OK, another tutorial video done: this time on how to use Kerika with Box.
Kerika works seamlessly with Box for secure storage of all your project files: just sign up as a Kerika user with your Box ID, and all your Kerika files will be stored in your own Box Account, where they will always be under your control.
This tutorial video shows you how.
Intended audience for this video: new Kerika users who want to leverage Box.
Views are unique to Kerika: no other work management system provides such an easy way to see what matters, across all the boards you are working on.
These Views make it easy for organizations to really scale up their use of Kerika across multiple projects and many ongoing projects at the same time.
We have now added a very useful new View: What’s New and Updated. As you might guess from the name, this View lets you catch up on everything that’s new and changed, across all the boards you are working on — as a Board Admin, Team Member or Visitor.
This View can work very effectively as a Dashboard for managers who need to keep track of many different boards, all working at the same time: instead of constantly revisiting each board one-by-one, this View is a simple, comprehensive way to see everything that’s changing across all your boards.
The updates are shown in Kerika’s unique “heads-up” notification style: the blue New tags highlight cards that have been newly added to your boards (that you haven’t opened yet), and the orange highlights show you precisely what’s changed on your old cards.
The new and changed cards are sorted into columns, with each column containing all the new and changed items within a particular board. The newest changes appear at the top of a column, and if a board has nothing new to report, the corresponding column is not shown (so your View doesn’t get cluttered up.)
(Cards that are moved to the Done or Trash columns on a board are not included in the View, to help avoid getting the View cluttered.)
As with all Views, it’s easy to operate on all the cards within a column, by selecting the Column Actions button that appears on the top of each column:
The Mark All Cards As Read action is useful if you want to ignore everything that’s going on in a particular board, e.g. when you have just returned from a status meeting where you got fully briefed on what’s happening on a particular board.
Another way to temporarily ignore individual boards is to Hide Column: this collapses the column from the View, and let’s you focus more intently on the handful of boards you care most about.
Selecting a card in this View lets you open the card within the View itself, or to open it on the board where the card actually sits:
(Sometimes it’s easy to deal with cards just by themselves; sometimes the View Board action is more helpful, if you want to be sure you understand the full context in which a card changed.)
Using your mouse’s right-click action will also bring up a bunch of useful actions for that card:
In addition to all the other actions you can perform on cards, you also have the option to get the URL (address) of card using the Get Link action. Every cards, every canvas and every board in Kerika has a unique address, and using these URLs anywhere on a board, e.g. in the board’s details or chat, will automatically set up a link between the two cards.
When you mark a card as “read” on this View, it remains on the View until you click on the Refresh button (shown at the top-right corner of the View).
And, as with all Views in Kerika, the What’s New and Updated View includes the “For Me” toggle button on the top-right corner: clicking this will quickly filter the View to show you just those items that are personally assigned to you.
This feature is available to all our users, just like every other feature in Kerika: it doesn’t matter whether you are still in your 30-day free trial, you are working on the free Individual Plan, or are benefiting from Kerika’s free Academic and Nonprofits Accounts. Everyone always get the same Kerika goodies 🙂
We have improved our Views feature to include a simple toggle that lets you filter the entire View to show just those items that are assigned to you.
This new toggle appears on the top-right corner of the View, and we have added a Tip to help you understand the function:
Clicking on the toggle will immediately shrink the View to show just those items that are assigned to you:
All the other items are hidden from the View, and a simple count at the bottom of each column shows you how many items are assigned to others. In the example shown above, 1 item is assigned to someone else, and is due today.
It’s a simple, fast feature that we think shows the best of Kerika’s design approach 🙂
This feature has been added to all of our Views that need this:
We have offered free accounts to small nonprofits and schools/universities from the very beginning of Kerika’s existence, but this was always on an ad hoc basis: someone would occasionally ask us for a free account for their school or nonprofit team, and we would agree.
Looking back, we found that we agreed to almost 99% of all the requests that ever came to us: the only situations where we turned someone down were
When we couldn’t figure out what the nonprofit was doing, or even whether it really existed. (Having a domain for your school/nonprofit really helps, even if it is not in English.)
When the school was for-profit, (We dodn’t see why we should subsidize for-profit organizations.)
When the organization was essentially a governmental entity that was getting funded through public money in a normal way.
With these caveats aside, we have tried to be very generous and helpful for small organizations that are doing philanthropic work, or are schools.
But our old process for dealing with these requests was really haphazard, and when we implemented our new billing system and improved account management features, we also made it easier for us to grant nonprofit status to a much larger group of organizations, providing they are small teams.
Our new process makes everything much easier for schools and nonprofits: we are whitelisting entire domainsso that everyone from that domain who signs up automatically gets a free Academic & Nonprofit Account.
This means that only person ever needs to make a request on behalf of a school or university: if that gets approved, we will approve it for everyone from that school/university.
With a free Academic/Nonprofit Account you can have up to 10 people working on boards owned by that account: it doesn’t matter how many boards you have, or how big these boards are.
If you need more than 10 people, you will need to sign up for a Professional Account, which is $7 per user, per month (normally billed annually, as $84 per user).
Here’s a partial list of schools and universities we have already whitelisted for free service:
Adler Graduate Professional School, adler.ca
American Quality Leadership & Educational Management, aqlem.com
Arizona State University, asu.edu
Austin Community College, austincc.edu
Australian Pacific College, apc.edu.au
Bethlehem University, Palestine, bethlehem.edu
Boston University, bu.edu
California State University, Fullerton, csu.fullerton.edu
Campbell University, campbell.edu
Carnegie Mellon University, cmu.edu
Catholic Education Diocese of Wagga Wagga, Australia, ww.catholic.edu.au
Clemson University, clemson.edu
Cochise College, cochise.edu
Coconino Community College, coconino.edu
College Euroamericano, Monterrey, colegioeuro.edu.mx
College La Grange du Bois, Savigny Le Temple, clg-la-grange-du-bois-savigny-le-temple.fr
Colorado State University, colostate.edu
Cornell University, cornell.edu
Crefito-3, Sao Paulo, crefito3.org.br
Duke University, duke.edu
Edmonds Community College, edcc.edu
Escuela de Educacion Secundaria Tecnica No. 5 de San Martin, Argentina, galileo.edu.ar
Everett Community College, everettcc.edu
Faciplac, Brasilia, faciplac.edu.br
Fundacion de Estudios Superiores Universitarios, Medellin, fesu.edu.co
George Fox University, georgefox.edu
Humboldt State University, humboldt.edu
ICDL Colombia, icdlcolombia.org
Iḷisaġvik College, ilisagvik.edu
Indiana University, iu.edu
Institucion Universitaria Colegio Mayor del Cauca, Colombia, unimayor.edu.co
Instituto Potosino de Investigacion Cientifica y Technologica, Mexico, ipicyt.edu.mx
Instituto Superior de Ciências Económicas e Empresariais, Cape Verde, iscee.edu.cv
Instituto Superior de Formacion Docente Salome Urena, Dominican Republic, isfodosu.edu.do
Iowa State University, iastate.edu
Kalamazoo Valley Community College, kvcc.edu
Kirtland Community College, kirtland.edu
Kuruwi, Cabo San Lucas, kuruwi.edu.mx
Lane Community College, lanecc.edu
Macquarie University, mq.edu.au
Maricopa Community Colleges, maricopa.edu
Michigan Tech University, mtu.edu
Mid Michigan College, midmich.edu
Milwaukee Area Technical College, matc.edu
Mount Holyoke College, mtholyoke.edu
Mount Wachusett Community College, mwcc.edu
Mundo Sin Fronteras, Oaxaca, sinfronteras.edu.mx
National Kaohsiung University of Science and Technology, Tawian, kuas.edu.tw
National Taiwan University of Science and Technology, ntust.edu.tw
Newman University, newmanu.edu
North Carolina State University, ncsu.edu
Oregon Health Sciences University, ohsu.edu
Ośrodek Szkolenia, Krakow, straz.edu.pl
Paul Cuffee School, paulcuffee.org
Philadelphia College of Osteopathic Medicine, pcom.edu
It’s hard for us to get the balance right between making sure our users don’t miss out on important project updates, while avoiding the impression that Kerika is “too chatty”.
We are changing out default preferences settings — this will affect new users only, not existing users — to have most notifications emails turned OFF by default:
One reason for this change is that our Views feature does a good job of providing an overview of important updates across boards — and we are going to make it even better in the near future — so for new users in particular, we don’t want to give the impression that Kerika will increase their incoming emails, rather than actually streamline their existing communications.
We have made a change to the Card and Board Attachments feature to prevent users from changing the extension of a file they have already added: for example, a “.xlsx” file can’t be renamed as a “.docx” file.
We did this because changing the file type often had unpredictable consequences when a Team Member tried to upload an attachment.
This restriction applies to the most common file types, not all. Here’s how it works:
In the example above, an image has been added as an attachment to this card, and it has the .PNG file type/extension.
When you hover your mouse over any attachment, Kerika will show you the actions that are possible with that attachment, one of them being Rename.
If you select Rename, Kerika will make sure you only change the file name, not the file type/extension (.PNG in this example):
We used to have a feature that let you get a task summary email from Kerika everyday at 6AM that summarized all the things that you were responsible for that are overdue, due this week or due next week.
When we introduced the Views feature, we thought perhaps this 6AM email was not needed any more, so we took it out of the user interface for a few months — although people who had previously been using this feature continued to get their daily emails.
It seems like we underestimated the usefulness of this feature: new users started asking for something just like it, so we have brought the feature back. (And thanks for helping us understand we had screwed up in taking it away.)
You can access this feature from your Preferences page:
“Responsible for” includes not just the items that were assigned to you, but also items on boards where you are a Board Admin (and, presumably, have some responsibility for.)
This email can show your tasks organized in two different ways, and, if you like, you can get both sent to you every day:
A typical task summary, where tasks are grouped by date, would look like this:
The board names and card names are also links that you can use to open the relevant work item.