As one of our users pointed out, Kerika’s Views — What’s Assigned to Me, What Got Done, etc. — shouldn’t include any cards from templates, just regular boards.
People who use templates on a regular basis often pre-assign cards in the template: for example, an employee on-boarding template that involves HR tasks may be preassigned to a specific HR employee.
Our initial implementation of Views included cards from Templates as well, which led to a misleading impression of the amount of work, particularly unscheduled work, that was waiting for a particular person.
That’s fixed now: Views will automatically exclude cards from Templates.
We offer a small selection of templates, covering a wide range of possible projects, to help our users get started with new boards — and, more importantly, to help introduce the concept of templates to folks.
We experienced some performance issues related to these templates recently which we have fixed: as the total number of Kerika users grew, the number of people wanting to use the same templates grew somewhat faster than we had anticipated, so we needed to make some back-end fixes to make sure there wasn’t a slowdown in performance.
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.
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.
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!
A couple of weeks ago we expanded your privacy choices to make it more easy for your account team to discover your projects and templates, which is something that our enterprise users had been asking for.
With the update we did this past weekend, one small change you might notice is on your Home Page: the Templates column on this page will sort all the available templates like this:
Templates you create are shown first; presumably these are the most important ones from your perspective.
Next, we show you templates created by other people where you are part of the project team.
Next, we show you templates that are being made available to you because they are being shared within account teams.
And then, finally, we list all the templates that Kerika itself offers.