Tag Archives: Scrum

About the Scrum methodology. See also Agile.

AI Helper can now work within boards and individual cards

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:

Screenshot shows the AI Helper that appears when the a desktop user clicks on the AI Button that appears on the bottom-right corner of the Kerika app.

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:

Screenshot of the top part of the AI Helper, showing buttons on the right: a grey button to access old AI chats, and a magenta button to close the AI Helper pane.

Old Chats

The old chats are shown in reverse-chronological order, with the most recent on top:

Screenshot showing an example of old AI Helper chats.

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:

Screenshot showing the Quick Actions available within the AI Helper pane, when the AI Helper is invoked from a Task Board.

These are:

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.

Quick Actions shown when a card is opened on a Task Board.

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:

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. Draft a status update I can share. Another handy way to deal with managers who insist on (daily?!) status updates.
  7. 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

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.

A naming change for Done and Trash

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.

It’s easier now to see how many checklist items remain

We made a small UI improvement that makes it easier now for you to see how many Checklist items (subtasks) remain open on a card:

 

A number will appear next to the Checklist icon when you are looking at tasks on a board: this is the number of open Checklist items for that task. We don’t show the total number because it’s the remaining ones that are more important, but if you hover over the number a tooltip will show you that as well:

It’s now even easier to catch up on changes in attachments and checklists

The orange arrow that appears at the top or bottom of a column when there are unread updates that are out of view has proved to be a very useful and popular feature, so we have extended the concept to work inside of tasks (cards) as well: if there is an unread change to a checklist item, or attachment, that’s out of view for you, an orange arrow will appear to help guide to you it:

The way these orange arrows work is very intuitive: just click on it to have the view scroll up automatically to show the next unread checklist item or attachment.

You can now add chat to cards in Done and Trash

Previously, when a task card was moved to the Done or Trash columns on a Kerika Task Board, it was frozen: no changes of any kind were possible.

We have loosened this restriction a little: now you can add chat to these cards. We found there were situations where someone needed to add a comment on a card after it had been moved to Done or Trash, so we are being flexible!