklists! This will boost accountability for better workflow

Click here to check out this task card

The Checklist tab is designed to help you break down large tasks into smaller, more manageable actions. Instead of treating complex tasks as a single item, this feature allows you to divide them into subtasks that can be tracked individually, ensuring steady progress and reducing the risk of oversight.

Key Benefits:

  • Breaking Down Big Tasks: For tasks that involve multiple steps, the checklist ensures that no step is overlooked. For example, in the image, the item “Summarize Decisions” is part of a larger review task but is treated as a separate action to ensure completion.
  • Setting Deadlines: You can assign specific due dates for each checklist item, ensuring that subtasks are completed on time and do not delay the overall project. In this example, a due date of February 13 has been set to keep the process on schedule.
  • Assigning Subtasks: The checklist also allows you to assign individual subtasks to specific team members. This feature promotes accountability by making sure that everyone knows their role and prevents confusion about who is responsible for each step.

3. Attachments Tab: Centralized Access to Task-Specific Resources

Increase efficiency by eliminating search time with organized files in a central location! Attach existing action items and link other support files into one, easy-to-access location by uploading them directly from the board, creating more accessible and actionable communications for maximum clarity

Click here to check out this task card

The Attachments tab allows you to attach important documents directly to the task card, providing a centralized place for task-specific files, links, or newly created documents. This feature ensures that team members have all the resources they need without switching between multiple apps or platforms.

Key Benefits:

  • Quick Access to Relevant Files: Instead of searching through emails or cloud drives, team members can find everything related to the task in one place. This saves time and boosts productivity.
  • Create Documents Directly: The feature also allows you to create Google Docs, Sheets, Slides, Forms, or even project-specific documents without leaving the task card. This makes it easy to document progress or collaborate on updates.
  • Support for Multiple File Types: Whether it’s meeting notes, reports, or design mockups, the Attachments tab accommodates different file types and links, making sure no information is left out.
  • Easily Update Files Without Confusion: You can upload new versions of a file without deleting the old one. Just hit the upload button, and the updated version will be added seamlessly. This saves you from the confusion of managing versions like v1, v2, or v3.

4. Task History: Track Every Change with Precision

Maintain a clear and transparent project history with Kerika. This image shows the History tab within a task card, allowing you to track every change, update, and assigned member. Boost accountability and ensure everyone is on the same page with Kerika's comprehensive task history features

Click here to check out this task card

The History tab keeps a detailed log of every action taken on the task, providing a full record of changes, updates, and progress. From status changes to file attachments and assigned members, everything is recorded to maintain transparency.

Key Benefits:

  • Transparency: Everyone on the team can see who made changes, what was updated, and when it happened, ensuring that no action goes unnoticed.
  • Accountability: If questions arise about task progress or decisions, the history offers a reliable reference point.
  • Version Tracking: Whether it’s changes to deadlines, updated task assignments, or added documents, the log ensures that previous actions can be reviewed at any time.

Conclusion: The Key to Getting Things Done

Effective task management is more than just completing checklists, it’s about creating a well-structured process where planning, collaboration, and accountability work hand in hand. Breaking down tasks, assigning responsibilities, setting deadlines, and tracking progress through a visual system ensures that nothing is missed and everyone stays on the same page.

With the right approach and tools, you can overcome information overload, streamline your workflow, and achieve your goals without stress. By combining structured planning and collaboration, you give your team the clarity and direction they need to turn even the most complex projects into success stories.

How To Use The Actions Menu to Streamline Your Workflow

Technology

Managing complex assignments can often feel like a juggling act. Limited customization, rigid layouts, and repetitive shuffling of tasks can make the process more tedious than it needs to be.

A well-designed Actions Menu can give you the flexibility to tailor your task board to your unique workflow. From rearranging and renaming columns to moving tasks and sorting them by priority, due dates, or assignments, these features can simplify even the most complex projects.

Ready to take full control of your workflow? Let’s explore how the Actions Menu can help you streamline your tasks and boards with ease.

What is the Column Actions Menu?

Screenshot highlighting Kerika's Column Actions menu, easily accessed via the three-dot icon on the 'To Do' column. This menu offers powerful options like adding, renaming, moving, hiding, or even transferring entire columns between boards. It demonstrates Kerika's superior workflow flexibility, allowing teams to effortlessly customize their board structure to precisely match their project process, ensuring the tool adapts to their way of working, not the other way around.

The Column Actions menu is a gateway for organizing and customizing your task boards. Accessible through the three-dot menu at the top of each column, it provides a range of options to modify and manage your board layout.

Key Features:

  • Add Columns: Insert new columns to refine your workflow.
  • Move Columns: Rearrange columns to match your project’s priorities.
  • Rename or Hide Columns: Keep your board visually tidy by renaming or temporarily hiding sections.
  • Transfer Columns Across Boards: Seamlessly migrate an entire column to a new board without losing any tasks.

The Task Actions Menu: Sorting Made Simple

Screenshot illustrating Kerika's Task Actions menu, accessed from the column header, focusing on the 'Sort all tasks' feature. The expanded menu clearly shows options to effortlessly sort tasks within the column by Due Date, Status, Priority, Assigned Person, or Title. This simple yet powerful tool provides enhanced clarity and organization within any workflow stage, allowing teams to quickly prioritize work and understand responsibilities at a glance. The 'Select all tasks' option for efficient bulk changes is also shown.

Alongside the Column Actions menu, the Task Actions menu helps you manage tasks efficiently within a column.

Sorting Tasks:

The Sort All Tasks option allows you to organize tasks effortlessly based on the following:

  • Sort by Due Date: Prioritize tasks with approaching deadlines.
  • Sort by Status: Group tasks by progress stages (e.g., In Progress, Completed).
  • Sort by Priority: Highlight high-priority tasks so nothing critical gets missed.
  • Sort by Assigned Person: Organize tasks by assignees for better clarity on responsibilities.
  • Sort by Title: Alphabetically sort tasks for quick referencing.

Select All Tasks:

Need to take action on multiple tasks at once? Use the Select All Tasks feature to apply bulk changes efficiently.

Why You’ll Love These Features

  • Improved Organization: Customize your task board to fit your exact project requirements, whether you’re managing a marketing campaign or a software development sprint.
  • Enhanced Flexibility: As projects evolve, so can your board. Adjust columns and tasks dynamically without disrupting your workflow.
  • Streamlined Task Management: Combine column actions with task sorting and bulk selection for a perfectly organized board.
  • Sort Within Columns: Use Task Actions to align tasks by priority or deadlines for better clarity.
  • Experiment with Layouts: Don’t let your board stagnate – keep updating column arrangements as your team’s needs change.

Wrap-Up

The Column Actions and Task Actions features give you the tools to adapt and optimize your workflow effortlessly. Whether you’re adding a column, sorting tasks, or moving a column to another board, these options let you tailor your board to suit your needs.

Cara Menggunakan Menu Tindakan untuk Memperkemas Aliran Kerja Anda

Teknologi

Menguruskan tugasan yang rumit selalunya boleh dirasakan seperti tindakan menyulap. Penyesuaian terhad, susun atur yang tegar, dan rombakan tugasan yang berulang-ulang boleh menjadikan proses itu lebih membosankan daripada yang sepatutnya.

Sebuah yang direka dengan baik Menu Tindakan boleh memberi anda fleksibiliti untuk menyesuaikan papan tugas anda dengan aliran kerja unik anda. Daripada menyusun semula dan menamakan semula lajur kepada mengalihkan tugas dan menyusunnya mengikut keutamaan, tarikh akhir atau tugasan, ciri ini boleh memudahkan walaupun projek yang paling kompleks.

Bersedia untuk mengawal sepenuhnya aliran kerja anda? Mari kita terokai bagaimana Menu Tindakan boleh membantu anda menyelaraskan tugas dan papan anda dengan mudah.

Apakah Menu Tindakan Lajur?

Tangkapan skrin yang menyerlahkan menu Tindakan Lajur Kerika, diakses dengan mudah melalui ikon tiga titik pada lajur 'To Do'. Menu ini menawarkan pilihan yang berkuasa seperti menambah, menamakan semula, mengalihkan, menyembunyikan atau memindahkan keseluruhan lajur antara papan. Ia menunjukkan fleksibiliti aliran kerja unggul Kerika, membolehkan pasukan menyesuaikan struktur papan mereka dengan mudah agar sepadan dengan proses projek mereka dengan tepat, memastikan alat menyesuaikan diri dengan mereka cara kerja, bukan sebaliknya.

The Menu Tindakan Lajur ialah pintu masuk untuk mengatur dan menyesuaikan papan tugas anda. Boleh diakses melalui menu tiga titik di bahagian atas setiap lajur, ia menyediakan pelbagai pilihan untuk mengubah suai dan mengurus reka letak papan anda.

Ciri-ciri Utama:

  • Tambah Lajur: Masukkan lajur baharu untuk memperhalusi aliran kerja anda.
  • Alihkan Lajur: Susun semula lajur agar sepadan dengan keutamaan projek anda.
  • Namakan semula atau Sembunyikan Lajur: Pastikan papan anda kemas secara visual dengan menamakan semula atau menyembunyikan bahagian sementara.
  • Pindahkan Lajur Merentas Papan: Pindahkan keseluruhan lajur ke papan baharu dengan lancar tanpa kehilangan sebarang tugas.

Menu Tindakan Tugasan: Isih Dipermudahkan

Petikan skrin yang menggambarkan menu Tindakan Tugasan Kerika, diakses daripada pengepala lajur, memfokuskan pada ciri 'Isih semua tugas'. Menu yang diperluaskan dengan jelas menunjukkan pilihan untuk mengisih tugas dengan mudah dalam lajur mengikut Tarikh Akhir, Status, Keutamaan, Orang yang Ditugaskan atau Tajuk. Alat yang ringkas namun berkuasa ini memberikan kejelasan dan organisasi yang dipertingkatkan dalam mana-mana peringkat aliran kerja, membolehkan pasukan mengutamakan kerja dengan pantas dan memahami tanggungjawab dengan pantas. Pilihan 'Pilih semua tugas' untuk perubahan pukal yang cekap juga ditunjukkan.

Di samping menu Tindakan Lajur, menu Menu Tindakan Tugas membantu anda mengurus tugas dengan cekap dalam lajur.

Tugasan Isih:

The Isih Semua Tugas pilihan membolehkan anda mengatur tugas dengan mudah berdasarkan perkara berikut:

  • Isih mengikut Tarikh Tamat: Utamakan tugasan dengan tarikh akhir yang menghampiri.
  • Isih mengikut Status: Kumpulan tugas mengikut peringkat kemajuan (cth., Sedang Dijalankan, Selesai).
  • Isih mengikut Keutamaan: Serlahkan tugas keutamaan tinggi supaya tiada perkara kritikal yang terlepas.
  • Isih mengikut Orang yang Ditugaskan: Atur tugasan oleh penerima tugasan untuk kejelasan tanggungjawab yang lebih jelas.
  • Isih mengikut Tajuk: Isih tugas mengikut abjad untuk rujukan pantas.

Pilih Semua Tugasan:

Perlu mengambil tindakan pada berbilang tugas sekaligus? Gunakan Pilih Semua Tugas ciri untuk menggunakan perubahan pukal dengan cekap.

Mengapa Anda Akan Suka Ciri Ini

  • Organisasi yang Diperbaiki: Sesuaikan papan tugas anda agar sesuai dengan keperluan projek anda, sama ada anda menguruskan kempen pemasaran atau pecut pembangunan perisian.
  • Fleksibiliti Dipertingkat: Apabila projek berkembang, begitu juga lembaga anda. Laraskan lajur dan tugasan secara dinamik tanpa mengganggu aliran kerja anda.
  • Pengurusan Tugas yang diperkemas: Gabungkan tindakan lajur dengan pengisihan tugas dan pemilihan pukal untuk papan yang teratur dengan sempurna.
  • Isih Dalam Lajur: Gunakan Tindakan Tugas untuk menyelaraskan tugas mengikut keutamaan atau tarikh akhir untuk kejelasan yang lebih baik.
  • Eksperimen dengan Reka Letak: Jangan biarkan lembaga anda terbantut – teruskan mengemas kini susunan lajur apabila keperluan pasukan anda berubah.

Bungkus

Ciri Lajur Tindakan dan Tindakan Tugas memberi anda alatan untuk menyesuaikan dan mengoptimumkan aliran kerja anda dengan mudah. Sama ada anda menambah lajur, menyusun tugasan atau mengalihkan lajur ke papan lain, pilihan ini membolehkan anda menyesuaikan papan anda mengikut keperluan anda.

How to Run a Successful Fund Raising Campaign: A Step-by-Step Guide

Agile & Scrum, Best Practices

Fundraising is the lifeline of countless initiatives, from non-profits tackling global challenges to startups on the brink of groundbreaking innovations. A successful campaign isn’t just about raising funds; it’s about forging meaningful connections, earning trust, and delivering value to both donors and beneficiaries.

Without a clear planning, handling donor relationships, managing timelines, and coordinating team efforts can quickly spiral into chaos. Missed follow-ups, misaligned goals, and scattered data are common hurdles that can turn even the most promising campaigns into overwhelming tasks. 

In this guide, we’ll show you how to organize your campaign efficiently, address potential obstacles, and stay on track every step of the way. With practical tips and structured management techniques, you’ll have everything you need to drive a successful campaign from start to finish.

So let’s start with practical steps that will help you and your team stay focused, hit milestones, and keep campaigns on track.

Effectively manage your next fundraising campaign with Kerika's visual task board. This example showcases the key steps, such as brainstorming ideas, planning events, securing approvals, and managing active campaigns. Improve organization, communication, and overall campaign success with Kerika's intuitive platform

Review this fund raising campaign board

Essential Steps For Executing a Successful Fundraising Campaign

Executing a successful fundraising campaign involves meticulous planning, strategic execution, and continuous evaluation. Below are essential steps to guide you through the process:

1. Define Clear Objectives

Start by establishing specific, measurable, achievable, relevant, and time-bound (SMART) goals for your campaign. Determine what you aim to achieve, whether it’s funding a particular project, expanding services, or covering operational costs. Clear objectives provide direction and a benchmark for success.

According to Smart Insights, applying the SMART framework to your marketing objectives ensures they are well-defined and achievable, leading to more effective campaigns.

  • Watch Out For: Ambiguity in goals or shifting priorities that can make it difficult to track progress.

2. Assemble a Dedicated Team

Form a committee comprising staff, volunteers, and stakeholders who are passionate about your cause. Assign roles based on individual strengths, such as donor outreach, event planning, or marketing. A committed team ensures tasks are managed efficiently and fosters a sense of shared purpose.

  • Watch Out For: Team members feeling overwhelmed or confused about their responsibilities, which can lead to delays or missed deadlines.

3. Conduct a Feasibility Study

Before launching, assess the viability of your campaign. According to CampaignCounsel.org, conducting a feasibility study is crucial for determining the potential success of a large-scale fundraising initiative. It helps organizations gauge donor interest, assess community support, and set achievable campaign goals

  • Watch Out For: Gaps in research that can lead to overly ambitious targets or under-prepared teams.

4. Develop a Comprehensive Plan

Create a detailed roadmap outlining strategies, timelines, and resources needed. Incorporate various fundraising methods, such as events, online campaigns, and grant applications. A well-structured plan serves as a blueprint, guiding your team through each phase of the campaign.

  • Watch Out For: Over-reliance on static plans that don’t account for unexpected changes.

5. Craft a Compelling Narrative

Tell a story that resonates with potential donors. Highlight the problem, your solution, and the impact of their contribution. Emotional and relatable narratives can significantly enhance donor engagement and motivation. 

  • Watch Out For: Inconsistent messaging across different platforms, which could weaken engagement.

6. Identify and Segment Your Audience

Analyze your donor base to identify key segments, such as individuals, corporations, or foundations. Tailor your messaging and approach to each group’s interests and capacity to give. Personalized communication increases the likelihood of successful solicitations. As BonterraTech highlights, donor segmentation allows organizations to deliver tailored messages that resonate with donors, increasing engagement and long-term support.

  • Watch Out For: Relying on outdated donor data or failing to personalize outreach efforts.

7. Implement a Soft Launch

Begin with a soft launch targeting loyal supporters to build initial momentum. This phase allows you to gather feedback, address any issues, and create a sense of progress before the public launch. Early success can also leverage social proof to attract additional donors. 

  • Watch Out For: Overlooking the importance of gathering early feedback, which can lead to unresolved issues during the public phase.

8. Utilize Multichannel Marketing

Promote your campaign across various platforms, including social media, email newsletters, and traditional media. Consistent messaging across channels maximizes reach and reinforces your campaign’s presence. 

  • Watch Out For: Disconnected campaigns that fail to synchronize communications, potentially confusing or alienating donors.

9. Engage and Acknowledge Donors

Maintain open communication with donors throughout the campaign. Provide updates on progress, express gratitude, and demonstrate the impact of their contributions. Recognizing donors fosters loyalty and encourages future support.

  • Watch Out For: Lack of timely communication or generic follow-ups that don’t feel personal.

10. Monitor Progress and Adapt

Regularly review your campaign’s performance against set milestones. Use data analytics to assess which strategies are effective and which need adjustment. Being flexible and responsive ensures the campaign remains on track and goals are met.

  • Watch Out For: Teams sticking rigidly to initial plans, even when adjustments could yield better results.

Executing a successful fundraising campaign requires more than just following the right steps. Without proper coordination, tracking, and collaboration, even the most well-planned efforts can lose momentum. As your campaign progresses, donor outreach will grow, tasks will increase, deadlines may overlap, and maintaining clear communication with both donors and internal teams will be crucial.

This is why the right tools are essential. They help you manage donor relations, prioritize key activities, and monitor progress effectively. With these tools, you can streamline donor information, avoid missed opportunities, and make data-driven decisions that maximize your fundraising potential.

Using The Right Tools

With your campaign plan in place, the next step is ensuring that everything runs smoothly without the common issues we discussed. This is where a well-structured task management tool can make all the difference. 

Take a look at this board. It’s an example of how teams can efficiently manage every stage of a fundraising campaign while staying organized and on track.

The Kerika fundraising platform ensures the best results by centralizing every phase and task in one place. Track each team member's action items, increase action levels for those falling behind, and use an easy-to-read dashboard to quickly check up on task progress

Review this fund raising campaign board

This board is an example of how teams can simplify complex fundraising campaigns. Tasks like event planning, donor follow-ups, and budget approvals are broken down into clear categories, making it easy to see what’s in progress, what needs immediate attention, and what’s completed. 

When deadlines overlap or team members juggle multiple responsibilities, the board helps prioritize key fundraising activities, ensuring that no critical task is overlooked. The structure addresses common fundraising challenges by clearly assigning tasks related to donor outreach, proposal submissions, or campaign reviews. 

Each team member knows exactly what they are responsible for, and collaboration becomes seamless. Instead of chasing updates or searching through emails for information, the entire team can view progress in real time and make necessary adjustments without confusion.

This doesn’t just help with meeting deadlines. It eliminates bottlenecks by making task statuses visible to everyone. let’s take a step further and explore how this board supports better decision-making and enables your team to adapt quickly to changes.

Take a Closer Look at This Fundraising Campaign Board

Let’s dive deeper into how this board helps teams manage every detail of a fundraising campaign while keeping tasks and goals in clear focus. The key to its effectiveness lies in its simplicity and ability to adapt as the campaign evolves. By visualizing progress, organizing tasks, and streamlining team collaboration, it helps teams stay on track and adjust quickly when needed.

Customize fundraising tasks to create an efficient workflow by tailoring and managing columns within Kerika. Easily hide columns, reorder, add, or move a set of data to streamline campaigns from beginning to end. Use Kerika's action-focused features to create a custom and easily manageable work plan

Below, we’ll walk through each feature with examples to show how this board can make your fundraising campaign more efficient, productive, and stress-free.

1. Create Detailed Task Cards for Every Fundraising Activity

Plan out and track key fundraising tasks with Kerika! This image showcases how to incorporate objectives, team assignments, deadlines, and specific next steps. Visualize a better way to fundraise for your team or non-profit with highly customizable task cards

As shown in this task card, each activity is organized with essential details like objectives, team assignments, deadlines, and specific steps needed for completion. The card also integrates resources such as files, discussions, and updates, making it a central hub for everything related to the task.

These task cards improve fundraising efficiency by keeping all key information in one place, reducing confusion and the need for back-and-forth communication. Team members can work collaboratively, monitor progress, and stay on top of deadlines without wasting time searching for documents or updates across multiple platforms.

2. Customize Columns to Match Your Fundraising Workflow

Manage your action plan by customizing columns within the Kerika interface to reflect action items for every unique fund raising campaign. This will help you create a custom process for your individual campaigns, that will lead you to have the optimal performance for every event

In this board, you can see how each column is set up to represent different stages of the fundraising process, such as “Fundraising Ideas,” “Planning,” and “Active Campaigns.” With customizable settings, you can easily add, rename, or move columns, ensuring that the workflow adapts to your team’s unique needs.

These columns help streamline progress by clearly indicating where each task stands and what needs to happen next. Whether you’re brainstorming ideas or seeking approvals, organizing tasks by stages ensures that nothing gets stuck or forgotten. 

This flexibility makes it easy to manage shifting priorities and maintain a smooth, efficient flow throughout the campaign.

3. Zoom Out to Scan and Find Tasks Quickly

Get a bird's-eye view of your fundraising campaign with Kerika. This image shows the zoom-out feature, which displays task names only for quick scanning and identification. Easily visualize all stages of your fundraising campaign to quickly spot bottlenecks and ensure everything stays on track, making Kerika an invaluable tool for efficient campaign management

The zoom-out option, shown in the image, hides task details and displays only the task names. This view is ideal for scanning the entire board at a glance and locating specific tasks without scrolling through extensive details. It’s particularly useful when you need a quick overview of what’s happening across multiple stages.

This helps you save time by making it easy to find tasks, check the progress, and identify any pending activities. Whether you’re tracking an approval or verifying the status of a campaign, this simplified view keeps everything accessible and easy to navigate.

4. Manage Team Members and Share Access

The Kerika fundraising task board promotes secure team-based action plans by managing and assigning roles to every team member (such as Board Admin, Team Member, or Visitor) based on the requirements of the action item! Each team member can also have their own set of clear steps that are required for the project. No longer will your team members be confused about what to do

Here you can see the option to invite team members and assign roles such as Board Admin, Team Member, or Visitor. This feature ensures that everyone involved in the fundraising campaign has the right level of access based on their role, whether they are leading the campaign or providing occasional input.

By defining roles clearly, you avoid confusion and maintain control over sensitive information. Board Admins can manage tasks and team permissions, Team Members can collaborate and update progress, and Visitors can view progress without making changes. This structure ensures smooth collaboration and accountability while keeping your campaign secure and well-organized.

5. Use Board Chat for Team-Wide Discussions

Share information to maximize results for team members with Kerika. Kerika's streamlined action plans are much better than email threads that get lost! Keep vital discussions in one centralized location where everyone has access to action plan details and can collaborate effectively

The board chat feature is designed for general discussions that involve the entire team. Unlike task-specific chats, which focus on individual tasks, the board chat allows you to share updates, announcements, or feedback that everyone needs to see.

This feature helps keep general conversations separate from task-related details, reducing confusion and ensuring important updates are easy to find. Whether you’re sharing campaign milestones, addressing team-wide concerns, or brainstorming new ideas, board chat ensures the entire team stays in sync.

6. Share Files and Attachments Across the Whole Team

Enhance teamwork with effective file management within Kerika. Simply generate sharable links, or create shareable online documents with team members. These resources are then attached to your fundraising tasks! By centralizing resources with Kerika, teams spend less time searching and more time collaborating

The board attachment option allows you to upload or link important documents, spreadsheets, presentations, or online resources that are useful for the entire team. This is useful for files are available to everyone and aren’t tied to specific tasks.

This feature ensures that essential documents, such as fundraising plans, donor lists, and campaign reports, are easily accessible to all team members in one place. It eliminates the need to search through different platforms, keeping the team informed and making collaboration smoother.

7. Highlight Tasks with Custom Filters

Stay focused on your fundraising goals with Kerika's customizable task highlighting. This image showcases Kerika's filter options, allowing users to quickly identify tasks based on assignee, status, due date, priority, and tags. Highlight what matters most, eliminate distractions, and drive your fundraising campaign to success with Kerika's powerful filtering capabilities

The highlight option  allows you to quickly locate tasks using custom filters. You can filter by criteria such as assigned team member, task status, due date, priority, and tags. Whether you want to find overdue tasks or those marked as high priority, this feature helps you narrow down exactly what you’re looking for.

This option saves time by eliminating the need to manually search through tasks. Instead, you can instantly highlight items that need immediate attention, helping your team prioritize key tasks, address bottlenecks, and keep the fundraising campaign running smoothly.

8. Manage Board Settings for Full Control

Maintain complete control over your fundraising campaign with Kerika's customizable board settings. This image showcases Kerika's settings menu with tabs for overview, settings, columns, and tags. Efficiently manage team access, track progress, customize workflow stages, and categorize tasks, all in one place

The settings option provides a wide range of customization features that help you tailor the board to your specific fundraising needs. Here’s a closer look at what you can do:

  • Overview: Get a summary of the board’s current status, including the number of completed tasks, overdue items, and upcoming deadlines. This quick snapshot helps you monitor overall progress.
  • Privacy Settings: Control who can access the board by choosing between team-only access, account-wide access, or allowing access via a link.
  • Work-In-Progress (WIP) Limits: Limit the number of tasks allowed in each column to prevent overloading team members and ensure a manageable workload.
  • Tags Management: Create, edit, and organize tags to help categorize and prioritize tasks. Tags such as “Compliance” or “Finalization” allow for easy filtering.
  • Column Settings: Add or adjust columns to match your workflow. This flexibility lets you adapt as the fundraising campaign evolves, ensuring the board always reflects your current needs.
  • Auto-Numbering of Tasks: Enable this option to automatically assign task numbers, making it easier to reference specific tasks during discussions.
  • Export and Archive: Export the board data in Excel format for external reporting or archive the board once the campaign is complete to preserve all progress and discussions.

With the board fully set up and organized, let’s take a closer look at how task cards help you break down complex activities into manageable steps, ensuring that every part of your fundraising campaign moves forward smoothly.

Break Down Tasks Into Manageable Steps

In any fundraising campaign, breaking tasks into smaller, actionable steps is crucial to ensuring smooth execution and preventing important details from slipping through the cracks. 

This demo board showcases how each task is carefully segmented for better collaboration and progress tracking.

Kerika's detailed task cards are great at increasing collaboration and simplifying complex fundraising plans. Assign clear steps while incorporating checklists, resources, and chats. Easily oversee and track action items while ensuring goals are met and productivity flows with Kerika

Here’s how the team uses task cards to break down their work effectively:

  • Details Tab for Comprehensive Task Descriptions: The Details tab stores important information, such as the task’s objective, requirements, and background. This ensures team members have the context they need without repeatedly asking for clarifications.
  • Task Status for Progress Updates: Each task can be assigned a status, like In Progress, Needs Review, or Ready, making it easy to track progress and identify tasks that require attention.
  • Checklist Tab for Subtasks: Large tasks are split into smaller, manageable subtasks using the checklist feature. Each subtask can be checked off as completed, helping teams stay organized and track incremental progress.
  • Due Dates to Meet Deadlines: Due dates ensure that tasks remain on schedule, and visibility into upcoming deadlines allows teams to prioritize tasks and avoid delays.
  • Tags for Easy Categorization: Assigning tags like “Compliance” or “Donor Outreach” helps categorize tasks, making it simple to filter and find related tasks quickly.
  • Chat Tab for Task-Specific Discussions: All task-related discussions are kept in the chat tab, avoiding scattered communication across different platforms and making it easy to reference past conversations.
  • Task Assignments for Clear Ownership: By assigning tasks to specific team members, the board ensures accountability and clarity on who is responsible for each task, eliminating confusion.
  • Attachments Tab for Storing Files: Task-specific documents, donor lists, or event planning files can be attached directly within the task card, saving time otherwise spent searching through shared drives or emails.

By breaking tasks into actionable steps and keeping everything centralized, the team can work efficiently, track progress with ease, and ensure that each phase of the fundraising campaign is executed successfully.

Conclusion: Set Your Fundraising Campaign Up for Success

A well-structured fundraising campaign is about more than just meeting goals; it’s about creating a streamlined process that keeps your team focused, tasks organized, and milestones on track. By implementing the right strategies and using an effective system, you can avoid common pitfalls and maintain momentum throughout the campaign.

Whether you’re managing donor outreach, approvals, or events, having a centralized board with task management features ensures your team can collaborate efficiently, adapt to changes, and achieve your fundraising goals with confidence. With the right approach, your campaign can build lasting connections, secure vital funding, and drive meaningful impact.

How to Run a Successful Fund Raising Campaign: A Step-by-Step Guide

Agile & Scrum, Best Practices

Fundraising is the lifeline of countless initiatives, from non-profits tackling global challenges to startups on the brink of groundbreaking innovations. A successful campaign isn’t just about raising funds; it’s about forging meaningful connections, earning trust, and delivering value to both donors and beneficiaries.

Without a clear planning, handling donor relationships, managing timelines, and coordinating team efforts can quickly spiral into chaos. Missed follow-ups, misaligned goals, and scattered data are common hurdles that can turn even the most promising campaigns into overwhelming tasks. 

In this guide, we’ll show you how to organize your campaign efficiently, address potential obstacles, and stay on track every step of the way. With practical tips and structured management techniques, you’ll have everything you need to drive a successful campaign from start to finish.

So let’s start with practical steps that will help you and your team stay focused, hit milestones, and keep campaigns on track.

Effectively manage your next fundraising campaign with Kerika's visual task board. This example showcases the key steps, such as brainstorming ideas, planning events, securing approvals, and managing active campaigns. Improve organization, communication, and overall campaign success with Kerika's intuitive platform

Review this fund raising campaign board

Essential Steps For Executing a Successful Fundraising Campaign

Executing a successful fundraising campaign involves meticulous planning, strategic execution, and continuous evaluation. Below are essential steps to guide you through the process:

1. Define Clear Objectives

Start by establishing specific, measurable, achievable, relevant, and time-bound (SMART) goals for your campaign. Determine what you aim to achieve, whether it’s funding a particular project, expanding services, or covering operational costs. Clear objectives provide direction and a benchmark for success.

According to Smart Insights, applying the SMART framework to your marketing objectives ensures they are well-defined and achievable, leading to more effective campaigns.

  • Watch Out For: Ambiguity in goals or shifting priorities that can make it difficult to track progress.

2. Assemble a Dedicated Team

Form a committee comprising staff, volunteers, and stakeholders who are passionate about your cause. Assign roles based on individual strengths, such as donor outreach, event planning, or marketing. A committed team ensures tasks are managed efficiently and fosters a sense of shared purpose.

  • Watch Out For: Team members feeling overwhelmed or confused about their responsibilities, which can lead to delays or missed deadlines.

3. Conduct a Feasibility Study

Before launching, assess the viability of your campaign. According to CampaignCounsel.org, conducting a feasibility study is crucial for determining the potential success of a large-scale fundraising initiative. It helps organizations gauge donor interest, assess community support, and set achievable campaign goals

  • Watch Out For: Gaps in research that can lead to overly ambitious targets or under-prepared teams.

4. Develop a Comprehensive Plan

Create a detailed roadmap outlining strategies, timelines, and resources needed. Incorporate various fundraising methods, such as events, online campaigns, and grant applications. A well-structured plan serves as a blueprint, guiding your team through each phase of the campaign.

  • Watch Out For: Over-reliance on static plans that don’t account for unexpected changes.

5. Craft a Compelling Narrative

Tell a story that resonates with potential donors. Highlight the problem, your solution, and the impact of their contribution. Emotional and relatable narratives can significantly enhance donor engagement and motivation. 

  • Watch Out For: Inconsistent messaging across different platforms, which could weaken engagement.

6. Identify and Segment Your Audience

Analyze your donor base to identify key segments, such as individuals, corporations, or foundations. Tailor your messaging and approach to each group’s interests and capacity to give. Personalized communication increases the likelihood of successful solicitations. As BonterraTech highlights, donor segmentation allows organizations to deliver tailored messages that resonate with donors, increasing engagement and long-term support.

  • Watch Out For: Relying on outdated donor data or failing to personalize outreach efforts.

7. Implement a Soft Launch

Begin with a soft launch targeting loyal supporters to build initial momentum. This phase allows you to gather feedback, address any issues, and create a sense of progress before the public launch. Early success can also leverage social proof to attract additional donors. 

  • Watch Out For: Overlooking the importance of gathering early feedback, which can lead to unresolved issues during the public phase.

8. Utilize Multichannel Marketing

Promote your campaign across various platforms, including social media, email newsletters, and traditional media. Consistent messaging across channels maximizes reach and reinforces your campaign’s presence. 

  • Watch Out For: Disconnected campaigns that fail to synchronize communications, potentially confusing or alienating donors.

9. Engage and Acknowledge Donors

Maintain open communication with donors throughout the campaign. Provide updates on progress, express gratitude, and demonstrate the impact of their contributions. Recognizing donors fosters loyalty and encourages future support.

  • Watch Out For: Lack of timely communication or generic follow-ups that don’t feel personal.

10. Monitor Progress and Adapt

Regularly review your campaign’s performance against set milestones. Use data analytics to assess which strategies are effective and which need adjustment. Being flexible and responsive ensures the campaign remains on track and goals are met.

  • Watch Out For: Teams sticking rigidly to initial plans, even when adjustments could yield better results.

Executing a successful fundraising campaign requires more than just following the right steps. Without proper coordination, tracking, and collaboration, even the most well-planned efforts can lose momentum. As your campaign progresses, donor outreach will grow, tasks will increase, deadlines may overlap, and maintaining clear communication with both donors and internal teams will be crucial.

This is why the right tools are essential. They help you manage donor relations, prioritize key activities, and monitor progress effectively. With these tools, you can streamline donor information, avoid missed opportunities, and make data-driven decisions that maximize your fundraising potential.

Using The Right Tools

With your campaign plan in place, the next step is ensuring that everything runs smoothly without the common issues we discussed. This is where a well-structured task management tool can make all the difference. 

Take a look at this board. It’s an example of how teams can efficiently manage every stage of a fundraising campaign while staying organized and on track.

The Kerika fundraising platform ensures the best results by centralizing every phase and task in one place. Track each team member's action items, increase action levels for those falling behind, and use an easy-to-read dashboard to quickly check up on task progress

Review this fund raising campaign board

This board is an example of how teams can simplify complex fundraising campaigns. Tasks like event planning, donor follow-ups, and budget approvals are broken down into clear categories, making it easy to see what’s in progress, what needs immediate attention, and what’s completed. 

When deadlines overlap or team members juggle multiple responsibilities, the board helps prioritize key fundraising activities, ensuring that no critical task is overlooked. The structure addresses common fundraising challenges by clearly assigning tasks related to donor outreach, proposal submissions, or campaign reviews. 

Each team member knows exactly what they are responsible for, and collaboration becomes seamless. Instead of chasing updates or searching through emails for information, the entire team can view progress in real time and make necessary adjustments without confusion.

This doesn’t just help with meeting deadlines. It eliminates bottlenecks by making task statuses visible to everyone. let’s take a step further and explore how this board supports better decision-making and enables your team to adapt quickly to changes.

Take a Closer Look at This Fundraising Campaign Board

Let’s dive deeper into how this board helps teams manage every detail of a fundraising campaign while keeping tasks and goals in clear focus. The key to its effectiveness lies in its simplicity and ability to adapt as the campaign evolves. By visualizing progress, organizing tasks, and streamlining team collaboration, it helps teams stay on track and adjust quickly when needed.

Customize fundraising tasks to create an efficient workflow by tailoring and managing columns within Kerika. Easily hide columns, reorder, add, or move a set of data to streamline campaigns from beginning to end. Use Kerika's action-focused features to create a custom and easily manageable work plan

Below, we’ll walk through each feature with examples to show how this board can make your fundraising campaign more efficient, productive, and stress-free.

1. Create Detailed Task Cards for Every Fundraising Activity

Plan out and track key fundraising tasks with Kerika! This image showcases how to incorporate objectives, team assignments, deadlines, and specific next steps. Visualize a better way to fundraise for your team or non-profit with highly customizable task cards

As shown in this task card, each activity is organized with essential details like objectives, team assignments, deadlines, and specific steps needed for completion. The card also integrates resources such as files, discussions, and updates, making it a central hub for everything related to the task.

These task cards improve fundraising efficiency by keeping all key information in one place, reducing confusion and the need for back-and-forth communication. Team members can work collaboratively, monitor progress, and stay on top of deadlines without wasting time searching for documents or updates across multiple platforms.

2. Customize Columns to Match Your Fundraising Workflow

Manage your action plan by customizing columns within the Kerika interface to reflect action items for every unique fund raising campaign. This will help you create a custom process for your individual campaigns, that will lead you to have the optimal performance for every event

In this board, you can see how each column is set up to represent different stages of the fundraising process, such as “Fundraising Ideas,” “Planning,” and “Active Campaigns.” With customizable settings, you can easily add, rename, or move columns, ensuring that the workflow adapts to your team’s unique needs.

These columns help streamline progress by clearly indicating where each task stands and what needs to happen next. Whether you’re brainstorming ideas or seeking approvals, organizing tasks by stages ensures that nothing gets stuck or forgotten. 

This flexibility makes it easy to manage shifting priorities and maintain a smooth, efficient flow throughout the campaign.

3. Zoom Out to Scan and Find Tasks Quickly

Get a bird's-eye view of your fundraising campaign with Kerika. This image shows the zoom-out feature, which displays task names only for quick scanning and identification. Easily visualize all stages of your fundraising campaign to quickly spot bottlenecks and ensure everything stays on track, making Kerika an invaluable tool for efficient campaign management

The zoom-out option, shown in the image, hides task details and displays only the task names. This view is ideal for scanning the entire board at a glance and locating specific tasks without scrolling through extensive details. It’s particularly useful when you need a quick overview of what’s happening across multiple stages.

This helps you save time by making it easy to find tasks, check the progress, and identify any pending activities. Whether you’re tracking an approval or verifying the status of a campaign, this simplified view keeps everything accessible and easy to navigate.

4. Manage Team Members and Share Access

The Kerika fundraising task board promotes secure team-based action plans by managing and assigning roles to every team member (such as Board Admin, Team Member, or Visitor) based on the requirements of the action item! Each team member can also have their own set of clear steps that are required for the project. No longer will your team members be confused about what to do

Here you can see the option to invite team members and assign roles such as Board Admin, Team Member, or Visitor. This feature ensures that everyone involved in the fundraising campaign has the right level of access based on their role, whether they are leading the campaign or providing occasional input.

By defining roles clearly, you avoid confusion and maintain control over sensitive information. Board Admins can manage tasks and team permissions, Team Members can collaborate and update progress, and Visitors can view progress without making changes. This structure ensures smooth collaboration and accountability while keeping your campaign secure and well-organized.

5. Use Board Chat for Team-Wide Discussions

Share information to maximize results for team members with Kerika. Kerika's streamlined action plans are much better than email threads that get lost! Keep vital discussions in one centralized location where everyone has access to action plan details and can collaborate effectively

The board chat feature is designed for general discussions that involve the entire team. Unlike task-specific chats, which focus on individual tasks, the board chat allows you to share updates, announcements, or feedback that everyone needs to see.

This feature helps keep general conversations separate from task-related details, reducing confusion and ensuring important updates are easy to find. Whether you’re sharing campaign milestones, addressing team-wide concerns, or brainstorming new ideas, board chat ensures the entire team stays in sync.

6. Share Files and Attachments Across the Whole Team

Enhance teamwork with effective file management within Kerika. Simply generate sharable links, or create shareable online documents with team members. These resources are then attached to your fundraising tasks! By centralizing resources with Kerika, teams spend less time searching and more time collaborating

The board attachment option allows you to upload or link important documents, spreadsheets, presentations, or online resources that are useful for the entire team. This is useful for files are available to everyone and aren’t tied to specific tasks.

This feature ensures that essential documents, such as fundraising plans, donor lists, and campaign reports, are easily accessible to all team members in one place. It eliminates the need to search through different platforms, keeping the team informed and making collaboration smoother.

7. Highlight Tasks with Custom Filters

Stay focused on your fundraising goals with Kerika's customizable task highlighting. This image showcases Kerika's filter options, allowing users to quickly identify tasks based on assignee, status, due date, priority, and tags. Highlight what matters most, eliminate distractions, and drive your fundraising campaign to success with Kerika's powerful filtering capabilities

The highlight option  allows you to quickly locate tasks using custom filters. You can filter by criteria such as assigned team member, task status, due date, priority, and tags. Whether you want to find overdue tasks or those marked as high priority, this feature helps you narrow down exactly what you’re looking for.

This option saves time by eliminating the need to manually search through tasks. Instead, you can instantly highlight items that need immediate attention, helping your team prioritize key tasks, address bottlenecks, and keep the fundraising campaign running smoothly.

8. Manage Board Settings for Full Control

Maintain complete control over your fundraising campaign with Kerika's customizable board settings. This image showcases Kerika's settings menu with tabs for overview, settings, columns, and tags. Efficiently manage team access, track progress, customize workflow stages, and categorize tasks, all in one place

The settings option provides a wide range of customization features that help you tailor the board to your specific fundraising needs. Here’s a closer look at what you can do:

  • Overview: Get a summary of the board’s current status, including the number of completed tasks, overdue items, and upcoming deadlines. This quick snapshot helps you monitor overall progress.
  • Privacy Settings: Control who can access the board by choosing between team-only access, account-wide access, or allowing access via a link.
  • Work-In-Progress (WIP) Limits: Limit the number of tasks allowed in each column to prevent overloading team members and ensure a manageable workload.
  • Tags Management: Create, edit, and organize tags to help categorize and prioritize tasks. Tags such as “Compliance” or “Finalization” allow for easy filtering.
  • Column Settings: Add or adjust columns to match your workflow. This flexibility lets you adapt as the fundraising campaign evolves, ensuring the board always reflects your current needs.
  • Auto-Numbering of Tasks: Enable this option to automatically assign task numbers, making it easier to reference specific tasks during discussions.
  • Export and Archive: Export the board data in Excel format for external reporting or archive the board once the campaign is complete to preserve all progress and discussions.

With the board fully set up and organized, let’s take a closer look at how task cards help you break down complex activities into manageable steps, ensuring that every part of your fundraising campaign moves forward smoothly.

Break Down Tasks Into Manageable Steps

In any fundraising campaign, breaking tasks into smaller, actionable steps is crucial to ensuring smooth execution and preventing important details from slipping through the cracks. 

This demo board showcases how each task is carefully segmented for better collaboration and progress tracking.

Kerika's detailed task cards are great at increasing collaboration and simplifying complex fundraising plans. Assign clear steps while incorporating checklists, resources, and chats. Easily oversee and track action items while ensuring goals are met and productivity flows with Kerika

Here’s how the team uses task cards to break down their work effectively:

  • Details Tab for Comprehensive Task Descriptions: The Details tab stores important information, such as the task’s objective, requirements, and background. This ensures team members have the context they need without repeatedly asking for clarifications.
  • Task Status for Progress Updates: Each task can be assigned a status, like In Progress, Needs Review, or Ready, making it easy to track progress and identify tasks that require attention.
  • Checklist Tab for Subtasks: Large tasks are split into smaller, manageable subtasks using the checklist feature. Each subtask can be checked off as completed, helping teams stay organized and track incremental progress.
  • Due Dates to Meet Deadlines: Due dates ensure that tasks remain on schedule, and visibility into upcoming deadlines allows teams to prioritize tasks and avoid delays.
  • Tags for Easy Categorization: Assigning tags like “Compliance” or “Donor Outreach” helps categorize tasks, making it simple to filter and find related tasks quickly.
  • Chat Tab for Task-Specific Discussions: All task-related discussions are kept in the chat tab, avoiding scattered communication across different platforms and making it easy to reference past conversations.
  • Task Assignments for Clear Ownership: By assigning tasks to specific team members, the board ensures accountability and clarity on who is responsible for each task, eliminating confusion.
  • Attachments Tab for Storing Files: Task-specific documents, donor lists, or event planning files can be attached directly within the task card, saving time otherwise spent searching through shared drives or emails.

By breaking tasks into actionable steps and keeping everything centralized, the team can work efficiently, track progress with ease, and ensure that each phase of the fundraising campaign is executed successfully.

Conclusion: Set Your Fundraising Campaign Up for Success

A well-structured fundraising campaign is about more than just meeting goals; it’s about creating a streamlined process that keeps your team focused, tasks organized, and milestones on track. By implementing the right strategies and using an effective system, you can avoid common pitfalls and maintain momentum throughout the campaign.

Whether you’re managing donor outreach, approvals, or events, having a centralized board with task management features ensures your team can collaborate efficiently, adapt to changes, and achieve your fundraising goals with confidence. With the right approach, your campaign can build lasting connections, secure vital funding, and drive meaningful impact.

Effortlessly Switch Between Projects

Technology

Switching between projects in some tools can feel like a chore. Clicking through endless menus, searching for the right board, and trying to track what’s due can quickly become overwhelming. It’s a process that wastes time and drains your focus.

A better approach simplifies everything. Imagine seamlessly moving between projects, checking what’s due, catching up on updates, or focusing on your assigned tasks – all with just a click. No distractions, no hassle, just a smoother way to stay organized.

Want to see how this can transform your workflow? Let’s break it down step by step.

Seamless Project Switching:

Screenshot showcasing Kerika's seamless project switching capability, designed for effortless navigation. An arrow highlights the 'OPEN BOARDS' button in the top navigation bar, which opens an intuitive dropdown menu. This menu provides instant one-click access to crucial views like 'What's Assigned to Me' and 'What's Due', alongside a clear list of all accessible project boards neatly organized by account. This feature dramatically enhances ease of use, allowing users to instantly jump between different projects, focus areas, or shared team workspaces, streamlining workflow and boosting productivity without getting lost in menus.

Quick Steps to Get Started

  1. Click the Open Boards button in the top menu.
  2. Browse through your boards, neatly grouped by account or sorted into special views.
  3. Pick the board you need, and you’re there – no extra steps, no confusion.

How The Options Work:

  • What’s Assigned to Me: Perfect for zeroing in on your to-dos.
  • What’s Due: Keep track of deadlines and tackle high-priority tasks first.
  • What’s New & Updated: Catch up on recent updates without digging through every board.
  • See Shared Boards at a Glance: Shared boards are grouped by accounts, making it easy to navigate projects shared with you by teammates, clients, or collaborators. 

Why You’ll Love It

  • It Saves You Time: No more hunting around to find the right board. Jump straight into what matters.
  • It Keeps You Focused: With shortcuts like What’s Due, you can prioritize your day without feeling scattered.
  • It Simplifies Your Workflow: Switching between projects is so smooth, it feels effortless and natural.

How It Helps in Real-Life Scenarios

  • Juggling Multiple Teams: If you’re managing different teams, you can easily check their progress by hopping between their boards.
  • Starting Your Day Right: Use What’s Assigned to Me to kick off your day with a clear game plan.
  • Keeping Up with Changes: Need to catch up? Check What’s New & Updated and see all the latest changes at a glance.
  • Effortless Collaboration: Quickly access shared boards for seamless updates and collaboration with clients or other teams.

Wrap-Up

Seamless navigation tools make managing multiple projects and shared boards simple and efficient. Whether you’re tracking deadlines, catching up on updates, or diving into a shared workspace, everything you need stays organized and easily accessible.

Das Wechseln zwischen Projekten kann sich in manchen Tools wie eine lästige Pflicht anfühlen. Das Klicken durch endlose Menüs, die Suche nach dem richtigen Board und der Versuch, den Überblick über die Fälligkeit zu behalten, kann schnell überwältigend werden. Es ist ein Prozess, der Zeit verschwendet und Ihre Konzentration raubt.

Ein besserer Ansatz vereinfacht alles. Stellen Sie sich vor, Sie wechseln nahtlos zwischen Projekten, prüfen Fälligkeiten, informieren sich über Updates oder konzentrieren sich auf Ihre zugewiesenen Aufgaben – alles mit nur einem Klick. Keine Ablenkungen, kein Stress, einfach eine reibungslosere Art, organisiert zu bleiben.

Möchten Sie sehen, wie sich Ihr Workflow dadurch verändern kann? Wir erklären es Ihnen Schritt für Schritt.

Nahtloser Projektwechsel:

Screenshot, der Kerikas nahtlose Projektwechselfunktion für mühelose Navigation zeigt. Ein Pfeil hebt die Schaltfläche „BOARDS ÖFFNEN“ in der oberen Navigationsleiste hervor, die ein intuitives Dropdown-Menü öffnet. Dieses Menü bietet sofortigen Zugriff mit nur einem Klick auf wichtige Ansichten wie „Was ist mir zugewiesen?“ und „Was ist fällig?“ sowie eine übersichtliche Liste aller zugänglichen Projektboards, übersichtlich nach Konto sortiert. Diese Funktion erhöht den Bedienkomfort erheblich und ermöglicht es Nutzern, sofort zwischen verschiedenen Projekten, Schwerpunktbereichen oder gemeinsamen Teamarbeitsbereichen zu wechseln. Das optimiert den Workflow und steigert die Produktivität, ohne sich in Menüs zu verlieren.

Schnelle Schritte zum Einstieg

  1. Klicken Sie auf dasOffene BoardsSchaltfläche im oberen Menü.
  2. Durchsuchen Sie Ihre Boards, übersichtlich nach Konto gruppiert oder in spezielle Ansichten sortiert.
  3. Wählen Sie das Board aus, das Sie benötigen, und schon sind Sie da – keine zusätzlichen Schritte, keine Verwirrung.

So funktionieren die Optionen:

  • Was mir zugewiesen ist: Perfekt, um sich auf Ihre Aufgaben zu konzentrieren.
  • Was ist fällig: Behalten Sie Fristen im Auge und erledigen Sie Aufgaben mit hoher Priorität zuerst.
  • Was ist neu und aktualisiert: Bleiben Sie über die neuesten Updates auf dem Laufenden, ohne jedes Board durchsuchen zu müssen.
  • Gemeinsam genutzte Boards auf einen Blick:Freigegebene Boards sind nach Konten gruppiert, sodass Sie ganz einfach durch Projekte navigieren können, die von Teamkollegen, Kunden oder Mitarbeitern für Sie freigegeben wurden.

Warum Sie es lieben werden

  • Es spart Ihnen Zeit:Keine lange Suche mehr nach dem richtigen Board. Springen Sie direkt zu dem, was wichtig ist.
  • Es hält Sie konzentriert:Mit Verknüpfungen wieWas ist fällig, können Sie Ihren Tag priorisieren, ohne sich zerstreut zu fühlen.
  • Es vereinfacht Ihren Arbeitsablauf:Das Wechseln zwischen Projekten verläuft so reibungslos, dass es sich mühelos und natürlich anfühlt.

Wie es in realen Szenarien hilft

  • Jonglieren mit mehreren Teams:Wenn Sie verschiedene Teams verwalten, können Sie deren Fortschritt einfach überprüfen, indem Sie zwischen ihren Boards wechseln.
  • Beginnen Sie Ihren Tag richtig:Verwenden Was mir zugewiesen istum Ihren Tag mit einem klaren Spielplan zu beginnen.
  • Mit den Änderungen Schritt halten:Müssen Sie aufholen? PrüfenWas ist neu und aktualisiertund sehen Sie alle aktuellen Änderungen auf einen Blick.
  • Mühelose Zusammenarbeit:Greifen Sie schnell auf freigegebene Boards zu, um nahtlose Aktualisierungen und die Zusammenarbeit mit Kunden oder anderen Teams zu ermöglichen.

Zusammenfassung

Nahtlose Navigationstools machen die Verwaltung mehrerer Projekte und freigegebener Boards einfach und effizient. Egal, ob Sie Termine verfolgen, Updates abrufen oder in einen freigegebenen Arbeitsbereich eintauchen – alles, was Sie benötigen, bleibt organisiert und leicht zugänglich.

Elevating Customer Success: A Step-by-Step Guide 

Agile & Scrum, Best Practices, Team Collaboration

In a world where customer satisfaction can make or break a business, the importance of a well-structured and results-driven customer success program is hard to overstate. It’s not just about solving problems when they arise. It’s about anticipating them, guiding customers through their journey, and ensuring they achieve meaningful outcomes. But here’s the challenge: without the right strategy, even the most dedicated teams can fall short.

Imagine a customer success team handling multiple tickets, feature requests, and bug reports while maintaining proactive communication with clients. This balancing act requires more than good intentions. It demands structure, clarity, and tools that bring everything together.

This guide will help you master that balance. Whether you are a growing startup or a seasoned enterprise, we will walk you through a step-by-step approach to elevate your customer success efforts. From managing incoming tickets to improving response times and keeping clients engaged, you will find practical advice to make an impact.

Let’s dive into what it takes to build a customer success program that not only solves issues but also drives lasting outcomes.

See how Kerika elevates customer success with its structured, results-driven Kanban board. This example demonstrates efficient ticket management, proactive communication, and streamlined team collaboration, leading to improved customer satisfaction and retention. Transform your customer success efforts with Kerika's intuitive and scalable platform

Click here to see how this team is utilising this board

Essential Steps To Build a Solid Customer Success Program

Building a robust customer success program involves a structured approach that can be scaled and adapted over time. Here are the essential steps you should follow, backed by industry best practices and studies.

1. Define Clear Objectives and Success Metrics

Start by outlining what you aim to achieve with your customer success program. Are you looking to improve customer retention, increase upsells, or enhance customer satisfaction scores? Setting clear objectives and associated success metrics gives your team precise targets to aim for.

According to a study by HubSpot, companies that define clear success metrics are more likely to achieve positive outcomes in customer retention. Clear objectives and success metrics provide teams with precise targets, improve communication, and enhance customer satisfaction and loyalty.

Watch out for: Setting vague or non-measurable objectives can lead to confusion and lack of direction. Ensure all objectives are SMART (Specific, Measurable, Achievable, Relevant, Time-bound).

2. Develop a Comprehensive Customer Journey Map

Understanding each stage of the customer’s journey is crucial. Map out the typical customer journey from onboarding to renewal, identifying key touchpoints where your team can add value. This mapping should include potential pain points and opportunities to enhance the customer experience. Research from the Customer Experience Professionals Association highlights that journey maps help align cross-functional teams and improve customer-centric decision-making.

Watch out for: Missing out on hidden pain points or failing to update the journey map as products and services evolve can cause misalignment with customer expectations.

3. Implement Proactive Communication Strategies

Proactive communication is key to preempting issues and building trust with customers. Develop communication protocols that ensure your team reaches out to customers at critical moments before issues arise. A survey by Gallup shows that fully engaged customers offer a higher premium in terms of share of wallet, profitability, and revenue compared to the average customer.

Watch out for: Over-communication can overwhelm customers, while too little can make them feel neglected. Find the right balance based on customer preferences and feedback.

4. Train Your Team Regularly 

Continuous training and development are key to keeping your customer success team knowledgeable and effective. Regular training sessions on product updates, customer handling skills, and advanced communication techniques ensure that your team can provide exceptional service and handle complex issues with ease.

Watch out for: Training without practical application or feedback can be ineffective. Make sure training sessions are interactive, allow for role-playing scenarios, and provide feedback to ensure concepts are understood and can be applied.

5. Analyze Feedback and Adjust 

Regularly gather and analyze feedback from customers to understand their needs, expectations, and satisfaction levels. This feedback can guide improvements in products and services and highlight areas where your customer success process could be enhanced.

Watch out for: Feedback should be actionable. It’s not enough to collect data; the insights gained must lead to actionable changes that drive improvements in customer satisfaction and business outcomes.

6. Celebrate Success and Recognize Challenges 

Create a culture that celebrates milestones and acknowledges the challenges faced. Recognizing team efforts and learning from setbacks fosters a positive working environment and encourages continuous improvement.

Watch out for: Ensure that recognition is fair and inclusive. Focusing only on certain achievements or team members can lead to resentment and a decrease in team morale.

7. Leverage the Right Tools 

Utilizing advanced task management tools is pivotal for orchestrating an effective customer success strategy. These tools support the customer success teams by organizing customer interactions, streamlining workflows, and ensuring timely resolutions. With capabilities for real-time updates and collaborative functionalities, these tools facilitate a proactive approach to customer management, enabling teams to adapt swiftly to customer needs and enhance the service experience.

Watch out for: It’s crucial to select tools that are intuitive and cost-effective, offering flexibility without overwhelming your team with complexity or excessive costs. The right tool should seamlessly integrate into your existing processes, enhancing efficiency without disrupting the workflow.

Let’s take a closer look at how the right tools can significantly streamline your customer success efforts. By integrating an effective task management system, you can enhance your team’s ability to manage workflows and respond to customer needs swiftly. This practical insight will help you understand the tangible benefits these tools bring to everyday customer success scenarios.

Using The Right Tools

Lets look into the practical application of task management tools, showcasing how a specific team utilizes such a system to enhance their customer success program.

Optimize your customer success program with the right task management tools. Centralized processes and effective support enhance time and resource efficiency. See how Kerika supports teams by organizing interactions, streamlining workflows, and ensuring timely resolutions with its customizable platform

Check How This Team Executes Their Customer Success Program

In this overview of a well-structured task management board, we see a system designed to optimize customer success outcomes. The board is segmented into various sections such as “New Tickets,” “Feature Requests,” and “Bugs,” each dedicated to tracking and managing specific types of customer interactions.

This structured approach ensures that every customer query or issue is captured and addressed promptly, enhancing response times and overall customer satisfaction.

The team uses the board to maintain a clear overview of ongoing tasks, allowing for efficient management of priorities and resources. For instance, new tickets are quickly assigned to ensure no request is overlooked, while feature requests are meticulously tracked to inform product updates that align with customer needs.

This system not only streamlines the workflow but also facilitates a proactive approach to customer service, laying the groundwork for a detailed exploration of how each element contributes to the team’s success in the subsequent section.

Take a Closer Look at This Customer Success Board

Customize every step of your customer success process with Kerika. This image highlights Kerika's flexible features, such as the ability to add new tasks and customize columns to align with team workflow. Tailor every step from ticket intake to resolution to ensure all actions are accounted for while providing team members with clear visual progress

Check How This Team Executes Their Customer Success Program

1. Creating a Task Card for New Tickets

Efficiently create and manage customer support tickets with Kerika's visual system. The image displays a specific example of a task card related to requesting a 'Team discount?' Track user information, and quickly assign action steps to provide top-quality support

Efficiently managing new customer inquiries begins with the creation of task cards for each new ticket. For example, a card like “Team Discount?” is used to address specific requests, containing essential details such as the customer’s query and contact information. 

This setup allows the team to track and prioritize these inquiries from receipt through to resolution, ensuring timely responses and maintaining high customer satisfaction.

2. Customizing Workflow with Columns

Visualize the best workflow for your customer success agents with Kerika. Quickly streamline their processes by adjusting tasks or organizing the interface. Create a unique work environment to visualize results, track progress, and offer premium service for every customer

Customizing columns in the workflow is crucial for managing customer interactions effectively. By setting up specific columns like “New Tickets” and “Open Tickets,” teams can streamline processes from initial inquiry to resolution. 

This adaptability allows for adding, removing, or rearranging columns to keep the workflow organized and responsive to changing priorities, ensuring efficient handling of customer needs.

3. Zoom Out for Workflow Overview

The Kerika customer success board is organized so no tasks fall through the cracks! This is thanks to the ability to zoom out for a bird's eye view. Easily identify problems and optimize work management. Take advantage of greater visibility with Kerika's visual tracking

By minimizing the task cards to display only their titles, team members can gain a high-level overview of the entire board without getting lost in the details. 

This bird’s-eye view is particularly useful for identifying overall progress, detecting bottlenecks, and ensuring that no area of the board is overloaded with tasks. It allows for rapid assessment and reallocation of resources where necessary, ensuring that the workflow remains balanced and efficient.

4. Managing Team Members on the Board

Kerika provides you with the right tools to assign team roles and responsibilities. See how easy managing the customer success workflow is by assigning each team member as an Admin, Member, or Visitor with designated access and tasks. This will help you avoid confusion while securing data by limiting levels of access to each board for specific team members

Effective team management is crucial for any customer success board. The ability to add team members and assign specific roles such as Board Admin, Team Member, or Visitor ensures everyone understands their responsibilities and accesses only the information necessary for their tasks. 

This feature facilitates streamlined collaboration by defining roles clearly and secures sensitive information by controlling access appropriately. 

For example, team members might be assigned to handle day-to-day tasks while visitors could be restricted to view-only rights, which is ideal for external stakeholders or auditors who require insights without the capability to make changes.

5. Centralized Communication Using Board Chat

Boost team communication with Kerika's integrated board chat. This image shows a team collaborating within Kerika, sharing updates and insights directly on the board. Streamline discussions, improve response times, and keep everyone aligned with Kerika's real-time communication features

This allows these team members to quickly exchange information, offer assistance, or update each other on progress without leaving the platform. It helps in keeping all communications related general board activity within the same workspace, enhancing clarity and reducing the time spent searching for information across multiple channels. 

This centralized approach streamlines interactions and keeps the team aligned on their tasks and objectives.

6. Centralized File Management for Seamless Access

Streamline file management and enhance collaboration with Kerika. This image showcases Kerika's centralized file management, allowing teams to upload, create, and link documents directly to the board. Keep all essential resources organized and easily accessible, boosting productivity and ensuring seamless access for your entire customer success team

The board’s file management system allows team members to upload, create, or link documents directly, supporting various document types like Google Docs and Spreadsheets. Files remain securely stored in your own drive, ensuring easy access and data security. 

This setup eliminates the need for external storage solutions and keeps all necessary materials readily available and safe within the project’s ecosystem.

7. Highlight and Prioritize Critical Tasks

Prioritize critical customer success tasks with Kerika. This image showcases Kerika's highlighting features, allowing users to filter tasks by due date, priority, and assignee. Empower your team to focus on what matters most, improving response times and driving customer satisfaction with Kerika's smart task prioritization

The ability to highlight and prioritize critical tasks within the board is crucial for maintaining operational efficiency. This ensures urgent tasks are easily visible, aiding in efficient management and timely completion.  

For example, tasks can be filtered to show only those that are overdue, marked as high priority, or assigned to a particular team member, making it easier to manage workloads and ensure timely completion of critical activities.

8. Fine-Tuning Board Settings for Optimal Control

Fine-tune your customer success board with Kerika's comprehensive settings. This image illustrates the Settings, Columns, and Tags tabs, allowing users to manage privacy, customize workflow stages, and categorize tasks. Take control of your customer success program with Kerika's flexible board settings for optimal efficiency and security

Adjusting the board settings is crucial for maintaining optimal control over the team’s workflow. By fine-tuning these elements, you can create a highly organized workspace and control who can view the board, implementing work-in-progress limits to manage the flow of tasks effectively, and enabling auto-numbering of tasks for better tracking.

Additionally, the ability to manage board tags and columns allows teams to customize the environment to match their specific processes and needs.

Break Down Customer Tickets Into Manageable Steps

Break down customer tickets into manageable steps with Kerika's task management features. This image showcases a Kerika board with a sample customer support ticket broken down into actionable steps. Assign, track, and manage every detail of each task to ensure a smooth, efficient process that will help your customer success program thrive.

Click here to view this task card

This Customer Success board excels at breaking down customer tickets into actionable and trackable steps, ensuring thorough handling of each customer interaction. Here’s how this structured approach enhances the customer success workflow:

  1. Details Tab for Ticket Descriptions: Each ticket on the board, such as “Team discount?”, includes a Details tab. This provides a comprehensive description of the customer’s issue or request, outlining the necessary actions and objectives. It ensures that all team members understand the scope of the customer’s needs clearly.
  2. Setting Ticket Status for Progress Tracking: The board allows each ticket to be marked with statuses like Ready, In Progress, or Needs Review. This system offers clear visibility on the progress of customer issues, enabling team members to efficiently track and address any delays or complications.
  3. Checklist Tab for Actionable Steps: Complex customer issues are divided into subtasks within the Checklist tab. This method helps in systematically addressing each component of the ticket, ensuring thorough resolution and customer satisfaction.
  4. Due Dates to Maintain Service Levels: Setting deadlines for each ticket ensures that responses and resolutions are timely. This helps the team prioritize their tasks effectively and meet the service level agreements set with customers.
  5. Tags for Easy Categorization: Tickets are tagged with relevant labels such as high priority or common issue, which helps in organizing and prioritizing the workflow. This feature makes it simple to filter and focus on tickets that require immediate attention or fall into specific categories.
  6. Chat Tab for Ticket-Specific Discussions: The Chat tab centralizes all discussions related to a specific ticket, allowing team members to collaborate directly within the context of the issue. This feature streamlines communication and speeds up problem resolution.
  7. Task Assignments for Clear Responsibility: Assigning tickets to specific team members clarifies who is responsible for handling each issue. This clear delineation of tasks prevents overlap and ensures accountability within the team.
  8. Attachments Tab for Relevant Documents: The Attachments tab enables team members to store all pertinent documentation directly with the ticket. This centralized storage of files ensures that all the necessary information is readily available and linked to the corresponding customer issue.

By utilizing these features, the board effectively organizes the handling of customer tickets, enhancing the team’s ability to manage their customer success workflow systematically and efficiently.

Conclusion

The capabilities demonstrated by the Customer Success board show that when technology aligns with strategic workflow management, teams can enhance their efficiency and effectiveness significantly. By breaking down tasks, managing communications, and utilizing advanced features like task prioritization and file management, teams are equipped to provide unparalleled customer service.

Implementing these strategies will not only streamline operations but also elevate the customer experience, fostering loyalty and driving success in today’s competitive environment.

Aðeins stjórnendur stjórnar geta eytt verkefnum varanlega

Uncategorized

Mistök gerast – stundum er hægt að eyða verkefnum fyrir slysni. Þess vegna er nauðsynlegt að hafa vernd til staðar til að tryggja að ekkert mikilvægt glatist að eilífu.

Þegar verkefnum er eytt hverfa þau ekki varanlega; í staðinn eru þeir færðir í eytt dálki á borðinu þínu. Þetta veitir öryggisnet sem gerir kleift að endurskoða verkefni eða endurheimta ef þörf krefur. Hins vegar er möguleikinn á að eyða verkefnum varanlega takmörkuð við stjórnendur stjórnar.

Þessi uppsetning tryggir ábyrgð en viðhalda sveigjanleika. Liðsmenn geta eytt verkefnum vitandi að hægt er að endurheimta þau ef þörf krefur, en varanleg fjarlæging krefst eftirlits stjórnanda, sem heldur verkefnastjórnun öruggri og yfirveguðum.

Við skulum taka upp hvernig þetta virkar allt:

Hvernig það virkar

Skjáskot sem sýnir öruggt eyðingarferli Kerika. Það sýnir verkefnisstjórn með sérstökum dálki „Eydd“ sem inniheldur verkefni eins og „Drög að verkefnatillögu“. Einstök eydd verkefni eru með auðnotaðan „Endurheimta“ hnapp, sem gerir öllum liðsmönnum kleift að endurheimta hluti fljótt. Mikilvægast er að myndin undirstrikar að aðeins stjórnendur stjórnar, auðkenndir á teymislistanum, geta fengið aðgang að valkostinum 'Eyða verkefnum varanlega' úr aðgerðavalmynd dálksins. Þetta sýnir ígrundaða hönnun Kerika, veitir öryggisnet gegn eyðingu fyrir slysni á meðan það tryggir stjórnaða, ábyrga varanlega fjarlægingu, eykur sjálfstraust teymisins og vinnuflæðisöryggi.

Smelltu hér til að athuga hvernig þessi verkefnastjórn virkar

1. Rusluð spil Vertu í Dálki eytt

Þegar verkefni er eytt er það ekki horfið að eilífu. Þess í stað er það flutt til Dálki eytt, þar sem það dvelur þar til frekari ráðstafanir eru gerðar.

  • Endurheimtu verkefni hvenær sem er: Allir í stjórninni geta endurheimt eydd verkefni úr þessum dálki ef þeir átta sig á mistökum.
  • Enginn þrýstingur: Þú þarft ekki að hafa áhyggjur af smellum fyrir slysni eða skyndiákvörðunum – allt er enn hægt að endurheimta.

2. Aðeins stjórnendur stjórnar geta eytt varanlega

Þegar það er kominn tími til að hreinsa upp Eydda dálkinn fyrir fullt og allt, þá er aðeins Stjórnendur stjórnar getur stigið inn til að fjarlægja verkefni varanlega.

  • Bætt við vernd: Með því að takmarka þessa heimild við stjórnendur geturðu tryggt að engu verki sé eytt varanlega án vandlegrar íhugunar.
  • Skýr ábyrgð: Þessi eiginleiki bætir við stjórnlagi og tryggir að mikilvæg verkefni glatist ekki vegna óviljandi aðgerða.

Hvers vegna þetta skiptir máli

  1. Forðastu að missa mikilvæga vinnu

    Eydd dálki virkar sem öryggisnet, sem gerir liðsmönnum kleift að eyða verkefnum án þess að óttast að missa þau varanlega. Verkefni eru endurheimtanleg þar til stjórnandi stjórnar ákveður annað, sem býður upp á bæði sveigjanleika og öryggi.
  2. Halda stjórn

    Stjórnendur stjórna hafa vald til að hafa umsjón með varanlegum eyðingu og tryggja að aðeins óþarfa eða tvítekin verkefni séu fjarlægð. Þessi uppbygging hjálpar til við að viðhalda skýrleika og halda verkefnum vel skipulögðum.
  3. Stuðla að ábyrgð

    Takmörkun á varanlegum eyðingarrétti hvetur teymi til að stjórna verkefnum vandlega, draga úr villum og stuðla að áreiðanlegu, gagnsæju kerfi. Þessi nálgun eykur traust og ábyrgð á öllum sviðum.

Niðurstaða

Eydd verkefni eru endurheimtanleg þar til stjórnandi stjórnar grípur til aðgerða og tryggir öryggi, ábyrgð og eftirlit. Þessi nálgun kemur í veg fyrir slysatap og heldur vinnuflæðinu þínu öruggu og skipulögðu.

Samo administratori odbora mogu trajno izbrisati zadatke

Uncategorized

Greške se dešavaju – zadaci se ponekad mogu slučajno izbrisati. Zato je neophodna zaštita da ništa važno nije izgubljeno zauvijek.

Kada se zadaci izbrišu, oni ne nestaju trajno; umjesto toga, oni se premještaju u izbrisanu kolonu vaše ploče. Ovo pruža sigurnosnu mrežu, omogućavajući da se zadaci pregledaju ili vrate ako je potrebno. Međutim, mogućnost trajnog brisanja zadataka ograničena je na administratore odbora.

Ova postavka osigurava odgovornost uz zadržavanje fleksibilnosti. Članovi tima mogu brisati zadatke znajući da se mogu oporaviti ako je potrebno, ali trajno uklanjanje zahtijeva nadzor administratora, održavajući upravljanje zadacima sigurnim i namjernim.

Hajde da raspakujemo kako sve funkcioniše:

Kako radi

Snimak ekrana koji ilustruje Kerikin siguran proces brisanja zadataka. Prikazuje projektnu ploču s posebnom kolonom 'Izbrisano' koja sadrži zadatke poput 'Nacrt prijedloga projekta'. Pojedinačni izbrisani zadaci imaju dugme 'Vrati' koje se lako koristi, omogućavajući svakom članu tima da brzo oporavi stavke. Ono što je najvažnije, slika naglašava da samo administratori odbora, identifikovani na listi timova, mogu pristupiti opciji 'Trajno izbriši zadatke' iz menija radnji kolone. Ovo demonstrira Kerikin promišljen dizajn, pružajući zaštitnu mrežu protiv slučajnog brisanja, istovremeno osiguravajući kontrolirano, odgovorno trajno uklanjanje, povećavajući povjerenje tima i sigurnost toka posla.

Kliknite ovdje da provjerite kako funkcionira ovaj odbor za upravljanje projektom

1. Otpadne kartice Ostanite u Izbrisana kolona

Kada se zadatak izbriše, on nije nestao zauvijek. Umjesto toga, premješten je na Izbrisana kolona, gdje ostaje dok se ne preduzmu daljnje radnje.

  • Oporavak zadataka bilo kada: Svako na forumu može vratiti izbrisane zadatke iz ove kolone ako shvate da je napravljena greška.
  • Nema pritiska: Ne morate brinuti o slučajnim klikovima ili ishitrenim odlukama – sve ostaje nadoknadivo.

2. Samo administratori odbora mogu trajno brisati

Kada dođe vrijeme da zauvek očistite izbrisanu kolonu, samo Board Admins može uskočiti da trajno ukloni zadatke.

  • Dodatna zaštita: Ograničavanjem ovog ovlaštenja na administratore, možete osigurati da nijedan zadatak nije trajno izbrisan bez pažljivog razmatranja.
  • Jasna odgovornost: Ova funkcija dodaje sloj kontrole, osiguravajući da se kritični zadaci ne izgube zbog nenamjernih radnji.

Zašto je ovo važno

  1. Izbjegnite gubitak važnog posla

    Izbrisana kolona djeluje kao sigurnosna mreža, omogućavajući članovima tima da brišu zadatke bez straha da će ih trajno izgubiti. Zadaci ostaju povratni dok administrator odbora ne odluči drugačije, nudeći i fleksibilnost i sigurnost.
  2. Održavaj kontrolu

    Administratori odbora imaju ovlaštenje da nadgledaju trajna brisanja, osiguravajući da se uklone samo nepotrebni ili duplirani zadaci. Ova struktura pomaže u održavanju jasnoće i održava projekte dobro organiziranim.
  3. Promovirajte odgovornost

    Ograničavanje prava na trajno brisanje potiče timove da pažljivo upravljaju zadacima, smanjujući greške i promovirajući pouzdan, transparentan sistem. Ovaj pristup njeguje povjerenje i odgovornost u cijelom svijetu.

Zaključak

Izbrisani zadaci se mogu oporaviti dok administrator odbora ne preduzme akciju, osiguravajući sigurnost, odgovornost i kontrolu. Ovaj pristup sprečava slučajne gubitke i održava vaš radni tok sigurnim i organizovanim.

Samo administratori ploče mogu trajno izbrisati zadatke

Uncategorized

Pogreške se događaju – zadaci se ponekad mogu slučajno izbrisati. Zato je ključno imati sigurnosne mjere kako bi se osiguralo da se ništa važno ne izgubi zauvijek.

Kada se zadaci izbrišu, oni ne nestaju trajno; umjesto toga, oni se premještaju u Izbrisani stupac vaše ploče. To pruža sigurnosnu mrežu, dopuštajući pregled ili vraćanje zadataka ako je potrebno. Međutim, mogućnost trajnog brisanja zadataka ograničena je na administratore odbora.

Ova postavka osigurava odgovornost uz zadržavanje fleksibilnosti. Članovi tima mogu brisati zadatke znajući da se mogu oporaviti ako je potrebno, ali za trajno uklanjanje potreban je nadzor administratora, čime se upravljanje zadacima održava sigurnim i promišljenim.

Raspakirajmo kako sve to funkcionira:

Kako to radi

Snimka zaslona koja ilustrira Kerikin postupak sigurnog brisanja zadataka. Prikazuje ploču projekta s posebnim stupcem "Izbrisano" koji sadrži zadatke poput "Nacrt prijedloga projekta". Pojedinačni izbrisani zadaci imaju gumb 'Vrati' jednostavan za korištenje, koji svakom članu tima omogućuje brzo vraćanje stavki. Ono što je ključno, slika naglašava da samo administratori odbora, identificirani na popisu timova, mogu pristupiti opciji 'Trajno izbriši zadatke' iz izbornika radnji u stupcu. Ovo pokazuje Kerikin promišljeni dizajn, pružajući sigurnosnu mrežu protiv slučajnog brisanja, istovremeno osiguravajući kontrolirano, odgovorno trajno uklanjanje, jačajući povjerenje tima i sigurnost tijeka rada.

Kliknite ovdje da biste provjerili kako radi ovaj odbor za upravljanje projektima

1. Bačene kartice Ostani u Izbrisan stupac

Kada se zadatak izbriše, nije zauvijek nestao. Umjesto toga, premješteno je u Izbrisan stupac, gdje ostaje do poduzimanja daljnjih radnji.

  • Oporavak zadataka bilo kada: Svatko na ploči može vratiti izbrisane zadatke iz ovog stupca ako shvati da je napravljena pogreška.
  • Bez pritiska: Ne morate brinuti o slučajnim klikovima ili ishitrenim odlukama – sve ostaje nadoknadivo.

2. Samo administratori odbora mogu trajno izbrisati

Kada dođe vrijeme da zauvijek očistite Izbrisani stupac, samo Administratori odbora može uskočiti i trajno ukloniti zadatke.

  • Dodana zaštita: Ograničavanjem ove ovlasti na administratore, možete osigurati da nijedan zadatak nije trajno izbrisan bez pažljivog razmatranja.
  • Jasna odgovornost: Ova značajka dodaje sloj kontrole, osiguravajući da se kritični zadaci ne izgube zbog nenamjernih radnji.

Zašto je ovo važno

  1. Izbjegnite gubitak važnog posla

    Stupac Izbrisano djeluje kao sigurnosna mreža, omogućujući članovima tima da izbrišu zadatke bez straha da će ih trajno izgubiti. Zadaci se mogu povratiti sve dok administrator ploče ne odluči drugačije, nudeći i fleksibilnost i sigurnost.
  2. Održavanje kontrole

    Administratori foruma imaju ovlasti nadgledati trajna brisanja, osiguravajući da se uklone samo nepotrebni ili duplicirani zadaci. Ova struktura pomaže u održavanju jasnoće i održava projekte dobro organiziranima.
  3. Promovirajte odgovornost

    Ograničavanje prava na trajno brisanje potiče timove da pažljivo upravljaju zadacima, smanjujući pogreške i promičući pouzdan, transparentan sustav. Ovakav pristup njeguje povjerenje i odgovornost na svim stranama.

Zaključak

Izbrisani zadaci mogu se oporaviti sve dok administrator ploče ne poduzme akciju, osiguravajući sigurnost, odgovornost i kontrolu. Ovaj pristup sprječava slučajne gubitke i održava vaš tijek rada sigurnim i organiziranim.