We have always offered all users, including people with the free Standard Accounts, the ability to customize their accounts, and now we are making that a little easier.
For most people, the most convenient way to grab a photo or company logo is from a Web site, and that’s possible now when you customize your account.
When you click on the Add Photo or Add Logo buttons, you will now have the option to upload an image from your local computer, or grab it from a website:
We currently have a function to let you Cut/Copy and then Paste a project from one account to another, but it’s starting to look like this is a bad idea because it is very difficult to implement cleanly.
The underlying problem is that a project is more than a collection of cards: it is also part of a network of people relationships, connections to other projects, etc., and these can’t all be moved cleanly from one account to another.
For example, consider a series of projects that are organized as Scrum Boards, linked to a shared Backlog within one account. If we copy and paste one of these projects to another account, what exactly should happen to that Backlog? It’s not an easy matter to simply copy the entire Backlog over as well, to the new account — that may not be the most sensible outcome in all, or even most, circumstances.
Consider an even more basic problem: a project has a bunch of folks working on it today. If you copy and paste the project to another account, what should happen to this team? These folks may not have previously been part of the new account’s team: they would have to get invited to join projects in that account, and very likely the new account’s owner would have to upgrade her account to support the larger team size.
There a bunch of conundrums like this to work through, and it’s not clear that this is even worth the considerable effort it would take to create a bullet-proof solution – how often, after all, do people need to move a project from one account to another?
If the answer is “not very often”, then it’s probably better for us to remove this functionality, rather than leave users with a less-than-great experience…
Here’s a quick primer on how to delete projects you are no longer working on, and how to retrieve them later from your Trash (think “Recycle Bin” if you are a PC user) if you change your mind.
The first point to note is that closing a project is not the same as deleting it: when you are looking at your Boards view, you can have several projects open, each in its own tab. If you hover over any of the project tabs, you will see an “x”: clicking this will close the project.
Closing a project tab
This is a lot like closing a browser tab: it doesn’t kill the website that you were viewing; it just means you are no longer viewing it yourself. In the same way, closing a project tab doesn’t delete the project.
If you actually want to delete a project, click on the “Projects” button, in the top-left corner of the Kerika app (as shown above), and you will see a list of all your projects:
Viewing all your projects
Here, you can select an individual project, and then Cut, Copy, or Delete it:
Project operations
These buttons also appear when you use your right-mouse button, while working on a desktop or laptop:
Right-click menu
If you click on the Trash button (or select “Move to Trash” from the right-click menu), your project will get deleted.
Deleted projects go into a Trash, which is like a Recycle Bin: you can retrieve it later if you change your mind or make a mistake.
The Projects Trash appears just above your list of projects:
Projects Trash, in the Projects View
Whenever a project is moved to the Trash, the Project Trash button glows orange, briefly, to alert you. Click on the button and you will see a list of all the projects that are in your Projects Trash:
Viewing the Projects Trash
You can now select an individual project, and choose to either restore it, or delete it permanently:
Restoring a project
So, that’s it: a simple way to delete projects, and retrieve them later if you made a mistake.
If you want to get rid of an old Kerika account, the easiest way is to simply de-authorize it from your Google account.
First, some background: when you sign up as a Kerika user, we use Google to figure out who you are, and what your email address is. (And to get permission to put Kerika project files in your Google Drive).
This means that Kerika becomes an authorized app, as far as Google is concerned.
And, it also means that you can de-authorize Kerika any time you want, from your Google account itself. Without authorization, you can’t use your old Kerika account, and neither can anyone else (assuming no one stole your Google password!)
Here, you will all the third-party applications, including Kerika, that are currently authorized to use your Google credentials. Simply Revoke Access to Kerika, and you will disable your Kerika account:
Click here to revoke access for Kerika
Note: you need to make sure you are logged out of Kerika as well. If you leave yourself logged into Kerika on someone else’s computer, they will be able to continue to view your old projects, although they won’t be able to access any of the files that are stored in your Google Drive, or add any new files.
(Updated April 6, 2014 to reflect changes by Google)
If you are going to use Kerika for business, and don’t have a premium Google Apps account, make sure you create a new Google ID that maps to your existing (business) email ID.
For example, if you are someone@somecompany.com, you can create a new Google ID that is “someone@somecompany.com”: it works just like any other Google ID, and it doesn’t require you to switch to Gmail or anything like that.
First, sign out of your old Google account:
First, click on the Sign out button
Then, click on the Sign In button at the top-right:
Click on the Sign In button
Before you create a new Google ID, you need to make sure you have completely signed out of your old Google ID. To do that, click on Sign in with a different account:
Click on Sign in with a different account
This step is scary-looking (intentionally?), but you need to Remove your account first. This doesn’t mean that you are actually closing or deleting your old Google account, it just means you are finally removing Google’s cookie from your browser.
Click here to make sure you are completely logged out
Clicking on Remove brings up this screen:
Click on the X button
Now you are finally logged out of Google!
Now you are finally logged out of Google
Now, you are ready to set up a new Google account. Click on the Create an account link:
Click here to create a new account
Click on I prefer to use my current email address
Click here to use your existing email account
And, you are finally ready to create a new Google ID, that maps to an existing business email. This could be an email ID from anywhere: you can use a Yahoo email or a Hotmail ID, as well as any email ID from your employer.
Final step
Creating a new Google ID in this way doesn’t mean you are switching to Gmail!
