Tag Archives: Kanban

About Kanban. See also Lean.

UI tweaks: new icons to allow for a future feature

At the time we added “In Progress” as a new status value, we also removed the “Done” status, mostly because the drop-down list of status choices was becoming rather long — and “Done” was not quite like all the other choices that we were presenting for marking a card’s status.

This is what the old choices looked like:

Old status values
Old status values

And this is what the new status choices look like:

New icons for status settings
New icons for status settings

There are two small UI tweaks here that we made:

  • A purple color is now used for “Needs review” — this previously was green, but green was really the best choice for “In Progress”, and we didn’t want to use the same color for two different states.
  • The icon for “Critical” has been changed to look like a fire: that’s because we want to reuse the old triangle icon in the future for a great new feature that we are still brainstorming — a way to mark certain cards as “troubled”.

UI tweaks: avoiding errors in the right-click menu

Building a great user experience is rarely the result of big, bold actions: more often it is the cumulative gain of a large number of very small tweaks we make to our user interface design.

Here’s an example: the right-click menu, when you click on a card on a Task Board or Scrum Board, used to look like this…

Old right click menu
Old right click menu

This menu is a little crowded, and one irritating source of errors was that people would sometimes click on one of the Move choices (Move to Done, Move to Trash or Move to Backlog) when they intended to do click on one of the others choices instead.

The irritation came from the fact that these Move operations had a much bigger impact than the others: for example, if you accidentally cut a card, you can reverse that operation by selecting the cut cards once more, which would effectively “undo” the cut.

But, if you move a card to Trash or Backlog, it was a lot more hassle to get it back: you had to make sure the Trash or Backlog was currently being displayed — and in many large boards these columns are routinely hidden from view by the user — and then find and drag that card back to where it was.

So, here’s our small UI tweak to reduce the chances of this error:

Right-click menu has new styling
Right-click menu has new styling

A simple visual cue, in the form of grey horizontal separator lines, helps remind the user that some of these right-click mouse operations are “more significant” than others, by creating a visual segregation of these options from others.

A simple UI tweak that helps reduce errors by our users, and one that adds up to a great user experience!

 

UI tweaks: Making it easier to restore Archived Projects

In a long, endless series of UI tweaks that are each small in themselves, but which we hope will collectively add up to a great user experience…

We made it easier for Account Owners to restore archived projects and templates:

Restoring from Archive
Restoring from Archive

This button is shown only to Account Owners, since the power to archive a project or template, or to restore an archived item, is restricted to the Account Owner.

An improvement to Card History

Every card, on every Kerika Task Board or Scrum Board, contains within it a full history: a log of all the changes that have been made to it.

(A few actions are ignored because they can occur so often, and are often inconsequential, e.g. moving a card up/down within the same column. In contrast, moving a card across columns is considered consequential, and is therefore logged in the card history.)

We recently made a usability improvement in the way the Card History appears: the log of changes is now shown in chronological order, rather than reverse chronological as was the case before.

This makes history look more like chat, and should make it more usable!

Easier to tell who moved a card to your board’s Trash

When a Team Member deletes a card, it just gets moved to the board’s Trash; it doesn’t get immediately deleted from Kerika’s database even though it disappears from your view right away.

That’s because the “delete” action in Kerika is really a “move to Trash” action: you are removing something from view, but not necessarily getting rid of it for good.

Any Team Member can delete a card, but only a Project Leader can completely and permanently get rid of it — in other words, “taking out the trash” is one of the privileges reserved for Project Leaders (and Account Owners).

The Trash column is normally not shown on your Task Board or Scrum Board, but you can bring it view easily by clicking on the Filter button:

Making Trash visible
Making Trash visible

 

With our latest version, it’s easy to see who moved the card to the Trash: we show this right on the card itself.

Seeing who deleted a card
Seeing who deleted a card

“In Progress”: a new Kerika feature

We are adding “In Progress” as a new status tag for cards, on Task Boards and Scrum Boards, that we think will make it easier for everyone to see which items are actually moving along.

In Progress
In Progress

Couple of reasons why we did this:

  • People get assigned too many cards sometimes, even when they are working with a “Pull” model (as opposed to “Push”), sometimes even using Work-in-Progress (WIP) Limits don’t solve the problem of easily seeing exactly what’s being worked on at any time.
Template example
Template example

In this process template, we have three buckets of activities: Background Check, IT & Facilities Setup, and Onboarding, and we have a separate In Progress column that you could use to indicate which card is currently in progress.

But, with a “In Progress” status indicator on cards, you wouldn’t need that extra column: you could work on cards from any of those three buckets and indicate their status right there. And when the work gets completed, these cards can go straight to Done!

Filtering by People: a new feature

When you are working with a large board and a large team, it’s often useful to see just those cards that are assigned to some people.

For example, you might want to just see those cards that are assigned to you, so that you can focus on getting your stuff done and not get distracted by everything else that’s going on.

With our newest release of Kerika, we have made this both possible and easy.

One quick menu choice, within our new Filter dialog, will make it possible for you to filter your view of a Task Board or Scrum Board to just see the items assigned to you:

Just my items
Just my items

If you are a Project Leader, you might want to filter your view of a board even further, and Kerika makes that easy:

Filter by People
Filter by People

 

This view is particularly handy if you are trying to deal with staffing issues: for example, if one person has called in sick, you can first filter your view to show just the items assigned to that person, and then add more cards to your view to see how busy someone else on the team is, if you are thinking of offloading the sick person’s work to someone else.

Filtering by Status: a new feature

Here’s another way that Kerika makes it easy to manage really large Task Boards and Scrum Boards: you can use the new Filter dialog to show just those cards that are flagged as having a particular status — for example, you could view just the Critical items, or just the Needs Rework items:

Kerika has several  flags you can use to identify the state of the cards on your board:

Card status
Card status
  • Ready to Pull: this means the card is ready to be picked by someone within the team, in accordance with the project’s workflow.
  • In Progress: this signals the card is being actively worked on by someone; it helps call out which cards are active, among several that may be assigned to the same person.
  • Needs Rework: this calls out the need for a “do-over” of some part of the work — e.g. if a design fails review, or work was not done as expected on a particular card.
  • On Hold: this indicates that the person assigned to that card has put it aside temporarily, usually because the person got diverted by some other work (which presumably is now marked as “In Progress”).
  • Is Blocked: not good; it means that the person who has been assigned that work is not able to progress as they would like to, due to forces beyond their control. Time for the Project Leaders to intervene!
  • Critical: hopefully this gets used sparingly…

Use Kerika’s new Filter by Status capability for your project status review meetings: it’s easy to see which cards are going well, and which ones need help.