Tag Archives: Document Management

Usability tweak: reordering Board Attachments

We have made it easier for you to re-organize all the Board Attachments on your Kerika Task Boards and Scrum Boards: you can grab any of these and drag up or down the list to re-order them:

Drag handles on board attachments
Drag handles on board attachments

Use the drag-handle shown on the left edge of the attachment to drag it up or down.

Dragging board attachments
Dragging board attachments

(And, by the way, this feature is also available for Card Attachments.)

Changing the Owner of a Board

People usually don’t pay attention to the question of who owns a particular board, but it is an important question to consider when you create a new board: the Account Owner owns not just the board, but also all the files attached to cards and canvases on that board.

This is not always important (and often not important in day-to-day use of Kerika): our deep integration with Google and Box ensures that everyone who is part of the board team has automatic access to all the files needed for that board, with access permissions managed according to each individual’s role on the board: Board Admins and Team Members get read+write access; Visitors get read-only access.

(And, as people join or leave board teams, or their roles on a particular board’s team changes, Kerika automatically manages their access to the underlying project files, regardless of whether these are being stored in Google or Box.)

But when someone is planning to leave an organization, the question of ownership can suddenly become important: you don’t want an ex-employee to continue to own critical project files.

Changing ownership of boards was not something that was easily done in the past — there were workarounds, but they were fairly cumbersome and obscure — and we mostly handled these as special requests, on a case-by-case basis.

With our newest update to Kerika, this is no longer the case: changing the ownership of a board is a simple process that can be initiated at any time by the current owner of a board:

Change Board Owner
Change Board Owner

You can ask any other Kerika user, who has signed up the same way as you did (i.e. either as Kerika+Google, Kerika+Box, or by directly signing up) to take ownership of a board. Because this is a consequential action, not something you should rush into, you are asked to confirm your intention by typing the word “YES”:

Confirming change in ownership
Confirming change in ownership

Once your request is sent off to the other user, the board is in a frozen state: existing members of the board team can continue to view the board, but no one can make any changes:

Board waiting for new owner
Board waiting for new owner
Board frozen while waiting for new owner
Board frozen while waiting for new owner

If you change your mind, you can cancel the request before it has been accepted.  This can be done by selecting the board from your Home Page:

Cancel ownership request
Cancel ownership request

You can also find your pending request in your Sentbox, and cancel it from there:

Cancelling pending request
Cancelling pending request

Note: once a board’s transfer is complete, it can’t be undone by you. If you really need to get ownership back of a board, you will need to ask the new owner to transfer the board to you.

An important caveat for Kerika+Google users

We try to ensure that files attached to a Kerika+Google board have their ownership changed at the same time as the board itself is transferred, but there are some limits to how Google will allow for a change in ownership:

All Kerika-related files are stored in a set of folders in a user’s Google Drive, organized by account and board.

Google let’s us change the owner of a folder, so we can make sure that when a board is transferred the ownership of the associated Google Drive folder is also changed.

However, for the individual files contained within the folder, Google only allows for a change of ownership of files that are part of Google Docs: documents, spreadsheets, presentations, forms, etc.

Files like images (.jpg, .png, .gif), zip files, and PDFs, for example, retain their old ownership between the Google API doesn’t let Kerika change the ownership of these “non-Google-formatted” file types.

Detecting if third-party cookies are disabled

If you have signed up directly with Kerika, we use the Box Platform to store your files for you — Box is a secure, reliable cloud service and we have been a partner with them for several years.

But we do all this for you: efficiently, quietly and behind the scenes.

Which means you may never notice (and, really, you shouldn’t have to…)

However, we found that some users automatically block third-party cookies (this is a browser setting available in all types of browsers).

This was causing problems for the preview function for these users: when a user clicks on a file attached to a card or canvas, that’s getting stored in Box by Kerika for that user, we use Box’s Preview function in the form of an IFRAME.

Using an IFRAME enables us to add some Kerika-specific features, like automatic version tracking, to the standard Box Preview function.

This, however, requires users to allow Box.com to set a cookie, and this can fail if the user has never permitted Box.com to set cookies, or is automatically blocking all third-party cookies in their browser: when you are using Kerika.com, Box.com is effectively a third-party to the connection.

We want to make sure people understand this can be a problem, so we have added some smarts to Kerika to detect when people who have signed up directly are blocking Box.com.

If this is the case, a pop-up dialog box will appear explaining why the Preview function won’t work correctly without allowing Box.com’s cookies to be stored in the browser.

Attaching content to the board itself, not just to cards

We have added a new feature that should prove handy for a lot of folks: you can now add content — files from your laptop, images from your mobile or tablet, Web links from your Intranet or the Internet, or canvases — to a Task Board or Scrum Board itself.

If this sounds like something that was always there, maybe we need to say that differently: you used to have the ability to add content to a card, now you can add it to the board itself.

There are many situations we have encountered where we want to share content or a canvas with a team, but there wasn’t any obvious place to still it — no single card on the board that seemed like the right place to attach that content.

And that’s because the content we wanted to add was applicable across the entire board, not just relevant to a single card.

This was getting frustrating, so we decided to scratch our itch: a new button on the top-right area of your Kerika app will let you add files, Web links and canvases to the board itself:

Board Attachments
Board Attachments

This should make some of you as happy as it has made us!

How Project Settings Work in Kerika (A Preview of Coming Attractions)

Here’s a teaser video of the new Kerika user interface, which we are getting close to releasing…

Among other things, we will consolidate and improve a bunch of project management features under a new “Project Settings” button.

Check it out:

A quick refresh to Kerika, before we take a holiday break

We did a quick refresh to Kerika today, and we will be quiet for a while our development team — which is based in India — takes a well-earned Diwali break for about 2 weeks.

Today’s new refresh includes the following:

  • “Critical” has been added as a status flag for cards; you can also search for Critical cards with Advanced Search.

We will be back after the break with more great stuff rolling off the presses 🙂

One-click integration with Box Notes and Google Docs: a new feature

Here’s another new feature: you can create a new Box Note or Google Doc (depending upon whether you are using Kerika+Box or Kerika+Google) from within a card itself, and have that attached automatically to your card.

Adding a new Box Note
Adding a new Box Note

A single mouse-click is all that it takes to create a new Box Note or Google Doc, add it to your card (on any Task Board or Scrum Board), and open that Box Note / Google Doc and start using it.

When you are done editing your new Box Note / Google Doc, you can come back to Kerika and you will find it is already attached to the card where you were working!

All in one mouse-click!

One small adjustment you might need to do: many browser will automatically block pop-up windows. When you create a new Box Note or Google Doc, Kerika tries to open it immediately in a new browser tab, so that you can start using it.

If your browser gives a warning about a pop-up window, please allow pop-ups from Kerika — this is the only use of pop-ups by Kerika, and it makes a great feature even better!

Pop-up warning
Pop-up warning