Tag Archives: Task Management

About Task Management in general, and how Kerika takes care of 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

Kerika’s New Search Capabilities

We have completely rebuilt Kerika’s search capabilities, both on the back end and on the user interface, to make it much easier to find tasks (cards) and documents across all your Kerika boards.

Screenshot showing Task results from Search
Search Task Results

Search results are organized into two tabs at the top: Tasks and Documents.

Within each tab, results are further segmented into two tabs: This Board, and Other Boards.  This makes the most common use of Search even easier: most people want to find something that’s on a large board that they are viewing.

For each search result Kerika shows you what part of the task/card matched the query; in the example above, the search term showed up in 8 Board Chat messages.

Clicking on a search result gives you two action buttons: Open the task/card, or get a link to that task.

The search results are ranked by relevance; we spent weeks fine-tuning the algorithm based upon real-world usage and we think we have got it right now! But we know there will be times when you really need to narrow your search very specifically, and that’s handled by the Filter Results button which gives you so many options:

Screenshot showing Task Filter options for Search
Task Filter

The Documents tab shows you all the content that matches your search results: we get this from Google, if you signed up using your Google ID or email, or from Box, if you signed up using your Box ID.

Screenshot showing Document Results from Search
Search Results for Documents

Selecting a document result gives you two buttons: OPEN, which will open the document for you in a new browser tab (or in Google Apps or Box on a mobile device), and DOWNLOAD.

As with Tasks, there are numerous options to filter and narrow your search for documents:

Screenshot showing Documents Filter options for Search
Documents Filter

 

Cards are tasks, so we are renaming cards as Tasks

If you have a engineering background, you will be comfortable calling the items that show up on Task Boards as “cards” — a term that originated with Kanban production lines in Japan, and then found its way to Scrum boards everywhere.

But for everyone else, “card” is a somewhat obscure, even baffling term, and we would often get asked a fundamental question: “what should I put on a card?

To make this clearer to folks, we are renaming cards as Tasks, because that’s what a Task/Card is: something your team needs to get done.

This is really a cosmetic change: wherever you had previously seen the word “card” you will now see either “task” or the more generic “item”.  The ADD A CARD button, for example, is now ADD NEW TASK:

And what had previously been called “tasks within cards” (or sub-tasks), is now more simply called a Checklist:

Screenshot showing a Card's Checklist
Card Checklist

Again, this is a change in terminology, not a change in functionality, but we hope it will make Kerika easier for the wide variety of users we have across the world, ranging from companies and governments all the way down to schoolkids.

An improvement to our Views function

We just updated Kerika today, and along with the usual bug fixes and other behind-the-scenes stuff we have made an improvement to the way Views are shown on your Home Page:

Improved Views in Kerika
Improved Views in Kerika

Some of our users have dozens of boards in active use at the same time, with large (and sometimes overlapping) teams, and as a result their Views counts are nearly always high.

As you can see from the screenshot above, the Home page now shows two counts for each View:

  • The total number of items that match for that View, and
  • The number of items that match that are assigned to you.

This makes it easier to see if you need to go back to a View to catch up on something that’s directly related to you, i.e. is assigned to you.