In the recently added Highlights feature, we let you create your own custom highlights:
We fixed a problem where “This Week”, “Next Week”, etc. wasn’t including Overdue Tasks and cards, which could give users a somewhat misleading impression of what they needed to get done in a particular week or month.
After all, if something is already overdue, you will need to get that done this week along with anything that’s scheduled for this week!
We have replaced the old Filters feature for our Task Boards and Scrum Boards with a new Highlights feature that we think is better in every way!
Click on the Flashlight icon on the top right corner of the Kerika app:
And you will see this menu of actions:
The default is No highlights. We have a couple of built-in highlights that we know you will find useful right away:
What’s assigned to me: very useful if you are working on a large board, or with a large team, and you focus on just what you need to get done.
What needs attention: this highlights all the cards on the board that we think need to pay attention too — items that are overdue, on hold, or flagged as needing review.
Here’s how the Highlights work:
A shadow effect helps spotlight all the cards that match the highlight, making them literally pop out of the screen!
If you are working on a board with a lot of columns, there’s always a chance that something that is being highlighted is currently out of view — if, for example, it is near the bottom of a long column.
Kerika takes care of that as well: if a card that matches your highlight choice is currently out of view, a green button appears at the top or bottom, as needed, of each column to indicate that there are cards out of view that match your highlight.
The green arrow acts as more than just an indication that you need to scroll: it is also a button that will scroll the column to show you the next card that you need to see.
(Pretty cool, huh?)
We will be adding more smart highlights in the coming weeks, but in the meantime you can also create your own custom highlights:
A Custom Highlight can include any combination of people assigned to cards, status, due dates and tags.
For the due dates, we have offered several smart options that are a lot easier to use than standard date pickers:
These ways of specifying due dates — like “Due Next Week” or “Next Month” — make it even easier to set up a custom highlight.
Welcome to 2017! We have a big bunch of goodies lined up for release in the coming weeks and months, and we are going to start off with some nice improvements to the 6AM Task Summary email that you can (optionally) get from Kerika:
You now have two options: you can get all your overdue and due items sorted by date, or by board. Or both.
We quietly released a new feature a couple of weeks ago that we now want to announce to the world: you can have all your Kerika due dates appear automatically on your Mac, Outlook or Google Calendar!
All you have to do is go to https://kerika.com/preferences (or click on the Preferences link that shows up under your photo in the top-right of the Kerika app), and then click on the Start Syncing button on that page:
You can sync to your Apple/Mac calendar, your Microsoft Outlook calendar, or your Google Calendar.
Pick your preference, and Kerika will show you detailed instructions on how to start syncing.
Here, for example, are the instructions for syncing to your Apple/Mac calendar:
And here are the instructions for syncing to your Microsoft Outlook calendar:
And, finally, here are the instructions for syncing to your Google calendar:
You will notice that we have deliberately obfuscated the actual calendar URL for this particular user, in all three images above.
That’s important: your calendar URL is unique and precious — don’t share it with anyone!
As your cards on your Kerika Task Boards and Scrum Boards get new due dates, Kerika will automatically feed these updates to your personal calendar: you don’t need to do anything.
Kerika due dates always appear as “all day” events.
Please note that it’s up to Apple/Microsoft/Google to determine how quickly these updates show up on your calendar.
On your Mac Calendar, for example, you can set the frequency with which these updates appear by doing a right-click with your mouse on the calendar and selecting Get Info:
And then setting the “Refresh time” for that particular calendar. (On Macs, the fastest that iCloud allows is every 5 minutes.)
As we were “eating our own dogfood” with the new Planning Views feature, we increasingly found a need to distinguish between cards that had been scheduled for the first time, and those that were being rescheduled because they didn’t meet their original due dates.
This was probably a useful distinction for us to have made even before now, but the new Planning Views made it really important to tell which cards were slipping and which weren’t, and anyway, that’s the whole point of “dogfooding”: we use what we build, extensively, before we give it to our users, and that’s how we make great software 🙂
So here’s a simple enhancement that we think will help all teams: if a card on a Task Board or Scrum Board is rescheduled, i.e. given a new due date, the card will flag that like this:
As soon as you click on the card, the orange highlight gets turned off, and the due date is shown like any other date:
A new tutorial video, featuring our so-very-soon-to-be-released new user interface, that shows you how you can use Planning Views to manage your due dates, across all your Task Boards and Scrum Boards.
Many of our users work in globally dispersed teams; our own team is spread out between Seattle and India.
With multiple timezones, particularly when they are widely spaced apart, commitments like “I will get this done today” become a little tricky to understand.
If someone in India says “I will get this done today”, is that India time or Seattle time? Well, that depends upon where you are, when you log into Kerika.
Kerika automatically factors in differences in timezones when showing due dates: someone who commits to getting something done “today” in India is actually committing to get it done by 11:30AM Pacific Standard Time, now that the US is in Daylight Savings Mode.
So, the due date is shown in a way that’s relevant to the user’s local time: our Seattle folks see an Indian’s commitment like this
These timezone differences automatically adjust for Daylight Savings Time: there’s nothing you need to do to see when a commitment is actually due.
Except, perhaps, notice that the item is now overdue, as indicated in red in the example above…
We are delighted to introduce Planning Views, a very innovative, very unique way to view your Kerika Task Boards and Scrum Boards! (Yes, it goes way beyond what simple calendar views, like those you might get from other tools, work :-))
Let’s start with your familiar view of a Kerika Task Board or Scrum Board, which we will start calling the Workflow View from now on:
There’s now a simple drop-down that appears on the breadcrumbs, letting you switch to one of the Planning Views:
Your new viewing choices include:
Next 3 days: this will show you everything that’s Due Today, Due Tomorrow, Due the Day After, and beyond
Next 3 weeks: everything that’s Due This Week, Due Next Week, Due the Following Week, and beyond.
Next 3 Months: everything that’s Due This Month, Due Next Month, Due the Following Month, and beyond.
Planning Views provide a date-oriented view of your Task Boards and Scrum Boards: a Planning View takes your cards and rearranges into time-oriented columns.
Here’s an example of a Next 3 days view:
Our Workflow view got neatly (and quickly!) pivoted to arrange all the cards in terms of when they are due:
All cards without any due date are shown first, in the Not Scheduled column.
Next, any Overdue cards are always shown in a special column by themselves, so they can be easily rescheduled.
Beyond this are columns for Today, Tomorrow and the Day After.
And finally, there is the And Beyond column, which summarizes all the cards that have due dates beyond the day after tomorrow.
Here’s the same board, but viewed in terms of the Next 3 weeks:
Switching between these views is super-fast, and these views update in real-time: if a due date for any card is changed by anyone on your project team, no matter where they are located, this change is instantly reflected in your view.
The Next 3-months view is an even higher-level view of the board:
All these views support smart drag-and-drop of cards: if you drag a card across, or up/down a column, the Due Date is automatically changed to reflect the new date. As you move the card, the new date is shown in orange so you know exactly what will happen next:
Since your Planning Views aggregate cards that may be in different columns on your Workflow View, we made it really easy for you to see at a glance where each card is in terms of your workflow:
Navigating forward and backward in time is also easy, as is jumping to “today’s view” if you have navigated too far into the future:
As you navigate forwards or backwards, the “And Beyond” column magically adjusts to show you just what’s out of your current view!
Planning Views work just as well with Task Boards (if you are using Kanban) and Scrum Boards (if you are using Agile).
Check out Planning Views — it’s exactly the kind of great design and innovation that you have come to expect from Kerika…
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