Category Archives: Kerika

Posts about Kerika, the company and its people

Why we need your Billing Information (and what we do with it)

If you purchase subscriptions, or do other actions like request a refund, Kerika prompts you to update your Billing Information:

Updating Billing Information
Updating Billing Information

This information is needed to complete a transaction:

  • Your name or organization (school, college, nonprofit, company, government agency…) are used to ensure invoices and receipts are addressed to the correct person (the purchaser).
  • Your phone number is needed to handle any problems we face processing your invoices or purchases.
  • Your address is used to create invoices and receipts, and to check whether we need to charge you Washington State sales tax.

At the bottom of this screen you can optionally include Billing Contacts: people who need to get copies of all your transactions, such as your organization’s Purchasing Department or outside accountants/bookkeepers.

We store this information securely: as you may have already noticed, all access to Kerika servers is done using SSL/HTTPS, and within the Kerika virtual network, our servers communicate with each other using SSL as well.

We never ask for your credit card information: we use Stripe to handle all online payments, and we never see your credit card at any time.

If you pay by bank check or electronic funds transfer, this information is handled by Bank of America:  details of these transactions, such as your bank information, are stored only at Bank of America and not stored on the Kerika servers.

So long, Internet Explorer 11

We cannot continue to support Internet Explorer 11 any more, for the simple reason that Microsoft itself doesn’t want to support IE 11 any more.

All of Microsoft’s browser focus is on their Edge browser, which means that as newer HTML5 features and standards get adopted by the browsers, these are going to show up in Edge, not IE 11.

And since Kerika is a pure Web app, one that requires you to download no software of any kind, including browser add-ons and plug-ins, we really need to make use of the latest HTML5 goodies that the browser vendors provide.

These goodies are going to be available only on Chrome, Firefox, Safari and Edge, and that’s where Kerika is gong to work best.

An improved way of moving boards from one Account to another

As part of our next release, which will include a new billing system, we will make it easier for you to move boards that you own to another account.

This can help in several scenarios:

  • If someone is leaving a team, it’s good practice to have their boards transferred to someone who will remain, so that ownership of project assets — the boards and all the content in the boards, including documents — remains with the team.
  • More importantly, it is good practice to stay away from having individuals own boards, and instead use service accounts to be the single Account Owner in your organization.

A service account is an omnibus account, typically set up with an email address like kerika@example.org, that isn’t associated with a single individual.  A service account will never quit, never get fired, or take a vacation because a service account is not a real person — it is simply an account/ID used to be the permanent, omnipresent, owner of project assets so that team turnover doesn’t disrupt anyone.

If you own a board, you can move it to another account, i.e. effective change its ownership, by selecting the board on your Account’s Home, and clicking on the Board Actions button which appears on the top-right corner of the board card:

Board Actions Menu
Board Actions Menu

This will bring up a small menu of actions that are available to us as the board’s current owner:

Board Actions
Board Actions

(Note: this menu can also be accessed using the right mouse button.)

When you select the Move to another Account action from this menu, we will present you with this new dialog box:

Move Board dialog
Move Board dialog

A list of “known collaborators” is presented to you by Kerika to make it easy to select a coworker with a single mouse click, but you can also move the board to someone else, who isn’t part of your current Kerika collaboration network.

If you type in an email address, Kerika will immediately check to see whether this email address is that of a known Kerika user, before letting you proceed further:

Checking if new owner is a Kerika user
Checking if new owner is a Kerika user

We think these improvements will make it easier for our users to manage their organizations boards, and move towards consolidated ownership for easier asset management.

Tripped up by an unkept Promise

As you know, Kerika is a Web Application: everything runs inside a browser, without the need for any plug-ins or add-ons.

We achieve all this with a ton of JavaScript code (and a sprinkle of SVG, for our Whiteboards.)

One, significant, disadvantage of JavaScript is that it is “single threaded”: two bits of script cannot run at the same time; they have to run one after another.

So while Kerika is running inside a browser on your laptop, our JavaScript has to share a thread with lots of other stuff that’s going on, such as painting, updating styles, and handling user actions.  All of this has the potential to slow down Kerika, while the JavaScript code waits for something else to finish.

To get around this, we used JavaScript’s Promise function: this let Kerika’s code get going with its normal business while waiting for other browser functions to finish.  What we didn’t expect, however, was that the Promise function isn’t supported by Internet Explorer 11. (Although it is supported in Microsoft’s Edge browser.)

This caused problems for all of our Internet Explorer 11 users — people using Chrome, Safari, Firefox or Edge were unaffected.  We finally figured out what the underlying problem was, and did a workaround using a polyfill, which is a way to provide new functionality in older browsers that don’t support it natively.

Bug, fixed: permanently deleting items from the Trash

Thanks to a longtime user from Poland, we discovered — and fixed — a bug that crept into one of our recent feature enhancements, where items couldn’t be permanently deleted from the Trash column on Task Boards and Scrum Boards.

(This bug was created when we merged the Card Operations and Column Operations into a single menu, for easier use.)

Making it easier to know when Kerika has a new version

The Kerika team works in 2-week Sprints, but not every Sprint results in a feature being deployed to production: sometimes we have to wait for enough pieces to be built before we can release an entire feature.

(Bug fixes always get deployed at the end of each Sprint, and we we aim to have zero known bugs at all times.)

If you left Kerika running overnight in your browser while we rolled out a new version, it’s important to make sure your browser updates itself to get the latest software from our server.

To make this easier, we are introducing a notification inside the app that will let you know that you need to reload/refresh Kerika to make sure you are working with the latest version. This notification appears only when we have a new version deployed, and we can detect (or suspect) that your browser is running outdated code.

This is what the notification looks like:

New version notification
New version notification

Managing the privacy of your Kerika boards

Kerika offers a great deal of control over how each board is shared:

  1. A board can be made public to everyone.  This makes sense for open-source projects and many nonprofit and advocacy groups, where the goal is to get maximum visibility and publicity rather than to hide the details of what the project is about.

    Making a board public means that anyone who has the URL of the board can view it, even people who are not Kerika users.  Note: we are talking about viewing the board; viewing doesn’t mean anyone who isn’t part of the board team can make changes.

    If a board is viewable by the public, it can be found by anyone using Kerika’s search function.

  2. A board can be viewable by everyone who is part of the account team. This is the default setting, and it makes a lot of sense for most organizations: you want your coworkers to be aware of what your team is doing, unless the project is particularly sensitive.

    An account team consists of everyone who is a Team Member or Visitor on any board owned by the account.

    As people get added to individual boards, they are also automatically added to the account team.  When someone is removed from every board owned by an account, they are automatically removed from the account team as well.

    As with public boards, described above, we are talking only about viewing, not changing: only people who are Board Admins or Team Members on a particular board’s team can make any changes to that board. (And, of course, the Account Owner who owns the board.)
    If you use Kerika’s search function, you can find boards that are being shared with the account team, provided you are part of that particular account team.

  3. A board can be kept private.  This means that only the people who are listed on the board’s team — as a Board Admin, Team Member or Visitor — can view the board.  (And, of course, the Account Owner who owns the board.)

    This is appropriate for any sensitive projects, e.g. stuff related to personnel matters or confidential contracts.

    Private boards can’t be found by Kerika’s search function either, and it doesn’t matter if you know the URL for the board: only the specific people listed on the board team can see anything related to that board.

For each board owned by an account, the Account Owner or Board Admins can manage the board’s team: decide who is part of the team, and what sort of role (Board Admin, Team Member, or Visitor) each person has.

  • Board Admins and Team Members can make changes to all the items on the board, including any documents attached to the board.
  • Visitors have read-only access to the board and all its documents.
  • A person’s role can be changed at any time by the Board Admin or Account Owner: the effect is immediate, and extends to all the documents associated with the board as well regardless of whether you are using Google or Box for your file storage, or whether you are storing your files with Kerika.

A board’s team and current privacy settings can be viewed by clicking on the Team button that appears on the top-right of the Kerika app, when viewing a board:

Board Team button
Board Team button

Clicking on this button brings up the Board Team dialog:

Board Team dialog
Board Team dialog

Each person who is part of the Board Team is listed in this dialog, in alphabetical order along with their role.

At the bottom of the dialog is the board’s current privacy setting: in the example shown above, the board is being shared with everyone who is part of this user’s account team. (We have obscured the URL in the screenshot for security reasons.)

If you are a Board Admin or the Account Owner, you can change the privacy of the board using the Change Privacy link that’s shown on the bottom of the dialog:

Board Privacy options
Board Privacy options

So, every board can have it’s own privacy settings: private, shared with account team, or public.

When you are viewing the boards in an account, Kerika shows clearly what the privacy setting is for each board:

Privacy settings, at a glance
Privacy settings, at a glance

If you are part of someone’s account, you will be able to create new boards in that account: you will automatically be a Board Admin on those new boards, but the owner will always be the account you are working in.

You can set your privacy preferences for each account; this will determine whether new boards you create are automatically shared with your coworkers or not:

Privacy preferences
Privacy preferences

All your preferences can be set at https://kerika.com/preferences.  The default setting is Share with Account Team, which works well for most people, most of the time.