Category Archives: Usability

Posts related to product design, user experience and usability.

How to import boards from Trello

July 7, 2022Kerika, Technology, UsabilityImport, TrelloKerika

We have added an exciting new feature: if you were previously using Trello, you can import that data, completely, into Kerika!

We have been testing this as a convenience feature and based upon positive feedback we have expanded this for everyone.

New users will be offered this as an option when they set up their Kerika accounts:

Screenshot showing how new Kerika users can import boards from Trello — How new Kerika users can import boards from Trello

All users will have this option whenever they want to create a new Kerika board:

Screenshot showing how all users can import from Trello when creating a new Kerika board — All users can import from Trello when creating a new Kerika board

We built this feature because we have heard from many people switched over from Trello and really liked Kerika’s user experience, features, and support. In the past they had to manually recreate their work inside Trello; now that’s all automated!

Everything is handled nicely: your Trello cards, lists, people, task details, etc. come over. Once you are done, a single click can then send out invitations to all your old Trello colleagues to join you in Kerika.

Enjoy.

How to make sure someone sees your Chat

February 12, 2022Agile & Scrum, Kanban & Lean, UsabilityChat, Kanban, Notifications, Scrum, Task Board, Task Management, Usability, WorkflowKerika

With our latest update we have made it easy for you to ensure that someone on a board team always sees your chat message, even if they are not assigned to that card.

The old rule was that everyone who is currently assigned to a card would get new chat pushed to them as emails. Now, you can make sure someone gets that email notification right away, even if they aren’t assigned to a particular card:

Screenshot showing examples of directed chat — Directed chat

Using this feature is simple: just type the letter “@” anywhere in your chat message and Kerika offers all the matching suggestions:

Screenshot showing example of sending new chat — Sending new chat

“@All” lets you push your chat to every Board Admin and Team Member — something you should do only rarely to avoid annoying people!

Try this feature and let us know if we can improve it.

Some improvements for Task Auto-Numbering

January 10, 2022Agile & Scrum, Kanban & Lean, UsabilityKanban, Scrum, Search, Task Management, UsabilityKerika

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)

Screenshot showing the Task Details dialog with numbering turned on — Editing a Numbered Task

You can now search for a numbered task simply by typing “#number” in the Search box

Screenshot showing how search by task number works — Search by Number

We made it easier to work with multiple Kerika Accounts

December 22, 2021Agile & Scrum, Kanban & Lean, UsabilityAccount, Task Board, Task ManagementKerika

We have done a bunch of things to help folks who need to work with multiple Kerika accounts: a common situation with consulting, outsourcing, or other professional services who need to work with clients who all have their own Kerika accounts.

It starts at the Home page, where we made it easier to filter you view of Boards and Templates to a subset of all the Kerika accounts you can access:

Screenshot showing Kerika Home page — New Kerika Home

You can use the check boxes in the left navigation area to temporarily hide some accounts, if you want to narrow your view of boards and templates.

More importantly, you can now access boards from different Kerika accounts in the same session: you don’t need to log out of one account and log into another, to be able to quickly switch between boards from different accounts.

The Board Switcher, which shows all the boards you currently have open, across accounts:

Screenshot showing Board Switcher dialog — Board Switcher

It’s also easy to set your preferences on a per-account basis:

Screenshot showing Account Preferences — Account Preferences

The Dashboard (previously labeled “Views”) has new capabilities so you can get a great overview of all your projects, across all your accounts:

Screenshot showing Dashboard Settings — View Settings

This makes it as easy to filter your Views on desktop as we had previously done for mobile users.

A more space-efficient layout for Task Boards

December 19, 2021Agile & Scrum, Kanban & Lean, Team Collaboration, UsabilityKanban, Scrum, Task Board, Usability, WorkflowKerika

We have redesigned the Task/Card details dialog to provide a more space-efficient layout, so you can see more of what you need without having to scroll:

Screenshot showing the Task Details dialog — Task Details

What used to be vertical tabs for Details, Chat, etc., is now a compact horizontal tab; this frees up a lot of space to see the details of the tags.

The other big change we made is to make the Priority setting separate from other Tags:

Screenshot highlighting position of Task Priority field — Task Priority flag

Clicking on the star will bring up your task priority options:

Screenshot showing possible values for Task Priority — Task Priority

We have made it easier to leave Kerika

December 18, 2021Technology, UsabilityAccountKerika

We hate to see anyone leave, of course, but that doesn’t stop us from improving the experience of users who want to close their Kerika accounts.

You can do this by selecting the My Profile option in the dialog that appears when you click on your avatar, on the top-right corner of the Kerika app:

My Profile

The My Profile pop-up dialog looks like this:

Leave Kerika

Click on the Leave Kerika button, and Kerika will email you a 6-digit numeric code that you can use to confirm that you really want to leave.

This extra step helps ensure that you really mean to do this, because the exit, once completed, cannot be reversed: all your old boards will be deleted permanently:

If you had signed up using your Google ID, your documents will still be in your own Google Drive.
If you had signed up using your Box ID, your documents will still be in your Box account.
But if you had signed up using your email, Kerika was storing your documents for you, and when you close your account we will delete your board and card attachments as well.

Cards are tasks, so we are renaming cards as Tasks

December 16, 2021UsabilityTask Board, Task ManagementKerika

If you have a engineering background, you will be comfortable calling the items that show up on Task Boards as “cards” — a term that originated with Kanban production lines in Japan, and then found its way to Scrum boards everywhere.

But for everyone else, “card” is a somewhat obscure, even baffling term, and we would often get asked a fundamental question: “what should I put on a card?

To make this clearer to folks, we are renaming cards as Tasks, because that’s what a Task/Card is: something your team needs to get done.

This is really a cosmetic change: wherever you had previously seen the word “card” you will now see either “task” or the more generic “item”. The ADD A CARD button, for example, is now ADD NEW TASK:

And what had previously been called “tasks within cards” (or sub-tasks), is now more simply called a Checklist:

Screenshot showing a Card's Checklist — Card Checklist

Again, this is a change in terminology, not a change in functionality, but we hope it will make Kerika easier for the wide variety of users we have across the world, ranging from companies and governments all the way down to schoolkids.

Moving entire columns of tasks (cards)

December 15, 2021Kanban & Lean, UsabilityKanban, UsabilityKerika

We have added a new function to let Board Admins and Team Members move an entire column of tasks (cards) with a single action, within a single board or across multiple boards in the same account.

The function can be accessed by from the menu that appears as a pop-up when you click on the dots on the top of each column, as well as when you use the right-click mouse action on any cards:

Screenshot showing the Task Options menu — Move entire column

If you choose the Move to another column action, a pop-up dialog appears that lets you choose the column you want to move these cards to:

Screenshot showing the Move to Another Column dialog — Move to another column

If you choose the Move to another board action, a new dialog appears that lets you choose the board where you want these tasks to go to:

Screenshot showing moving cards from one board to another — Move to another board

After selecting a destination board, you can then pick the exact location of the column you are moving, relative to the columns that are already on that board.

And, as you can see, from the screenshot, you are also able to move columns from boards in one account to another account where you are also an Account Member.

Task counts for columns

December 13, 2021Kanban & Lean, UsabilityKanban, Task Board, UsabilityKerika

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.

Screenshot showing how column headers include a count of tasks in the column — Task counts for columns

Undo options for all Sort actions

October 8, 2021Kanban & Lean, UsabilityUsabilityKerika

We have added an Undo option for all Sort actions on Task Boards, to make it easier for you to use the sorting function without worrying about making a mistake.