We have added an exciting new feature: if you were previously using Trello, you can import that data, completely, into Kerika!
We have been testing this as a convenience feature and based upon positive feedback we have expanded this for everyone.
New users will be offered this as an option when they set up their Kerika accounts:
All users will have this option whenever they want to create a new Kerika board:
We built this feature because we have heard from many people switched over from Trello and really liked Kerika’s user experience, features, and support. In the past they had to manually recreate their work inside Trello; now that’s all automated!
Everything is handled nicely: your Trello cards, lists, people, task details, etc. come over. Once you are done, a single click can then send out invitations to all your old Trello colleagues to join you in Kerika.
An Account Owners can now designate other members of their Account Team to be Account Admins, which will allow these people to also manage the subscriptions and membership of that account. This can help where the actual ownership of the Kerika account is someone from outside the user community, like a purchasing department.
Managing Account Admins can be done from the Manage Account screen, by the Account Owner:
Once you are in the Manage Users screen, select one of the Team Members on the account:
In the Team Member details dialog, select TAKE ACTION:
And select Make this user an Account Admin:
There’s a confirmation step, since Account Admins have tremendous power over the Account:
And your new Account Admin is set up:
An Account Admin can set up other Team Members from that Account to also be Account Admins.
Account Admins have a lot of power over the Account; they can:
With our latest update we have made it easy for you to ensure that someone on a board team always sees your chat message, even if they are not assigned to that card.
The old rule was that everyone who is currently assigned to a card would get new chat pushed to them as emails. Now, you can make sure someone gets that email notification right away, even if they aren’t assigned to a particular card:
Using this feature is simple: just type the letter “@” anywhere in your chat message and Kerika offers all the matching suggestions:
“@All” lets you push your chat to every Board Admin and Team Member — something you should do only rarely to avoid annoying people!
Try this feature and let us know if we can improve it.
Here’s a simple template that you can use to plan your work week: for yourself, and the team.
How to use this template:
As tasks land on your desk through the day, add them as separate items (cards) in the left-most To Do column.
At least once a day make sure everything in the To Do column is sorted by priority, with the most important items on the top of the column.
Every Monday plan out your week by dragging tasks from the To Do column to one of the days of the week (Monday, Tuesday, etc.)
When you plan your week, consider any deadlines for your tasks. Not all tasks will have firm deadlines, but if they do, you should open the task and set a due date.
Click on your face/avatar in the top-right corner of the app and use the Sync Calendar option to make sure your due dates from Kerika also show up in whatever calendar you use: Apple, Microsoft or Google. This needs to be done only once: after you connect your personal calendar with your Kerika account, any changes in due dates that you make in Kerika will automatically show in your calendar as well.
Consider whether this is a personal calendar or a team calendar: if you want to plan out the week for an entire team, add them as Team Members to this board by clicking on the Board Team button. This is a great way to keep an entire team in sync.
If you are using this as a team board, when you pick up tasks one by one make sure you set the status of each to In Progress, or whatever is relevant. This makes it easy for everyone on the team to know what’s happening, which is especially important in these days of remote work.
When a task completes, mark it as Done! If you decide that a task doesn’t make sense anymore (maybe it is no longer needed?) you can move it to the Trash.
At the end of the week, hopefully, everything in the Monday through Friday columns will be moved to Done.
At the beginning of the next week, you can repeat the process: pull items from the To Do column into the other columns as you plan your next week.
New tasks will, of course, show in the middle of the week: the best thing to do is add them to the To Do column unless they are urgent; this will help you and your team not get disrupted too often during the middle of the week.
Try this template and see if your workweek gets less hectic.
Folks are changing jobs at a faster pace right now than we have ever seen, and while some people are highly organized and proficient at job searching, others can do with a little help, and that’s what we had in mind with this template.
Check it out and let us know if we can improve it!
You can use this advance your marketing goals using Facebook, Instagram, and Twitter.
This template comes with a bunch of useful resources, like this card on listing your Call-To-Actions (CTAs):
We have also provided sample task cards for managing your posts, like this one for posting on Facebook:
This task, like the others, also comes complete with a checklist of subtasks so you don’t miss anything:
These sample task cards can be easily duplicated as you move through your social media content strategy.
Check out this template and let us know what you think!
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