A new tutorial video, part of our ongoing effort to create short learning opportunities for our new users, each focusing on one aspect of using Kerika.
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:
This email can show your tasks organized in two different ways, and, if you like, you can get both sent to you every day:
A typical task summary, where tasks are grouped by date, would look like this:
The board names and card names are also links that you can use to open the relevant work item.
If you create a list of tasks on a card on a Task Board or Scrum Board, Kerika does a bunch of stuff in the background to make sure your view of what’s due, at the card level, board level and account level, are always correct.
We found a couple of edge cases where the due dates on tasks wasn’t rolling up correctly to the card level, potentially giving users a misleading view of what was currently due for them:
Both bugs have been fixed. They were real edge-cases, so it’s likely that most users never noticed them in the first place, but still…
We have made it easier for teams to manage multiple Due Dates within the same project, especially when a single work item (as represented by a Task Board or Scrum Board card) contains many different sub-tasks, each of which could have a different Due Date.
Where a card has multiple tasks, each with different Due Dates, the range of dates is shown on cards to make it easier to understand the “time footprint” of the work item as a whole.
Here’s an example of a card with two open/remaining tasks, one of which is due today and the other tomorrow:
When viewed on a Task Board or Scrum Board, Kerika will show the range of dates involved for this card:
This provides better context, better usability for users who work with due dates: at a glance you can see the overall “time footprint” of a work item that involves several sub-tasks.
The What’s Assigned to Me and What’s Due Views are now smarter about handling multiple due dates for the same card: if just one task within a card is overdue, even though the card as a whole isn’t yet overdue, this is shown in the Overdue column in these Views.
Your 6AM summary email (which you can turn on optionally) now lists the due dates on individual tasks within cards, as these become overdue or due this week or next week.
With our latest version, a task within a card (on a Task Board or Scrum Board) can now be assigned to multiple people, just like the card itself.
This makes it easier to handle more complex work items that contain a large number of tasks, each of which may require more than one person to handle.
To make this work, we have also updated the What’s Assigned to Me and What’s Due Views to make sure everyone who is assigned to a task, where tasks have multiple people responsible for them, sees this clearly.
This option lets you quickly spot all the cards on a board that are overdue, and it does so in a smart way:
This smart highlight makes sure that you are aware of everything that’s overdue, even it is just one task that’s buried within a card on a large board.
Here’s what the highlighted board looks like:
All Kerika users have the option of getting an email sent to them at 6AM everyday, in their local time, that summarizes all the cards that are overdue, due this week, and due next week.
(Actually, we have two options for this email: you can get these cards summarized by due date, or by board. Or both.)
This is turned on by default for new users but you can change your preferences at https://kerika.com/preferences.
We have improved this email to include Tasks as well as cards.
This required some smarts in the code to handle scenarios where a Task’s Due Date is different from the Card’s Due Date, but we managed to do this nicely.
We have improved the Sort by Date feature to allow you to sort in ascending or descending order of Due Date.
Sort once, and the sort will be in descending order: i.e. the due dates closest will appear on the top of the column.
Sort again, and the sort will be ascending order: the closes due dates will appear at the bottom of the column.
We made some user interface tweaks to make sure people are aware of a really great feature in Kerika that’s existed for a while, but was buried in a Preferences screen that not everyone paid attention to: you can have your Kerika Due Dates automatically show up on your Google, Microsoft or Apple Calendar.
Well, that’s buried no more: we have added a Calendar Synch button in a more prominent place on the top-right of the Kerika app:
Clicking on this button will let you choose the type of calendar you want to synch with:
(Hint: you can have your Kerika Due Dates synch with more than one calendar, if you like.)
Pick your favorite calendar type, and you will see detailed instructions on how to set up syncing of your Kerika Due Dates. Here’s an example of syncing with Apple Calendars:
The URL is personal, and should be kept confidential. (That’s why we aren’t showing it in the illustration above.)
The URL is long and random so it will be impossible for others to guess, but it’s not a good idea to share it with others unless you really want them to know all your Kerika Due Dates, e.g. if you have an assistant or delegate that helps manage your daily schedule.
At long last, we have built Views — one of the most commonly requested features, and something that we had been obsessively designing and redesigning over years, trying to figure out the best way to handle this need.
We are starting off with four standard Views, and we will built more in the future, and add a way for you to build your own Views as well.
The Views we have built are:
What’s Assigned To Me
The most commonly asked for feature by people who are working on several projects — and, hence, several boards — at the same time. This is what it looks like:
Everything that’s currently assigned to, on all boards except for those that are in the Trash or Archive, are collected for you into a single View, where cards are organized as follows:
It is a comprehensive summary of everything you need to get done, and it will be invaluable for managers and anyone else who has to work on multiple projects at the same time.
If you select a card in a View, like this
You get quick access to key actions:
Open opens the card right there, inside the View itself. View Board, on the other hand, opens the card in the board in which it is located.
Both are useful, depending upon the card and what you want to do: in some cases you just need to update a particular card — e.g. reschedule it, add a comment or file — and opening the card in the View itself, which is very fast, is enough.
In other situations you might want to be sure you are understanding the context of the card, and it is better to see where it is on the board that contains it. This can be helpful for cards that you are not quite sure about.
This View will be particularly helpful to managers (Board Admins): it summarizes everything that’s due, on all boards where you are one of the Board Admins:
Cards are organized for you as follows:
For this View, as with the What’s Assigned to Me View, we try to be smart about not showing duplicate cards: if something is due today, for example, it will show up in the Due Today column, but not get duplicated in the Due This Week or Due This Month column.
This makes it easier for you to plan your schedule: you can see what needs to get right away, and what needs to get done later.
What Needs Attention
Again, a View that will be of particular interest to managers concerned with several ongoing boards:
Here, Kerika tries to show everything that needs a little extra attention: things that are
These items typically represent your risk profile across all your boards, and Kerika brings it all together in a single View.
What Got Done
Great for anyone who needs to produce a status report, or any manager who needs to monitor progress across many different projects:
Across all boards where you are a Board Admin, this View summarizes
All your Views can be accessed from a new tab called Views (naturally) on your Home Page:
On each View card, Kerika shows how many items are included in that View, and as of when. The Views are automatically refreshed when you open them, but in-between they are not updated because we do not expect the information shown to change on a second-by-second basis.
If you are worried that your View is out of date, you can update it by selecting it on your Home Page:
You can also update any View that you currently have open, by clicking on the Refresh button shown on the top-right of the View:
We will let you go crazy with these Views, for now. In the future we will add more (we already have some ideas on that front, but would love to hear from you as well!) and also add a Custom View capability.