Click on the USE TEMPLATE button and create your own board.
- Next, invite your coworkers to join this board. There’s a lot to get done, so hopefully you are not on your own!
If you have stakeholders who need to know what’s going on, add them to this board as Visitors, so they will have a real-time view of progress without messing up anyone’s work.
- When you team has joined you, open the tasks one by one, starting at the top of the To Do column.
- Assign the task to yourself, or one of your team members. (A task can be assigned to more than one person.)
Mark it as IN PROGRESS so everyone knows the task is underway.
As each task gets worked on, people can contribute their ideas and documents right on the task card itself, so nothing gets lost.
- When the task gets completed, mark it as DONE.
Tag Archives: Usability
How to make sure someone sees your Chat
With our latest update we have made it easy for you to ensure that someone on a board team always sees your chat message, even if they are not assigned to that card.
The old rule was that everyone who is currently assigned to a card would get new chat pushed to them as emails. Now, you can make sure someone gets that email notification right away, even if they aren’t assigned to a particular card:
Using this feature is simple: just type the letter “@” anywhere in your chat message and Kerika offers all the matching suggestions:
“@All” lets you push your chat to every Board Admin and Team Member — something you should do only rarely to avoid annoying people!
Try this feature and let us know if we can improve 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)
You can now search for a numbered task simply by typing “#number” in the Search box
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.
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:
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.
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:
A more space-efficient layout for Task Boards
We have redesigned the Task/Card details dialog to provide a more space-efficient layout, so you can see more of what you need without having to scroll:
What used to be vertical tabs for Details, Chat, etc., is now a compact horizontal tab; this frees up a lot of space to see the details of the tags.
The other big change we made is to make the Priority setting separate from other Tags:
Clicking on the star will bring up your task priority options:
Moving entire columns of tasks (cards)
We have added a new function to let Board Admins and Team Members move an entire column of tasks (cards) with a single action, within a single board or across multiple boards in the same account.
The function can be accessed by from the menu that appears as a pop-up when you click on the dots on the top of each column, as well as when you use the right-click mouse action on any cards:
If you choose the Move to another column action, a pop-up dialog appears that lets you choose the column you want to move these cards to:
If you choose the Move to another board action, a new dialog appears that lets you choose the board where you want these tasks to go to:
After selecting a destination board, you can then pick the exact location of the column you are moving, relative to the columns that are already on that board.
And, as you can see, from the screenshot, you are also able to move columns from boards in one account to another account where you are also an Account Member.
Task counts for columns
With our new user interface we made it easy to see how many tasks (cards) there are in a single column: the count appears at the top of each column.
Undo options for all Sort actions
We have added an Undo option for all Sort actions on Task Boards, to make it easier for you to use the sorting function without worrying about making a mistake.
You can now choose your background colors
A new feature that we recently introduced will let you choose a background color: one for the desktop app, and one for the mobile app. (Oops, did we just talk about the mobile app?)
To select a color: click on your user profile photo, which appears on the top-right of Kerika:
Select My Preferences for this Account from this dialog, and you will land on a revamped Preferences page that now includes options for selecting a background color:
We are offering a range of light and dark backgrounds; in our own testing we found that the darker backgrounds look better on the desktop, while the lighter backgrounds look better on phones. But, of course, that’s just our opinion — try this out and select what you like best!
An updated tutorial video on how Whiteboards work
As part of our continuing series, we have produced an updated tutorial video on how Whiteboards work in Kerika, both as standalone project boards, and when attached to cards on Task Boards and Scrum Boards: