All posts by Kerika

Easier to create lists inside cards

With our newest update to Kerika, it’s become easier to organize the details of each card (i.e. the card’s description), in multilevel lists, like this:

This is done simply by using the Tab key to create an indented sub-list within an existing numbered list, and using the Back-Tab to “outdent” the list.

Nested lists inside card details
Nested lists inside card details

This also works with text blocks on canvases.

Making quick backups of your projects

We have enhanced our recently introduced Archive feature, so that you can now copy a current project and paste a copy directly into your Archives:

  • Go to your Home Page
  • Select the project you want to backup
  • Click on the Copy button that appears on the top of the Projects column (or use the right-mouse-button)
  • Go over to the Archive column, also on the Home Page
  • Click on the Paste button that appears on top of the Archive column.
Copying a project
Copying a project

One possible use-case for this, that some of our users have asked for, is to do quick backups that “capture current state” of important projects.

As with anything else that’s in the Archive, the copies you paste there are frozen, and can’t be changed unless and until you drag them out of the Archive and into your Projects list.

Kerika, now with less Kudzu

We have been hacking away at the application chrome within Kerika, removing some of the purely decorative elements that were starting to crowd out the user’s critical view of data.

Application chrome is like Kudzu: if you are not careful, what seemed like a nice-looking decoration on one part of the screen can quickly grow to overwhelm the application.

Kudzu
Kudzu

Here’s a before-and-after view of Kerika:

Kerika with column chrome
Kerika with column chrome

And here’s the same board, viewed with less application chrome, which allows the cards on the boards to stand out more:

Kerika with less chrome
Kerika with less chrome

This wasn’t just an aesthetic decision, although we are pleased with the new, cleaner appearance of Kerika: it was actually essential for our development of the new Planning View in Kerika, which lets you easily view a Task Board or Scrum Board from the perspective of Due Dates.

For the Planning View to work with workdays, it became essential to show more columns at a time, more of the time: showing at least 5 columns on most laptops became an essential requirement, and we could not achieve that solely by shrinking the width of cards — we also needed to remove the column chrome so that the board would not appear so crowded.

Kanban in a Can: Capture, Visualize and Optimize your Everyday Processes

At the Jan 12, 2015 meeting of the Washington State Lean Practitioners Community of Practice meeting, organized by Results Washington at the Department of Labor & Industries in Tumwater, Arun Kumar presented Kanban in a Can: Capture, Visualize and Optimize your Everyday Processes.

Here’s the presentation on Slideshare (although most of it was actually a demo!):

The meeting was attended by dozens of Lean experts representing a huge variety of state agencies in Washington!

Lean Practitioners meeting
Lean Practitioners meeting

How long things stay in the Clipboard

When you copy or cut an item on a Kerika board — a set of cards, or may be some things sitting on a Canvas — these objects are placed in a special Clipboard that sits on the Kerika server, not in your browser.

This is important to note for several reasons:

  • Because the Clipboard is on the server, you won’t lose the items if your network connection breaks before you have a chance to paste whatever you cut.
  • The Clipboard will hold on to the items for 20 minutes, to give you time to think about where you want to put them. (And, to recover from any network problems you may have experienced.)
  • If you don’t paste something that you had previously cut, the Clipboard “releases” it back to where it was originally, after waiting 20 minutes to go by while you ponder. But, if you are impatient, you can reverse your cut action sooner simply by clicking on the cut items, which continue to appear in a faded (greyed-out) appearance on your board.
  • Because the Clipboard is on the Kerika Server, other team members won’t see the change until you actually do the paste. So, for example, if you have cut some cards from a Task Board or Scrum Board and haven’t pasted them yet, your project team members will continue to see the items on the old board until you complete the paste.
  • And, finally, here’s a great feature, thanks to the Server Clipboard: one of your team members can be making changes to a card while you are in the process of cutting-and-pasting it, and those changes aren’t lost. That’s because the object is stored on the server rather than your browser, making it possible for your team members to make changes even as you are in the process of doing a cut-and-paste.

Avoid using these characters when you name your projects

Some characters shouldn’t be used when you name a project — and we are going to make a change in Kerika that will rename any old projects you have to replace these characters with blank spaces — because they cause problems when you need to export the cards on your Task Board or Scrum Board.

Here’s what you need to avoid:

  • Forward slash (“/”)
  • Backward slash (“\”)
  • Colon (“:”)
  • Semi-colon (“;”)

When you do an export, the exported data are stored in a file in your Google Drive (if you are using Kerika+Google) or your Box account (if you are using Kerika+Box) and these characters are used by these cloud services as file separator characters, which means they cannot be part of a file name.

So, your export will fail (and we end up logging an error on our server, which doesn’t make us happy either)

We did make a change in Kerika a month ago that stopped new projects from using these characters in their names, but it looks like there are still a bunch of old projects out there that have these characters in their names, and now we are going to try to clean up these as well.

Archived cards are not included in your 6AM task summary email

When you archive a project, it’s possible that some cards still had Due Dates set on them: these dates are preserved along with all the other project data at the time you do the archiving.

But, these dates, which will inevitably become overdue dates over time, are not included in your 6AM task summary email, because there’s nothing you can do about them while the project remains in the Archive.

Archiving a Scrum Board doesn’t affect the Backlog

If you are working off a long Backlog (like we do at Kerika!), then you will have many Scrum Boards that pull items off this shared Backlog over time, and with our new Archive feature you will want to freeze old Scrum Boards as you get done with Sprints.

(Each Sprint should be done as a separate Scrum Board, that connects to the same Backlog.)

When you archive one particular Scrum Board, you only freeze that board: the Backlog remains available for use — and modification — by other Scrum Boards, now and in the future.

Which means that when you open an Archived Scrum Board, the view you will get of the Backlog will show the Backlog as it exists today, not as it existed when you archived the Scrum Board.

What we did in 2014

Here’s all the stuff we built in 2014, as far as we can remember…

January

February

  • We made it easier to delete projects you no longer need, and to retrieve them if you change your mind.
  • (We found out that one of our patents is referenced by Microsoft, IBM and Ford!)

March

April

We pondered integrating with Box. Pondered and pondered…

May

June

We got really serious about integrating with Box

July

  • We reworked our website and this blog to use a responsive design, so it would be easier to read on mobile devices.
  • We were a big part of the IPMA conference in Lacey, Washington.
  • We released Kerika+Box!

August

September

October

October was a really busy month.

November

  • We made it easier for you to share projects with people who are part of your account team.
  • We presented at the Lean Transformation Conference in Tacoma, where we were a bit hit.
  • We presented at the Project Management Institute’s Olympia Chapter meeting.

December

  • We added Archiving as a feature for Projects and Templates.
  • We took Christmas Day off. Well, some of us did.
Verbeug
Verbeug

Cards that are in Done or Trash are frozen

Cards in the Done or Trash column, of a Task Board or Scrum Board, cannot be modified without first moving them out of Done or Trash: this is different from how boards worked before, and we made this change as part of our recent update where we introduced the concept of Archives.

Done cards
Done cards

There are a couple of reasons why we did this:

  • It seems like common-sense: if you have deleted a card, or marked it as Done, why would you be making changes to it? If the card needs changes, or someone wants to do chat or any other updates, that card isn’t really deleted or done, is it?
  • It matches the behavior of Archived Projects: when you move a project into the Archive in your account, that project is frozen in its current state, and remains frozen while it is in the Archive.For symmetry and ease of understanding of the concepts of “Done” and “Archive”, it made sense that Done cards should also be frozen.