When you have a task (card ) details open, you can swipe left to right to switch between the tabs:
When you open a task on your phone, it opens to the DETAILS tab by default. Swipe right and you will get to the next tab (CHECKLIST); swipe again and you will get to CHAT.
You can go back the same way by swiping left. And when you swipe left from the DETAILS tab, it will close the task details and return you to the board view.
When we first designed our mobile app we assumed that people would be using Kerika primarily on the desktop, and only occasionally on mobile phones. That assumption is not true: increasingly we are seeing new users who are “mobile-first”.
This has prompted us to make a bunch of small improvements to our mobile app, mainly to make sure as much of the desktop functionality is available on the phone as well.
You can now copy a task card as markdown, to make it easier to input that into an AI service.
You can now easily switch between the tabs of a task details dialog (Details, Chat, Attachments, etc.) using a swiping gesture.
One thing that’s still not supported, and probably never will be, is buying subscriptions using a phone. That’s because both Google and Apple charge outrageous commissions for purchases made from a phone, which is why even giant companies like Netflix don’t support purchases directly from a phone.
In our latest update to the Kerika app, on desktop and mobile, we have made the AI Helper even more helpful. Previously it would provide only guidance: it would suggest ways you could improve individual tasks or boards, but it would leave it to you to make all the changes.
Now, it can do that work for you: ask it to create a task for you, for example, and it can do so very well — complete with all the relevant details. Here’s an example of creating a new task, and then asking the AI Helper to move it:
Before acting, the AI Helper lets you preview each change and decide whether to approve or reject them. Here’s an example, from start to finish:
First, the user uses one of the “quick action” shortcuts that show up when you start a new chat in the AI Helper, in this case the one that asks the AI Helper to suggest adding any cards that may be missing from a board:
The AI Helper takes a look at the entire board and then makes a suggestion:
When the user tells the AI Helper to proceed, Kerika lets the user see exactly what would be added and where:
In this example, only a single change is being made; if there were multiple changes being made the user could preview each one and accept or reject changes individually. The new card that’s being added to this Task Board is also highlighted, in the bottom left corner of the board.
The user can open the new (suggested) task to make sure it meets their requirements:
Buttons are shown for ACCEPT and REJECT.
The AI Helper can work with all aspects of a Task Board including its settings, as shown in this example:
The suggestions are shown as links you can click on (“Board Settings”) in the example above.
Clicking on the link opens the relevant dialog and lets you review the proposed changes if you would like to:
If you reject the AI Helpers suggestion, that’s noted in the chat stream:
We have made a small change to how Tag preferences are handled: previously they were set at the Board level, by individual Board Admins, but now they are set at the Account level by Account Owners and Account Admins.
This can be done by going to your Manage Account page and selecting the OTHER SETTINGS tab:
We have very significantly improved the AI Helper to now work as an assistant within Task Boards, and even within individual cards (tasks) on a Task Board.
To use, click on the AI button that appears on the bottom right corner of the Kerika app, on the desktop or mobile. Here’s an example of what it looks like, for desktop users:
Let’s take a closer look at the components of the AI Helper pane:
On the top-right corner are buttons to access old AI Helper Chats, and to close the AI Helper pane:
Old Chats
The old chats are shown in reverse-chronological order, with the most recent on top:
You can resume any old chat at any time, if you want to return to a particular discussion you had with the AI Helper. It’s useful to keep different discussions in different chat streams, because that helps the AI Helper understand more easily the context for your requests.
Quick Actions for Boards
Within the main body of the AI Helper, shown whenever you start a new chat, are some Quick Actions:
These are:
What should I focus on today? A common question that many users face, particularly when they are working on a large project, with many tasks underway and all in different stages of progress.
What’s overdue or at risk of slipping? Something that’s particularly important to project managers (Board Admins) who need to make sure everything is going well, not just their personal tasks.
Give me suggestions for improving this board. This can help everyone, but Board Admins in particular: the AI Helper can take a look at the entire board and see if the team is using Kerika to its fullest capabilities — are the columns, representing the workflow, optimal? Are tags being used to gather together related tasks? And so on.
Suggest any new tasks I should add. Here the AI Helper looks at all your tasks and tries to identify any steps that are missing from your project’s workflow.
Draft a status update I can share. If your manager keeps asking for status updates (and they really shouldn’t, because with Kerika you can add them as Visitors so they always have a real-time view of what’s going on!), this handy Quick Action will take care of drafting a status report for you.
Show me what I can do with this board. This is another way of making sure you are using Kerika optimally to achieve your project goals. The AI Helper can identify tasks that need priorities and due dates to be set, and much more.
Quick Actions for Cards
There are Quick Actions for individual cards on Task Boards as well: you can see these when you open the AI Helper after having opened the card first.
While the AI Helper focuses on the entire board when no individual card is open, here the AI Helper focuses on a single card. The Quick Actions are:
Is this task on track? The AI Helper looks at whether there is a due date or priority set, and whether the task needs a checklist of sub-tasks to make it easier to get the task done.
Break into subtasks. A handy one-click way of getting a complete set of sub-tasks that will help get this task done faster and better.
Improve this card. The AI Helper can improve an individual card in many ways: suggesting better task titles or details/descriptions, use of tags, due dates, etc.
Bring me up to date on this task. Kerika is ideal for globally distributed teams working across different geographies and timezones. (The Kerika team itself is a globally distributed team, and has been from the very beginning.) This Quick Action summarizes activity on this card in an easy-to-understand format.
Is this task connected to any others? Very helpful when you have a lot of things going on in a large board, with many tasks underway.
Draft a status update I can share. Another handy way to deal with managers who insist on (daily?!) status updates.
Show me what I can do with this card. Similar to the Quick Action for Boards, but focused on a particular card.
We would to hear from you on how well the AI Helper works in general, and whether our Quick Actions can be improved!
Our AI Helper just got better at creating new boards and templates: although it looks the same as before, behind the scenes it now can do Web searches to find relevant material to use for building what you need.
This means that you can now make more general requests to the AI Helper, like “make a board for me to learn about AI agents”. To build this board, the AI Helper will automatically do a Web search to find the best articles out there that cover AI agents, and then build a learning board for you.
If you are working on a Task Board, the Board Settings dialog’s Column tab can now let you hide or show columns.
To use this feature, open the Board Settings dialog by clicking on the gear button that appears on the top-right corner when you are viewing a Task Board, and then switching to the COLUMNS tab.
When you hover over any column in the list an options button (three dots) will appear:
Click on that and you will see the Actions menu.:
The Columns tab of Board Settings dialog for Task Boards
This makes it easier to manage boards with large numbers of columns.
We are thrilled to announce a partnership with Twine, a global expert network that major companies are using to outsource all kinds of work:
Designers
Animators
Musicians
Filmmakers
Photographers
Marketers
Developers
Illustrators
Twine has over 500,000 registered members already, and is growing fast — and we are thrilled to be partnering with them to help Twine’s freelancers and clients get more done using our Task Boards.
Twine’s users are exactly the kind of folks that Kerika was designed for: creative people, developers, freelancers and businesses that need to come together quickly to execute on a project. In an environment that’s that fast-moving, having access to a task management tool that’s designed specially for remote and distributed teams, with a design that’s simple enough for anyone to get going with, is essential.
And that’s where Kerika can help Twine’s community.
As part of this partnership we will develop custom templates that can help Twine projects get going faster. And that’s just a starting point: we hope, over the coming months, to deepen this relationship!
Board Admins can now invite people to join their boards as Team Members or Visitors by simply sharing a unique link that’s created for each board. We added this function because some of latest users include schools that want to add large groups of parents to boards with a single action. Here’s how it works:
When you open the Board Team dialog (as a Board Admin), you will see a new option at the bottom, called Let People Join Using a Link:
Let People Join Using A Link
Clicking on this will bring up a dialog that let’s you create links for adding people as Board Admins, Team Members, and Visitors:
Creating Links
For additional security, separate links are created for each role: Board Admin, Team Member, and Visitor. When you turn on one of these options, Kerika will create a special link that you can then send to a large group of people to join you board.
Link Created
(We obscured the link in the screenshot above, for our own security!)
When you create a link, it’s also automatically copied to your clipboard for easy pasting in an email or chat.
If you are concerned that the link may have been compromised, perhaps because the people you sent it to have carelessly passed it on to others, you can always turn it off: turning off a link will automatically make it useless for future use.
We are making a change to the names of the Done and Trash columns on Task Boards, to make it easier for new users to understand what these columns represent.
The Done column will become Completed and the Trash column will become Deleted.
Looking at the demographics of our new users, we found that over 80% had never used any kind of boards before, and we think the new names will be easier for them to understand.
This is just a naming change, there’s no difference in functionality.