Some usability improvements to the Billing Info screen

We noticed a number of folks were tripping over the process of entering their Billing Info (from the Manage Users page), which was embarrassing…

We have made some minor tweaks that we think will fix any potential confusion:

  • If you miss a required field — and remember: every field is required except for additional Billing Contacts — the system does a better job of getting you to pause and fix the mistake.
  • The process of selecting a Country and State/Province has been made easier.  If you select the USA or Canada as your country, the State/Province field becomes a drop-down list since we know which states and provinces to present as choices in each case. If your country is something else, this field becomes a free text field to let you type in anything you want.

Whitelisting Kerika’s email notifications

In an effort to reduce the possibility of Kerika’s notifications ending up in your spam folder, we are making a bunch of changes: one that’s already gone into effect is that all notifications generated by Kerika — for example, when someone sends you a chat message, or you get your 6AM Task Summary email — will come from the same sender: notifications@mailer.kerika.com.

It would help us a lot if you whitelisted this sender email, either for your own personal email, or ideally for your organization’s entire domain.

Thanks.

 

We have improved our internal systems for managing users and accounts

This isn’t something that you will see, as a customer, but we have spent several months improving our internal systems for managing users, accounts, payments and invoices.

We used to do things in a very ad hoc way before, as we concentrated all our efforts on improving the Kerika app, but we realized earlier this year that we had reached the limits of ad hoc approaches and needed a lot more automation to handle growth.

Everything, pretty much, is now automated: our admin staff can quickly look up any any user or account, see which payments have been made (online or offline), and manage changes to accounts.

Using Google Drive without Google Docs

If you are using Kerika with Google, you don’t have to convert your documents to the Google Docs format in order to use Google Drive.

Google Docs Format Preference
Google Docs Format Preference

You can use this preference setting to ensure that your Microsoft Office documents, for example, are retained in MS Office format even while they they are stored and shared using Google Drive.

 

Consolidating multiple accounts within an organization

With the implementation of our shiny, new and fully automated billing system, it’s become a little more important for our customers to make sure that all the users within their organization are working in the right accounts — preferably, a single account.

Working in a single account, rather than a bunch of separate accounts, has advantages:

  1. It makes it much easier to pay for subscriptions: if all the Kerika users within a  department are working on boards owned by a single account, then only that account needs to purchase subscriptions.  This means less invoicing and payment stuff for you to worry about.
  2. It also ensures that all project assets — boards, documents, canvases, etc. — are owned by a single entity. And ideally this single entity would be a service account rather than an individual.  Many of our customers are using service accounts, set up using emails like kerika@example.com.

We have done a ton of improvements to the new user sign-up process to help guide people to working with their coworkers, using accounts that the coworkers have already set up, instead of creating new accounts.

But, there are still situations where an organization may find that, across all of its Kerika users, there are too many different accounts.  If this is the case for you, we can help: we can consolidate multiple accounts into a single account if you ask us.

This consolidation preserves all the existing boards, content, and project teams: it just changes the ownership of everything to be a single user ID.

Let us know if we can help you with this.

The 6AM Task Summary Email is back

We used to have a feature that let you get a task summary email from Kerika everyday at 6AM that summarized all the things that you were responsible for that are overdue, due this week or due next week.

When we introduced the Views feature, we thought perhaps this 6AM email was not needed any more, so we took it out of the user interface for a few months — although people who had previously been using this feature continued to get their daily emails.

It seems like we underestimated the usefulness of this feature: new users started asking for something just like it, so we have brought the feature back. (And thanks for helping us understand we had screwed up in taking it away.)

You can access this feature from your Preferences page:

Daily Task Reminder Preference
Daily Task Reminder Preference

“Responsible for” includes not just the items that were assigned to you, but also items on boards where you are a Board Admin (and, presumably, have some responsibility for.)

This email can show your tasks organized in two different ways, and, if you like, you can get both sent to you every day:

6AM Task Summary Options
6AM Task Summary Options

A typical task summary, where tasks are grouped by date, would look like this:

Example of 6AM Task Summary
Example of 6AM Task Summary

The board names and card names are also links that you can use to open the relevant work item.

Enjoy, again.