Tag Archives: Kanban

About Kanban. See also Lean.

How to make sure someone sees your Chat

With our latest update we have made it easy for you to ensure that someone on a board team always sees your chat message, even if they are not assigned to that card.

The old rule was that everyone who is currently assigned to a card would get new chat pushed to them as emails.  Now, you can make sure someone gets that email notification right away, even if they aren’t assigned to a particular card:

Screenshot showing examples of directed chat
Directed chat

Using this feature is simple: just type the letter “@” anywhere in your chat message and Kerika offers all the matching suggestions:

Screenshot showing example of sending new chat
Sending new chat

“@All” lets you push your chat to every Board Admin and Team Member — something you should do only rarely to avoid annoying people!

Try this feature and let us know if we can improve it.

Some improvements for Task Auto-Numbering

We got feedback from some users after our last big release on how we could improve the user experience for folks who like to use the auto-numbering feature for Task Boards, and we have made these changes:

When you open a task, it’s number is shown (but can’t, of course, be edited)

Screenshot showing the Task Details dialog with numbering turned on
Editing a Numbered Task

You can now search for a numbered task simply by typing “#number” in the Search box

Screenshot showing how search by task number works
Search by Number

A more space-efficient layout for Task Boards

We have redesigned the Task/Card details dialog to provide a more space-efficient layout, so you can see more of what you need without having to scroll:

Screenshot showing the Task Details dialog
Task Details

What used to be vertical tabs for Details, Chat, etc., is now a compact horizontal tab; this frees up a lot of space to see the details of the tags.

The other big change we made is to make the Priority setting separate from other Tags:

Screenshot highlighting position of Task Priority field
Task Priority flag

Clicking on the star will bring up your task priority options:

Screenshot showing possible values for Task Priority
Task Priority

Moving entire columns of tasks (cards)

We have added a new function to let Board Admins and Team Members move an entire column of tasks (cards) with a single action, within a single board or across multiple boards in the same account.

The function can be accessed by from the  menu that appears as a pop-up when you click on the dots on the top of each column, as well as when you use the right-click mouse action on any cards:

Screenshot showing the Task Options menu
Move entire column

If you choose the Move to another column action, a pop-up dialog appears that lets you choose the column you want to move these cards to:

Screenshot showing the Move to Another Column dialog
Move to another column

If you choose the Move to another board action, a new dialog appears that lets you choose the board where you want these tasks to go to:

Screenshot showing moving cards from one board to another
Move to another board

After selecting a destination board, you can then pick the exact location of the column you are moving, relative to the columns that are already on that board.

And, as you can see, from the screenshot, you are also able to move columns from boards in one account to another account where you are also an Account Member.

Virtual Teams: How to Make Them Succeed

At this year’s Lean Transformation Conference in Tacoma, Washington, Arun Kumar spoke on the subject of “Virtual Teams: How to Make Them Succeed”.

A synopsis of the presentation:

Virtual teams can be as successful, even more so, than traditional (collocated) teams – but you need to understand how the project dynamics change when everyone can’t be in the same room at the same time. In this session we will cover the key success factors to building a high-performing virtual teams: how you can plan your work, run your daily standups, communicate, and share content. We will discuss the different roles and expectations of Project Leaders, Team Members and Visitors, and how people can juggle multiple projects at the same time.

The presentation was an hour-long, including Q&A; here’s an edited version of the talk (about 45 minutes long.)

Arun Kumar, on how to Make Virtual Teams Succeed