Tag Archives: Usability

An improved way of moving boards from one Account to another

Distributed Teams, Kerika, Technology, ,

As part of our next release, which will include a new billing system, we will make it easier for you to move boards that you own to another account.

This can help in several scenarios:

  • If someone is leaving a team, it’s good practice to have their boards transferred to someone who will remain, so that ownership of project assets — the boards and all the content in the boards, including documents — remains with the team.
  • More importantly, it is good practice to stay away from having individuals own boards, and instead use service accounts to be the single Account Owner in your organization.

A service account is an omnibus account, typically set up with an email address like kerika@example.org, that isn’t associated with a single individual.  A service account will never quit, never get fired, or take a vacation because a service account is not a real person — it is simply an account/ID used to be the permanent, omnipresent, owner of project assets so that team turnover doesn’t disrupt anyone.

If you own a board, you can move it to another account, i.e. effective change its ownership, by selecting the board on your Account’s Home, and clicking on the Board Actions button which appears on the top-right corner of the board card:

Board Actions Menu
Board Actions Menu

This will bring up a small menu of actions that are available to us as the board’s current owner:

Board Actions
Board Actions

(Note: this menu can also be accessed using the right mouse button.)

When you select the Move to another Account action from this menu, we will present you with this new dialog box:

Move Board dialog
Move Board dialog

A list of “known collaborators” is presented to you by Kerika to make it easy to select a coworker with a single mouse click, but you can also move the board to someone else, who isn’t part of your current Kerika collaboration network.

If you type in an email address, Kerika will immediately check to see whether this email address is that of a known Kerika user, before letting you proceed further:

Checking if new owner is a Kerika user
Checking if new owner is a Kerika user

We think these improvements will make it easier for our users to manage their organizations boards, and move towards consolidated ownership for easier asset management.

Some minor bug fixes

Agile & Scrum, Kanban & Lean, Usability, , , , ,

We did an update yesterday that included a bunch of minor bug fixes and usability tweaks. (It also included a ton of behind-the-scenes improvements to our architecture and product development processes, but if we did our job well you shouldn’t see any of that change…)

  1. When the Kerika server is being updated (to a newer version), your browser will no longer keep trying to reconnect while this is underway.

    We have some code in place to help fix broken network connections: if your browser can detect that it’s connection to the Kerika server is broken for any reason (usually a network error), the browser will automatically attempt to reconnect.

    This doesn’t make sense if the server is down for planned maintenance.

  2. If you are working in multiple accounts and you decide to switch between them, we offer your choices in a more logical way: all the account owners you are connected to are listed alphabetically, and then each account owned is listed alphabetically.

    Our previous display was kind of random making it hard to scroll through a long list of accounts. This affected only a very small number of users who were working on many different accounts, but still…

  3. Now that we are encouraging our customers to converge around service accounts, we are trying to make sure these service accounts don’t get too crowded from the perspective of any single user.

    We have always had the ability to “favorite” some boards (and templates) so you can have your own personal, curated list of boards that you care about — and so you can ignore the rest — but now we have made it easier for Board Admins to move their boards to the trash or archive (or to restore them later) so they can help keep the commonly-shared service account in a more useful and relevant state for all the users within that account.

  4. A really small thing, but we decided to change the Sort by Status feature on our Task Boards and Scrum Boards so that On Hold cards appear at the bottom of the column, below all the others.

  5. Bug fix: if you changed the name of a board using the Board Settings dialog (assuming you are one of the Board Admins), the new name is now reflected immediately in the breadcrumbs.

  6. If someone who is currently a Team Member on your Task Board or Scrum Board is made a Visitor, he/she will not be removed from the current card assignments.  This makes it easier to change your mind if you decide you want that person to be a Team Member after all: just change this person’s role in the Board Team dialog, back to Team Member, and all the old card assignments will be there.

 

A simpler menu for cards and columns on your Task Boards and Scrum Boards

Agile & Scrum, Kanban & Lean, Kerika, Usability, , , , , ,

We used to have separate button, and associated menus, for actions related to cards and for actions related to columns:

Separate card and column actions
Separate card and column actions

This reflected the history of the Kerika product: we first designed and built the card actions, and much later added the column actions.

In retrospect, however, we concluded that separating these into two separate menus was not a good idea: it was confusing for our users to remember which menu supported which action. (Even the Kerika team, which uses Kerika for everything that the company does, was having trouble remembering the differences between the two buttons and menus.)

We have fixed that usability problem with our latest release: a single button is shown, and the popup menu that appears includes both card actions and column actions:

Combined Card and Column Actions Menu
Combined Card and Column Actions Menu

Clicking on the Sort and Move actions brings up all the sorting and moving options you have; the Sort menu now has a much richer set of actions:

Sort options
Sort options

We have also done some small tweaks to the sorting action: Sort by Status now puts the On Hold cards at the bottom of the column, below all the ones flagged as Normal.

Seeing at a glance what’s hidden

Agile & Scrum, Kanban & Lean, Technology, , , , , ,

If you hide a column from your view of a Task Board or Scrum Board, Kerika now makes it clear whether this column has any cards or not:

Hidden columns
Hidden columns

In the example shown above, the Release Notes column is empty, so it is shown in a light shade of grey, while the Final Review column has at least one card, and it is shown in black.

Kerika also helps you see, at a glance, whether the columns you are hiding have any updates you haven’t caught up on, or cards that are overdue:

Hidden columns with updates and overdue dates
Hidden columns with updates and overdue dates

The orange icon in the example above shows that the This Sprint column contains cards with updates on them that you haven’t caught up on yet, and the red icon shows that the Planning column contains overdue cards.

A style refresh for our Blog

Kerika, Usability,

Hope you like it — we finally got around to customizing the WordPress TwentyThirteen theme we have been using for this blog.

Nothing fancy; just making sure the colors and font (especially the fonts!) are consistent with our website and app.  We use Roboto everywhere now: we find this to be a really easy to read font for most screens, and think that Google did a great job in coming up to an alternative to the traditional Arial/Helvetica.

We are also trying to clean up the Categories and Tags we use to help you find older blogs: there were too many overlapping categories/tags that had accumulated over the years so we got rid of a bunch of them.

Let us know what you think…

We have added support for Google Team Drive

Distributed Teams, Kanban & Lean, Usability, , , , , , , , , ,

We have long had a deep, excellent integration with Google Apps: you can sign up with your Google ID and have all your Kerika-related files stored in your own Google Drive, where you can access them independently of the Kerika app.

We are now taking that one step forward, with seamless integration with Google Team Drive.

Google Team Drives are shared spaces where teams can easily store, search, and access their files anywhere, from any device.

Unlike files in My Drive, files in Team Drive belong to the team instead of an individual. Even if members leave, the files stay exactly where they are so your team can continue to share information and get work done.

Team Drives is available on G Suite Enterprise, G Suite Business, or G Suite for Education editions.

You don’t need to do anything different: the integration is built-in with the latest version of Kerika (and, since we are software-as-a-service, everyone always uses the latest version of our product!) and the integration is seamless.

Managing multiple versions of files just got a lot easier

Usability, , , , , ,

With our latest update we have made it much easier to manage different versions of files, across all your Task Boards, Scrum Boards and Whiteboards.

(This was inspired by our recent fix to a bug that didn’t properly download the latest version of a file attached to a card or canvas; while fixing this we started thinking deeper about how to make file management even easier for our users.)

Here’s how file management works now: when you hover your mouse over a file attachment, a new action called +NEW VERSION is available:

Uploading new version of document
Uploading new version of document

Clicking on the +NEW VERSION button will let you pick any file from your computer that’s of the same type, and Kerika will add that and track the file as a new version of your old attachment.

This is possible even if the new file has a different name altogether, as long as the two files are of the same type.

For example, a filed called Budget.xlsx can get a new version that’s called Plans.xlsx — both are tracked as different versions of the same file, even though they had different names.

This makes it even easier to manage all your files using Kerika!

We made it easier to have more complicated tasks inside cards

Usability, , , , ,

When we first added the ability for you to add a list of tasks to a card on a Task Board or Scrum Board, our expectation was that these tasks would be short and to the point: maybe just a few words long.

And to make the display of tasks neat and tidy inside a card’s details view, we truncated long tasks to show just two lines worth.  We figured this was a reasonable restriction that would make the layout look better, and wouldn’t actually inconvenience anyone since we really didn’t expect people to create very complex tasks, that might take more than one sentence to spell out.

Well, that turned out to be a bad assumption: the tasks feature turned out to be far more popular than we expected, and we soon started getting complaints from people that didn’t like seeing their tasks get truncated to two lines.

We have fixed that with our latest update to Kerika: now, all tasks will show fully, no matter how long they are. Here’s an example:

Example of long task
Example of long task

In the example shown above, the first task is long enough to spill out over three lines, and all three lines are shown.

So, there you go: tasks became a little more flexible!

Bug, fixed: signing up for Kerika from “.software” domains

Technology, ,

With the proliferation of top-level domains we have had to update some of our old code that tried to make sure people were signing up with properly-specified emails.

In the old days, of “.com” and “.org” and other short domain extentsions, this was easy to check at the time someone entered an email address: if it wasn’t properly formatted we could alert the user right away so they didn’t go down a dead-end path.

We can’t do that anymore: new top-level domains are being launched on a regular basis by registry companies and the list of potential domain extensions is no longer finite or easily matched by regular expressions.

We thought we had done these updates a while back, but clearly something slipped through the cracks: people from “.software” domains were unable to sign up as new users.

That’s fixed now.