Some of our India team on a recent visit to a waterpark
All posts by Kerika
Account Admins: a new Kerika Feature
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: hover over the name and a MANAGE USER button will appear:
In the Team Member details dialog, click on TAKE ACTION:
And select Make this user an Account Admin:
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:
- Access any board
- Add people to, or remove from, any board
- Change people’s roles on any board
- Add people to the Account and buy subscriptions
- Change the subscription plan
So be careful who you add as an Account Admin!
A change to our Privacy Policy
We have updated our Privacy Policy because we have decided to use Microsoft Clarity, at least on an experimental basis, to understand better how visitors navigate our website.
Microsoft Clarity uses cookies (see here for more details), and you can reject or block them if you want; it won’t affect your use of the website or the app.
We have a lot of different website pages, but we still need a better understanding of how people actually view them, and which parts seem to be most important to our users.
Google Analytics provides some of that information, but not enough, and it looks like Microsoft Clarity will help us optimize our website content.
Let us know if you have any questions or concerns.
How to manage your Podcast Workflow
For our users who need to organize a podcast workflow we have a handy new template:
As with other marketing templates we have been building recently, this template comes with useful resources and checklists to make sure you don’t miss anything.
Check out this template and let us know if we can improve it!
How to Manage a Product Announcement
We have a new template that is a very comprehensive checklist of all the activities that a product marketing manager needs to consider, when launching a new product:
The tasks are grouped into stages, represented by columns:
- Pre-Launch Prep: this includes tasks like finalizing the product name and starting outreach to media and analysts.
- Creating Internal Prep Documents: tasks in this include creating a competitive analysis and jobs-to-be-done matrix.
- Creating Internal Content: demo materials, talking points for sales team.
- Creating External Content: prepping (but not launching!) the product video, website landing pages, etc.
- Pre-launch Internal Training & Communications: training the sales and customer support teams.
- Launch Day Execution: the big day! Pushing all the materials you had prepared to production.
To give credit where credit is due, this template is inspired by a blog post by Chris Orlob.
Check out this template and let us know how we can improve it!
How to plan a Virtual Marketing Event
Marketing events look like they will be virtual, rather than in-person, for a very long time, and to help our users we have a template that can set you up in just seconds with a complete Task Board:
This is a more elaborate template, with over 20 separate cards organized into a smooth workflow: Pre-Planning → Launch Preparation → Promotions → Operations.
Each card, representing a significant task, comes with helpful resources (as attachments) and detailed subtasks. Here’s an example:
We have been preparing a number of templates for our users. Most recently we have been focusing on our Marketing and Nonprofit users, but we will also be launching templates for many more jobs, to reflect the broad spread of our users around the world.
Check out the template and let us know if we can improve it!
How to manage your YouTube video production
For folks that need to manage production of YouTube videos, we have a helpful template that will set up your Task Board in minutes:
The workflow itself is simple: To Do → Researching → Recording → Editing → Designing Graphics → Scheduled → Done.
We have included useful links and suggestions in the first column to help you if you are new to YouTube video production. Here’s an example, on how to produce a video description:
Check it out and let us know if we can improve it.
Some improvements for Task Auto-Numbering
We got feedback from some users after our last big release on how we could improve the user experience for folks who like to use the auto-numbering feature for Task Boards, and we have made these changes:
When you open a task, it’s number is shown (but can’t, of course, be edited)
You can now search for a numbered task simply by typing “#number” in the Search box
Task counts for columns
With our new user interface we made it easy to see how many tasks (cards) there are in a single column: the count appears at the top of each column.
Bug, fixed: embedded videos on Kerika
We fixed a problem that was stopping embedded videos from resizing on Kerika’s Whiteboards.
You can add any video, from anywhere, to a Kerika Whiteboard and then resize it by simple dragging it’s corners:
