Category Archives: Kanban & Lean

Posts related to Kanban and Lean methodology.

Mengurus Versi Fail Dengan Mudah

April 29, 2025Kanban & LeanKerika

Mengurus pelbagai versi fail boleh menjadi rumit. Anda mungkin pernah tercari-cari fail yang dilabelkan “final,” “final-2,” atau “final-betul-betul-kali-ini,” dan tertanya-tanya yang mana satu versi terkini. Ia adalah masalah biasa apabila mengendalikan kemas kini projek.

Sistem yang lebih cekap dapat menghapuskan tekaan ini sepenuhnya. Dengan menjejak dan menggantikan versi fail lama secara automatik, anda boleh memastikan pasukan anda sentiasa menggunakan fail terkini, tanpa sebarang kekusutan atau kekeliruan.

Berikut adalah panduan untuk menyusun dan mengemas kini fail dengan cekap dalam konteks khusus tugas dan peringkat papan:

Lampiran Kad Tugas

Tangkapan skrin menunjukkan antara muka kad tugas Kerika yang intuitif untuk pengurusan fail yang mudah. Imej tersebut menonjolkan tab 'Lampiran' pada tugas tertentu ('Reka Bentuk Antara Muka Pengguna'), dengan anak panah menunjuk ke ikon 'Muat Naik Versi Baharu'. Ini menunjukkan betapa mudahnya ahli pasukan menggantikan fail lama secara langsung dalam tugas, memastikan semua orang bekerjasama menggunakan versi terkini dan menghapuskan pertindihan yang mengelirukan seperti 'final-v2.docx'. Proses lancar ini menyokong kerjasama yang fokus dan menyelaraskan aliran kerja projek

Klik di sini untuk melihat pratonton kad tugas ini

Kad Tugas adalah tempat semua keajaiban berlaku dalam menyusun fail yang berkaitan dengan tugas tertentu. Berikut adalah cara anda mengemas kini fail:

Cari Fail Anda: Buka Kad Tugas di mana fail dilampirkan.

Muat Naik Versi Baharu: Klik ikon Muat Naik Versi Baharu di sebelah fail sedia ada. Ini secara automatik akan menggantikan versi lama dengan yang baharu sambil mengekalkan sejarah. Tidak perlu memadam versi lama atau menamakan semula fail.

Faedah: Fail yang dikemas kini serta-merta dikaitkan dengan tugas, jadi pasukan anda boleh terus bekerjasama tanpa gangguan.

Kad Tugas memastikan kemas kini fail anda kekal relevan dengan tugas semasa, memastikan semua orang selari.

Lampiran Papan

Klik di sini untuk melihat pratonton lampiran papan ini

Lampiran Papan sesuai untuk fail yang memberi kesan kepada keseluruhan projek seperti piagam projek atau templat yang dikongsi. Mengemas kini fail di sini juga mudah:

Navigasi ke Lampiran Papan: Klik ikon Lampiran pada menu papan.

Kemas Kini Fail: Pilih fail yang ingin anda gantikan dan klik butang Muat Naik Versi Baharu. Versi lama digantikan dengan lancar, jadi tiada kekeliruan tentang versi yang terkini.

Faedah: Seluruh pasukan anda mendapat akses segera kepada versi terkini, tidak kira di mana mereka bekerja.

Lampiran Papan memastikan fail seluruh projek kekal tersusun dan dikemas kini tanpa mencipta pertindihan.

Kesimpulan

Pengurusan fail yang cekap memudahkan aliran kerja projek dan meningkatkan kerjasama. Dengan menghapuskan kekeliruan pelbagai versi fail, anda boleh memastikan pasukan anda tersusun dan fokus pada perkara yang penting.

Dragging columns to reorder them

October 24, 2024Kanban & Lean, UsabilityScrum, Task BoardKerika

We made it easier to make changes to the workflow of a Task Board: now a Board Admin can simply drag a column on the board to the left or right to reorder the board.

Here’s how it looks:

We made it easier for people to join board teams

March 26, 2024Agile & Scrum, Kanban & Lean, Team Collaboration, Týmová spolupráce, UsabilityAccount, Kanban, Scrum, Task Board, Teams, WhiteboardArun Kumar

Board Admins can now invite people to join their boards as Team Members or Visitors by simply sharing a unique link that’s created for each board. We added this function because some of latest users include schools that want to add large groups of parents to boards with a single action. Here’s how it works:

When you open the Board Team dialog (as a Board Admin), you will see a new option at the bottom, called Let People Join Using a Link:

Clicking on this will bring up a dialog that let’s you create links for adding people as Board Admins, Team Members, and Visitors:

For additional security, separate links are created for each role: Board Admin, Team Member, and Visitor. When you turn on one of these options, Kerika will create a special link that you can then send to a large group of people to join you board.

(We obscured the link in the screenshot above, for our own security!)

When you create a link, it’s also automatically copied to your clipboard for easy pasting in an email or chat.

If you are concerned that the link may have been compromised, perhaps because the people you sent it to have carelessly passed it on to others, you can always turn it off: turning off a link will automatically make it useless for future use.

You can then create a new link if you want to.

Try it, and let us know what you think.

A naming change for Done and Trash

February 18, 2024Agile & Scrum, Kanban & LeanKanban, Scrum, Task Board, UsabilityArun Kumar

We are making a change to the names of the Done and Trash columns on Task Boards, to make it easier for new users to understand what these columns represent.

The Done column will become Completed and the Trash column will become Deleted.

Looking at the demographics of our new users, we found that over 80% had never used any kind of boards before, and we think the new names will be easier for them to understand.

This is just a naming change, there’s no difference in functionality.

Using Kerika with Microsoft 365

January 22, 2024Kanban & Lean, Kerika, TechnologyAccount, Box, Calendar, Document Management, Google Apps, Microsoft, Scrum, Task Board, Teams, WhiteboardArun Kumar

We have made a very big extension to Kerika, by integrating with Microsoft 365: now you can sign up using your Microsoft ID, and have your files stored in your own OneDrive account!

Kerika+Microsoft works the same was as Kerika+Google and Kerika+Box: you can use your existing Microsoft account to sign up and login to Kerika; there’s no need to create and remember a new password:

When you upload files to your board for the first time, you will be asked to choose a preferred cloud storage: if it’s Microsoft, then you will be asked to give Kerika access to a single folder in your Microsoft OneDrive:

After you allow Kerika access to your OneDrive, Kerika will create a single folder in your OneDrive that it will use for all of your Kerika-related files:

That one top-level folder is all that Kerika will ever use: inside there Kerika will automatically manage all the subfolders you need to sort your different Kerika accounts (yes, some folks have more than one Kerika account!) and your board.

Kerika doesn’t go snooping around or altering any other part of your OneDrive!

Files you add to your Kerika boards will be automatically shared with everyone on the board’s team: Board Admins and Team Members will get read+write access, while Visitors will get read-only access.

As folks join or leave your board team, access to all the files on that board will be automatically managed by Kerika, freeing you up from all the admin work that other tools make you do.

You can even create new Office 365 documents from inside Kerika, and have them shared automatically with your board team:

And we have always had the ability to sync your Kerika due dates with your Outlook calendar, so that completes everything you need to get the most of Kerika+Microsoft!

It’s easier now to see how many checklist items remain

December 14, 2023Kanban & Lean, UsabilityKanban, Scrum, Task Board, UsabilityArun Kumar

We made a small UI improvement that makes it easier now for you to see how many Checklist items (subtasks) remain open on a card:

A number will appear next to the Checklist icon when you are looking at tasks on a board: this is the number of open Checklist items for that task. We don’t show the total number because it’s the remaining ones that are more important, but if you hover over the number a tooltip will show you that as well:

It’s easier now to leave an Account

December 4, 2023Kanban & Lean, Kerika, Team Collaboration, Týmová spolupráceAccountArun Kumar

This is a problem that affects our student users a lot: as they work with different teams on different boards, they get added to a bunch of accounts. After the school year ends, some of these accounts are no longer relevant, but it wasn’t easy to leave an account that you were no longer interested in.

(It was always easy for an Account Owner to kick you off their account if they wanted you to leave.)

We have made it easy for anyone to leave an account in which they are no longer active: go to your Home, and (on your desktop) hover your mouse over the account that you are no longer interested in. A “leave account” button will appear, like this:

To make sure you don’t do this accidentally, there’s a confirmation step where you are asked to type the word YES in all caps:

It’s now even easier to catch up on changes in attachments and checklists

November 28, 2023Kanban & Lean, UsabilityKanban, Scrum, Task Board, Task Management, UsabilityKerika

The orange arrow that appears at the top or bottom of a column when there are unread updates that are out of view has proved to be a very useful and popular feature, so we have extended the concept to work inside of tasks (cards) as well: if there is an unread change to a checklist item, or attachment, that’s out of view for you, an orange arrow will appear to help guide to you it:

The way these orange arrows work is very intuitive: just click on it to have the view scroll up automatically to show the next unread checklist item or attachment.

You can now add chat to cards in Done and Trash

November 2, 2023Agile & Scrum, Kanban & LeanScrum, Task BoardArun Kumar

Previously, when a task card was moved to the Done or Trash columns on a Kerika Task Board, it was frozen: no changes of any kind were possible.

We have loosened this restriction a little: now you can add chat to these cards. We found there were situations where someone needed to add a comment on a card after it had been moved to Done or Trash, so we are being flexible!

We made it even easier to see what’s changed inside a Task

October 23, 2023Agile & Scrum, Kanban & Lean, UsabilityKanban, Scrum, Task Board, UsabilityKerika

When working on our Task Boards, users will now find it even easier than before to see exactly what changed inside a task (card): new attachments, for example, are flagged like this:

And that’s true for new chat:

And for checklist items:

We know Kerika is used for some really large projects with thousands of cards, so we are always looking to see how we can make it super easy for distributed and global teams to keep up with what their colleagues are doing.

Get More Done, With Kerika

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