Switching a board between Kanban and Scrum: a new Kerika feature

When we first started working on Kerika, it seemed to us that everyone who wanted to use an online project board fell into one of two camps that didn’t overlap:

  • Kanban users, who wanted a simple Task Board, perhaps with nothing more than To Do, Doing, and Done columns.
  • Scrum users, who wanted to share Backlogs across multiple Scrum Boards, with each Scrum Board representing a different Scrum iteration (i.e. “Sprint”).

Folks who wanted to work in Kanban-style – typically business users – seemed to have little use for Scrum, and people who wanted to work in Agile-style – typically IT folks – didn’t show much interest in Kanban.

So, we built Kerika with support for Task Boards, for Lean/Kanban users, and Scrum Boards, for Agile users.

What we are seeing more recently, however, is spectrum of usage patterns and styles within organizations:

  • A project that starts off as a Kanban Board might need to become a Scrum Board in the future: as the team works on the project, it may conclude that a series of Sprints/iterations is a better model than a continuous flow/Kanban model, and they may need to transform their Kanban Board to a series of Scrum Boards.
  • A team might start off working with Scrum Boards, thinking that Agile is the ideal model for their work, and then find that a Kanban model of continuous flow is better suited for their needs, in which case they may need to change from a Task Board to a Scrum Board.
  • A Scrum team may need to pull items from multiple Backlogs: there may be items from a Marketing Backlog and from a Product Development Backlog that need to get worked on in the same Sprint, so the team may need to switch from one Backlog to another.

This kind of flexibility wasn’t available in Kerika before — and is certainly not available in Trello, Asana, Basecamp or any other tools that compete with Kerika — and that’s exactly the problem that we have fixed with the new release!

Use the Project Info button, on the top-right of the Kerika menu bar, to switch a board from Kanban to Scrum, or vice versa:

Settings
Settings

If you check the “Use a shared Backlog” box, you can then select the Backlog you want to use for your board: if you had been working in a Kanban board, it automatically switches over to a Scrum Board.

At any time you can switch between any of the Backlogs that exist in the Account, that you have permission to access.

If you want to go back to working in Kanban-style, just uncheck the “Use a shared Backlog” box and the Backlog will disappear from view.

It’s now that simple to choose between Kanban and Scrum!