All posts by Kerika

About Kerika

Kerika is the only task management tool that's designed specially for global, remote teams.

We made it easier to see what you are hiding

We have made a tweak to the Hide Column feature that’s available on every Task Board and Scrum Board, for all Board Admins, Team Members and Visitors.

Previously, when you hid a column Kerika would show that like this:

Hiding columns (before)
Hiding columns (before)

The name of the column that was being hidden was shown vertically, to make it easier to retain the overall context of the board.

We have improved this so hidden columns now look like this:

Hiding columns (now)
Hiding columns (now)

The subtle (but important) distinction is that Kerika now shows you how many cards are in the hidden columns, not just the name of the column.  We think this will make this feature more useful, to more people, more of the time.

Updating the look of Board Settings

One final (?) bit of restyling, to make all of Kerika consistent with our new look-and-feel, has been updating the Board Settings dialogs.

Board Settings
Board Settings

The functionality is essentially the same, but the appearance is cleaner, lighter and more in keeping with the Material Design standards we have (mostly) adopted.

(We say “mostly”, because there are some elements of Material Design that we find unattractive.  For example, for the on/off toggle switches we prefer the iOS style buttons.)

Column Settings
Column Settings

The Column Settings dialog has also been restyled, and looks nicer and cleaner. The example above shows a board that uses Work-In-Progress Limits.

Tag Settings
Tag Settings

And the same with Tag Settings: we have a restyled color picker, and better messages for warnings when tag names or colors might clash.

Enjoy.

Usability tweak: reordering Board Attachments

We have made it easier for you to re-organize all the Board Attachments on your Kerika Task Boards and Scrum Boards: you can grab any of these and drag up or down the list to re-order them:

Drag handles on board attachments
Drag handles on board attachments

Use the drag-handle shown on the left edge of the attachment to drag it up or down.

Dragging board attachments
Dragging board attachments

(And, by the way, this feature is also available for Card Attachments.)

Helping people parachute into projects faster

In many of our customers, we find there are specialists who get pulled into many different projects (boards) at the same time, to do very specific tasks.

An example would be an security specialist who is called in to do a vulnerability assessment on every development effort that’s underway within an IT organization. Or, corporate counsel who are asked to review final drafts of every contract, after everything else about the negotiation has completed.

In all situations it’s important to help new team members come up to speed as quickly as possible, but for situations where people are parachuting in to handle specialist tasks, the motivations are a little different: the specialists often don’t care about every detail of the board — which means they don’t care for most of the cards that are already on the Task Board or Scrum Board.

Instead, they want to quickly see what’s been assigned to them, get these work items done, and (hopefully) get out quickly.

So, how can Kerika help people who parachute into projects in mid-stream? By drawing their attention to what’s expected of them.

Here’s how it works:

When you invite someone to join a board’s team, their status is shown as Pending invitation in the Board Team dialog:

Pending Invitation
Pending Invitation

Kerika lets you pre-assign cards while you are waiting for the new team member to join: in the example above, Dennis could be assigned cards while the team is waiting for him to act upon the invitation.

When Dennis does accept the invitation, the Kerika welcome dialog works to guide him to a fast start in his new project:

Welcome message for invited users
Welcome message for invited users

The welcome dialog starts by giving the new team member a quick overview of the project’s state: how long it’s been going on, how many cards are on the board — and, critically, how many cards are already assigned to the newly arrived team member.

Clicking on the See My Cards button in the welcome dialog provides a fast way for the new user to see what’s expected of him/her in this new project:

Highlighted cards
Highlighted cards

This feature will be especially useful for specialists who are called in to handle specific tasks on many simultaneous projects: they won’t care about all the cards on each board, just what’s assigned to them.

Get in quick, get your work done fast, and then get out again.

Visitors can view chat on public boards

Some of our users are working on open-source, advocacy, or volunteering projects, and for these people privacy is less important than publicity: rather than hide their work, they would prefer to have as many people as possible view it, in real-time, so they can build momentum for their initiatives.

Here’s an example of a public board:

Example of public board
Example of public board

We have always accommodated such users, by offering an Anyone with link option that Board Admins can use to make their boards accessible by anyone who has the URL of that board, even if they aren’t Kerika users:

Making boards public
Making boards public

When a board is made public, all the files attached to and all the chat as well can be viewed by anyone.

As with any other Visitors, members of the public cannot make any changes.

Our latest improvement to this public boards feature has been to make the chat also viewable by anyone who has the URL of the board.

Note: a Board Admin can change their mind at any time, and revert a public board back to one that’s restricted to the board team or account team.

 

Changing the Owner of a Board

People usually don’t pay attention to the question of who owns a particular board, but it is an important question to consider when you create a new board: the Account Owner owns not just the board, but also all the files attached to cards and canvases on that board.

This is not always important (and often not important in day-to-day use of Kerika): our deep integration with Google and Box ensures that everyone who is part of the board team has automatic access to all the files needed for that board, with access permissions managed according to each individual’s role on the board: Board Admins and Team Members get read+write access; Visitors get read-only access.

(And, as people join or leave board teams, or their roles on a particular board’s team changes, Kerika automatically manages their access to the underlying project files, regardless of whether these are being stored in Google or Box.)

But when someone is planning to leave an organization, the question of ownership can suddenly become important: you don’t want an ex-employee to continue to own critical project files.

Changing ownership of boards was not something that was easily done in the past — there were workarounds, but they were fairly cumbersome and obscure — and we mostly handled these as special requests, on a case-by-case basis.

With our newest update to Kerika, this is no longer the case: changing the ownership of a board is a simple process that can be initiated at any time by the current owner of a board:

Change Board Owner
Change Board Owner

You can ask any other Kerika user, who has signed up the same way as you did (i.e. either as Kerika+Google, Kerika+Box, or by directly signing up) to take ownership of a board. Because this is a consequential action, not something you should rush into, you are asked to confirm your intention by typing the word “YES”:

Confirming change in ownership
Confirming change in ownership

Once your request is sent off to the other user, the board is in a frozen state: existing members of the board team can continue to view the board, but no one can make any changes:

Board waiting for new owner
Board waiting for new owner
Board frozen while waiting for new owner
Board frozen while waiting for new owner

If you change your mind, you can cancel the request before it has been accepted.  This can be done by selecting the board from your Home Page:

Cancel ownership request
Cancel ownership request

You can also find your pending request in your Sentbox, and cancel it from there:

Cancelling pending request
Cancelling pending request

Note: once a board’s transfer is complete, it can’t be undone by you. If you really need to get ownership back of a board, you will need to ask the new owner to transfer the board to you.

An important caveat for Kerika+Google users

We try to ensure that files attached to a Kerika+Google board have their ownership changed at the same time as the board itself is transferred, but there are some limits to how Google will allow for a change in ownership:

All Kerika-related files are stored in a set of folders in a user’s Google Drive, organized by account and board.

Google let’s us change the owner of a folder, so we can make sure that when a board is transferred the ownership of the associated Google Drive folder is also changed.

However, for the individual files contained within the folder, Google only allows for a change of ownership of files that are part of Google Docs: documents, spreadsheets, presentations, forms, etc.

Files like images (.jpg, .png, .gif), zip files, and PDFs, for example, retain their old ownership between the Google API doesn’t let Kerika change the ownership of these “non-Google-formatted” file types.