Personalize Your Experience: Customizing Preferences

Your workspace should work for you, not the other way around. Customization options allow you to tailor everything from background colors to notifications and whiteboard tools, helping you stay organized and productive.

To start personalizing your workspace, you’ll need to access the Preference Settings in your account. Here’s how:

  1. Click on your Profile Icon in the top-right corner of the screen.
  2. Select My Preferences from the dropdown menu.
Screenshot showing how easily users can access their personal settings in Kerika. An arrow points from the user's profile icon in the top-right corner to the dropdown menu, highlighting the 'My Preferences' option. This intuitive navigation makes it simple for users to begin customizing their workspace for a more productive and personalized experience.

These settings let you create an experience that fits your unique work style. Now that you know how to access the settings, let us guide you step by step how you can use each customization option.

How It Works: Adjusting Preferences

Preferences are typically grouped into three main categories: General, Notifications, and Whiteboard. Each section provides straightforward options designed to enhance your workflow and optimize your experience.

Here’s a closer look at how these settings work:

General Settings: Make Your Workspace Yours

Screenshot of Kerika's 'General' preferences tab, demonstrating how users can tailor their visual workspace. Options shown include selecting a custom 'Background Color' from a palette and toggling 'Use Tags for Task Boards'. These settings allow users to create a visually comfortable environment and streamline task organization by enabling tags by default, showcasing Kerika's flexibility in adapting to individual work styles.
  1. Background Color:

    Choose a background color that’s easy on your eyes and suits your style

    ● Pick from a variety of options to make your workspace visually appealing.
  2. Use Tags for Task Boards

    ● Enable this feature to automatically include tags on new task boards and templates you create.

    ● Helps you stay organized and categorize tasks effortlessly.

The Benefits:

Customizing the visual aspects of your workspace makes it feel more intuitive and less cluttered, helping you stay focused.

Notifications: Stay in the Loop Without Overloading

Screenshot displaying Kerika's granular 'Notifications' preferences. Users can easily toggle email notifications for chat, board admin activities (like task additions or completions), and opt-in for a daily task reminder summary. This level of control empowers users to stay informed about crucial collaboration updates without suffering notification overload, ensuring they receive only the information relevant to their workflow.
  1. Chat Notifications

    ● Get emails when there’s board-level chat or when someone chats on a task you’re involved in.
  2. Activity Updates for Admins

    ● Receive notifications when new tasks are added, completed, or reassigned on boards you administer.
  3. Daily Task Reminders

    ● Opt for a daily email summary sent at 6 AM, showing overdue tasks and those due this week or next.

    ● Group tasks by date or board for easy tracking.

The Benefits:

With flexible notifications, you can stay informed about what matters most without getting bombarded by unnecessary updates.

Whiteboard Settings: Streamline Your Creative Process

Screenshot of Kerika's 'Whiteboard' preferences, enabling users to streamline their creative process. Options allow setting defaults for 'Lines and Shapes' (style, thickness, color), 'Text on Canvases' (font, size, color), and enabling 'Grid on Canvas' with custom sizing. This customizability ensures consistency and professionalism in visual collaboration, allowing teams to set up their whiteboards to perfectly match their planning or brainstorming workflows.
  1. Lines and Shapes

    ● Set default line styles, thickness, and colors to create clean, consistent visuals.
  2. Text on Canvases

    ● Choose your preferred font style, size, and color for a polished look.
  3. Grid Options

    ● Enable snapping to grid and set the grid size to keep your designs aligned and professional.

The Benefits:

These settings make whiteboards perfect for brainstorming, planning, or designing, ensuring your work looks great and stays organized.

Wrap Up

Whether it’s adjusting visual elements, tailoring notifications, or streamlining creative tools, these options are designed to enhance your productivity and keep your work environment organized. Taking a few moments to personalize your settings can lead to a more efficient and enjoyable experience every day.

What DeepSeek thinks Kerika is…

Kerika is a project management and collaboration software designed to help teams work together more efficiently. It offers a range of tools to manage tasks, projects, and workflows, particularly for distributed teams. Key features of Kerika include:

  1. Task Management: Create, assign, and track tasks with due dates, priorities, and status updates.
  2. Visual Boards: Use Kanban boards, whiteboards, and flowcharts to visualize workflows and project progress.
  3. Collaboration: Real-time collaboration allows team members to work together on documents, share feedback, and communicate within the platform.
  4. Integration: Kerika integrates with tools like Google Drive, Box, and Slack, making it easier to manage files and communications in one place.
  5. Access Control: Set permissions to control who can view or edit specific projects or tasks.
  6. Mobile Access: Kerika offers mobile apps for iOS and Android, enabling users to stay connected and manage tasks on the go.

Kerika is particularly popular among teams that require a high level of collaboration and transparency, such as remote teams, consultants, and organizations with complex workflows. Its user-friendly interface and focus on visual project management make it a versatile tool for various industries.

Note: the part about integrating with Slack is not true. At least, not yet.

What ChatGPT thinks Kerika is…

Kerika is a project management and collaboration software designed to help teams work together more efficiently. It offers a range of tools to manage tasks, projects, and workflows, particularly for distributed teams. Key features of Kerika include:

  1. Task Management: Create, assign, and track tasks with due dates, priorities, and status updates.
  2. Visual Boards: Use Kanban boards, whiteboards, and flowcharts to visualize workflows and project progress.
  3. Collaboration: Real-time collaboration allows team members to work together on documents, share feedback, and communicate within the platform.
  4. Integration: Kerika integrates with tools like Google Drive, Box, and Slack, making it easier to manage files and communications in one place.
  5. Access Control: Set permissions to control who can view or edit specific projects or tasks.
  6. Mobile Access: Kerika offers mobile apps for iOS and Android, enabling users to stay connected and manage tasks on the go.

Kerika is particularly popular among teams that require a high level of collaboration and transparency, such as remote teams, consultants, and organizations with complex workflows. Its user-friendly interface and focus on visual project management make it a versatile tool for various industries.

Note: the part about integrating with Slack is not true. At least, not yet.

Sokongan untuk 135 mata wang

Sebagai sebahagian daripada usaha berterusan kami untuk memastikan Kerika mudah digunakan dan dibeli dari mana-mana sahaja di dunia, sistem harga baru kami membolehkan pelanggan untuk membayar dalam mana-mana mata wang berikut:

USD – Dolar Amerika Syarikat
AED – Dirham Emiriah Arab Bersatu
AFN – Afghani Afghanistan
ALL – Lek Albania
AMD – Dram Armenia
ANG – Gulden Antillen Belanda
AOA – Kwanza Angola
ARS – Peso Argentina
AUD – Dolar Australia
AWG – Florin Aruba
AZN – Manat Azerbaijan
BAM – Mark Konvertibel Bosnia dan Herzegovina
BBD – Dolar Barbados
BDT – Taka Bangladesh
BGN – Lev Bulgaria
BIF – Franc Burundi
BMD – Dolar Bermuda
BND – Dolar Brunei
BOB – Boliviano Bolivia
BRL – Real Brazil
BSD – Dolar Bahamas
BWP – Pula Botswana
BYN – Rubel Belarus
BZD – Dolar Belize
CAD – Dolar Kanada
CDF – Franc Congo
CHF – Franc Switzerland
CLP – Peso Chile
CNY – Yuan China
COP – Peso Colombia
CRC – Colón Costa Rica
CVE – Escudo Cape Verde
CZK – Koruna Czech
DJF – Franc Djibouti
DKK – Krone Denmark
DOP – Peso Dominican
DZD – Dinar Algeria
EGP – Pound Mesir
ETB – Birr Ethiopia
EUR – Euro
FJD – Dolar Fiji
FKP – Pound Kepulauan Falkland
GBP – Pound Sterling British
GEL – Lari Georgia
GIP – Pound Gibraltar
GMD – Dalasi Gambia
GNF – Franc Guinea
GTQ – Quetzal Guatemala
GYD – Dolar Guyana
HKD – Dolar Hong Kong
HNL – Lempira Honduras
HTG – Gourde Haiti
HUF – Forint Hungary
IDR – Rupiah Indonesia
ILS – Shekel Baru Israel
INR – Rupee India
ISK – Króna Iceland
JMD – Dolar Jamaica
JPY – Yen Jepun
KES – Shilling Kenya
KGS – Som Kyrgyzstan
KHR – Riel Kemboja
KMF – Franc Komoro
KRW – Won Korea Selatan
KYD – Dolar Kepulauan Cayman
KZT – Tenge Kazakhstan
LAK – Kip Laos
LBP – Pound Lubnan
LKR – Rupee Sri Lanka
LRD – Dolar Liberia
LSL – Loti Lesotho
MAD – Dirham Maghribi
MDL – Leu Moldova
MGA – Ariary Madagascar
MKD – Denar Macedonia
MMK – Kyat Myanmar
MNT – Tögrög Mongolia
MOP – Pataca Macau
MUR – Rupee Mauritius
MVR – Rufiyaa Maldives
MWK – Kwacha Malawi
MXN – Peso Mexico
MYR – Ringgit Malaysia
MZN – Metical Mozambique
NAD – Dolar Namibia
NGN – Naira Nigeria
NIO – Córdoba Nicaragua
NOK – Krone Norway
NPR – Rupee Nepal
NZD – Dolar New Zealand
PAB – Balboa Panama
PEN – Sol Peru
PGK – Kina Papua New Guinea
PHP – Peso Filipina
PKR – Rupee Pakistan
PLN – Złoty Poland
PYG – Guaraní Paraguay
QAR – Riyal Qatar
RON – Leu Romania
RSD – Dinar Serbia
RUB – Rubel Rusia
RWF – Franc Rwanda
SAR – Riyal Arab Saudi
SBD – Dolar Kepulauan Solomon
SCR – Rupee Seychelles
SEK – Krona Sweden
SGD – Dolar Singapura
SHP – Pound Saint Helena
SLE – Leone Sierra Leone
SOS – Shilling Somalia
SRD – Dolar Surinam
STD – Dobra São Tomé dan Príncipe (sebelum 2018, digantikan dengan STN)
SZL – Lilangeni Eswatini
THB – Baht Thailand
TJS – Somoni Tajikistan
TOP – Paʻanga Tonga
TRY – Lira Turki
TTD – Dolar Trinidad dan Tobago
TWD – Dolar Taiwan Baru
TZS – Shilling Tanzania
UAH – Hryvnia Ukraine
UGX – Shilling Uganda
UYU – Peso Uruguay
UZS – Soʻm Uzbekistan
VND – Đồng Vietnam
VUV – Vatu Vanuatu
WST – Tala Samoa
XAF – Franc CFA Afrika Tengah
XCD – Dolar Caribbean Timur
XOF – Franc CFA Afrika Barat
XPF – Franc CFP (digunakan di wilayah Pasifik Perancis)
YER – Rial Yemen
ZAR – Rand Afrika Selatan
ZMW – Kwacha Zambia

Jika negara anda tidak disenaraikan di atas, kaedah pembayaran lalai adalah dalam USD – Dolar Amerika Syarikat.

How we are using AI

At Kerika we have been experimenting with using AI for software development for some time now: Microsoft’s Copilot has been used by our developers to help with their coding, and it has definitely proven helpful. We are now adding AI to some of parts of our user interface.

Using AI help build a new board

When you want to start a new Kerika Task Board, you will see that there’s a new option for GET HELP FROM AI:

Screenshot showing the GET HELP FROM AI button in the Start New Board dialog
AI Helper in Start New Board

Clicking on this button brings up a dialog where you can tell our AI what you want your new board to do:

Screenshot showing dialog that lets user specify what the new board should do.
How you can specify what the new board should do

It’s very important to provide as much detail as possible! The more you tell about Kerika’s AI about what you want your board to do, the better it can help. Some suggestions for what you should tell the AI:

Do you need a board for something short-term (3-6 months), something for a longer period, or for ongoing work without an end-date?

Will you be working by yourself, or with others?

What challenges are you trying to solve with Kerika: missed deadlines, poor communication, lack of visibility, etc.?

What’s not working well with the tools that you have been using before?

Are there any specific features of Kerika that you are interested in trying, like due dates, task assignments, file attachments, comments/discussions?

Using AI takes some time, typically 1-2 minutes to build your board. You can do other things with Kerika in the meantime; you will be notified when your board is ready. You can also cancel your request if you change your mind.

Using AI to help build a new template

Similarly, you now have the option of getting help from Kerika’s AI in making new templates:

Screenshot showing the GET HELP FROM AI option making a new template.

If you choose to get help from AI, you are asked to provide details about what your new template should do, and how it will be used:

Screenshot showing the input the user is asked to provide to get help from AI in making a new template.

With templates there’s a little more detail that we ask for, and as with using AI to create new boards, the amount and quality of the instructions you provide to Kerika’s AI will make a big difference to how well the AI can help you make a new template.

Making a Board similar to a Sample Board

This last one is for new users only: when people sign up as Kerika, they are given the option of browsing our many sample boards (which are organized by job function) so they can get an idea of what Kerika can do before they start their first board.

Ever since we build our sample boards we have observed that they are very popular, and that people would make copies of them to either play with, or use as a basis for building their own boards.

Making a copy to play with is fine, but making a copy to create a starting point for your new board is not very effective.

To make it easy for people to handle both needs, we now include a MAKE A BOARD LIKE THIS button that’s shown whenever a new user is viewing a sample board.

Screenshot showing the MAKE A BOARD LIKE THIS button that's shown when a new user is viewing a sample board
The MAKE A BOARD LIKE THIS option shown to new users when they are viewing a sample board.

Clicking on this button brings up a dialog where the new user is asked what they would like to do with their version of this sample board:

Screenshot showing the dialog that let's a new user tell Kerika's AI what the new board should look like.
Make a board like this

If all you need is a copy, just tell that to the AI: “Make a copy of this board”. But if you want a version of the board that’s personalized to your needs, make sure you give plenty of input to the AI!

Hiding and showing columns

If you are working on a Task Board, the Board Settings dialog’s Column tab can now let you hide or show columns.

To use this feature, open the Board Settings dialog by clicking on the gear button that appears on the top-right corner when you are viewing a Task Board, and then switching to the COLUMNS tab.

When you hover over any column in the list an options button (three dots) will appear:

Screenshot showing the options button that appears when user hovers over a column in the Columns tab of the Board Settings dialog.

Click on that and you will see the Actions menu.:

Screenshot showing the Columns tab of Board Settings dialog for Task Boards.  Clicking on any column will show an Actions menu, including the Hide/Show Column option.
The Columns tab of Board Settings dialog for Task Boards

This makes it easier to manage boards with large numbers of columns.

Deadlines Made Easy: How To Set Due Dates

Deadlines are the invisible threads that tie projects together, ensuring that tasks are completed on time and teams stay aligned. Whether you’re working on a single task or breaking down a project into smaller, actionable steps, clear due dates make all the difference.

How to Set and Manage Due Dates

This Kerika task card shows how incredibly easy it is to set due dates. With a simple click on the "Due" button, you can access the calendar and assign deadlines, ensuring everyone stays on track and projects move forward smoothly.

Click here to check out the board

Efficient deadline management starts with the ability to set due dates on tasks and their components. Here’s how it works:

  1. Set Due Dates on Task Cards
    • Open the task card you’re working on.
    • Click the “Due” button to access the calendar view.
    • Select a due date or adjust existing ones as needed.

This ensures the task is anchored within the project timeline and keeps everyone updated.

  1. Break Down Bigger Tasks with Checklists
    • Use the Checklist feature to divide a large task into smaller, more manageable items.
    • Each checklist item can have its own due date, making it easy to track progress at a granular level.
    • Assign specific checklist items to different teammates, clarifying individual roles while staying within the context of the larger task.

Best Practices for Deadline Management

  • Be Specific: Avoid vague timelines, set exact dates to avoid confusion.
  • Prioritize Realistically: Balance workloads by assigning due dates that reflect the complexity of tasks.
  • Regularly Review: Update deadlines as project scopes evolve to maintain realistic expectations.

Conclusion

Integrating due dates into task management, whether for full tasks or individual checklist items, helps teams maintain clarity, focus, and productivity. By thoughtfully setting and managing deadlines, you create a workflow that adapts to your team’s needs while ensuring that nothing falls through the cracks.