Tag Archives: Views

About the Views function in Kerika.

Views across all your boards

August 11, 2017Agile & Scrum, Kanban & Lean, KerikaCalendar, Kanban, Kerika, Scrum, Task Board, Trash, ViewsKerika

At long last, we have built Views — one of the most commonly requested features, and something that we had been obsessively designing and redesigning over years, trying to figure out the best way to handle this need.

We have done it now. Views has been built, and is automatically available across all your Task Boards and Scrum Boards, whether they are owned by you or shared with you.

We are starting off with four standard Views, and we will built more in the future, and add a way for you to build your own Views as well.

The Views we have built are:

What’s Assigned To Me

The most commonly asked for feature by people who are working on several projects — and, hence, several boards — at the same time. This is what it looks like:

Everything that’s currently assigned to, on all boards except for those that are in the Trash or Archive, are collected for you into a single View, where cards are organized as follows:

Not Scheduled
Overdue
Due Today
Due This Week (excluding what’s already included in Due Today)
Due Next Week
Due This Month (excluding what’s already included in Due Today and Due This Week)
Due This Quarter
Due Next Quarter

It is a comprehensive summary of everything you need to get done, and it will be invaluable for managers and anyone else who has to work on multiple projects at the same time.

If you select a card in a View, like this

You get quick access to key actions:

Move to Done
Move to Trash
View Board
Open

Open opens the card right there, inside the View itself. View Board, on the other hand, opens the card in the board in which it is located.

Both are useful, depending upon the card and what you want to do: in some cases you just need to update a particular card — e.g. reschedule it, add a comment or file — and opening the card in the View itself, which is very fast, is enough.

In other situations you might want to be sure you are understanding the context of the card, and it is better to see where it is on the board that contains it. This can be helpful for cards that you are not quite sure about.

What’s Due

This View will be particularly helpful to managers (Board Admins): it summarizes everything that’s due, on all boards where you are one of the Board Admins:

Cards are organized for you as follows:

Overdue
Due Today
Due This Week (excluding what’s already shown as Due Today)
Due Next Week
Due This Month
Due Next Month

For this View, as with the What’s Assigned to Me View, we try to be smart about not showing duplicate cards: if something is due today, for example, it will show up in the Due Today column, but not get duplicated in the Due This Week or Due This Month column.

This makes it easier for you to plan your schedule: you can see what needs to get right away, and what needs to get done later.

What Needs Attention

Again, a View that will be of particular interest to managers concerned with several ongoing boards:

Here, Kerika tries to show everything that needs a little extra attention: things that are

Overdue
Flagged as Critical
Flagged as Blocked
Flagged as Needs Review
Flagged as Needs Rework
Flagged as being On Hold

These items typically represent your risk profile across all your boards, and Kerika brings it all together in a single View.

What Got Done

Great for anyone who needs to produce a status report, or any manager who needs to monitor progress across many different projects:

Across all boards where you are a Board Admin, this View summarizes

What got done Today
What got done This Week (excluding items shown in This Week)
What got done Last Week
What got done This Month (again, excluding items shown for Today and This Week)
What got done Last Month
What got done This Quarter

Accessing Views:

All your Views can be accessed from a new tab called Views (naturally) on your Home Page:

On each View card, Kerika shows how many items are included in that View, and as of when. The Views are automatically refreshed when you open them, but in-between they are not updated because we do not expect the information shown to change on a second-by-second basis.

If you are worried that your View is out of date, you can update it by selecting it on your Home Page:

You can also update any View that you currently have open, by clicking on the Refresh button shown on the top-right of the View:

We will let you go crazy with these Views, for now. In the future we will add more (we already have some ideas on that front, but would love to hear from you as well!) and also add a Custom View capability.

Meanwhile, enjoy.

We aren’t going to support Highlights in the Planning Views (at least for now)

July 21, 2017Agile & Scrum, Kanban & Lean, UsabilityKanban, Scrum, Usability, Views, WorkflowKerika

Most of the time, users are in what we call the Workflow View of their Task Boards and Scrum Boards:

It’s in the Workflow View that our new Highlights feature proves really useful:

In the Planning Views, however, Highlights are not as important since we expect the Planning Views to be used primarily for quick scheduling:

(The Planning Views, by the way, are what we refer to as the views that Kerika provides over the next few days, next few weeks and next few months.)

Is this a good assumption on our part? If not, let us know and we will add Highlights to the Planning Views as well.

How to use Planning Views in Kerika

August 6, 2015Agile & Scrum, Kanban & Lean, Team Collaboration, Technology, UsabilityCalendar, Kanban, Scrum, Task Board, Teams, Usability, Views, WorkflowKerika

A new tutorial video, featuring our so-very-soon-to-be-released new user interface, that shows you how you can use Planning Views to manage your due dates, across all your Task Boards and Scrum Boards.

Introducing Planning Views: a whole new way to view your Kerika Boards!

May 8, 2015Agile & Scrum, Technology, UsabilityCalendar, Kanban, Scrum, Task Board, Usability, Views, WorkflowKerika

We are delighted to introduce Planning Views, a very innovative, very unique way to view your Kerika Task Boards and Scrum Boards! (Yes, it goes way beyond what simple calendar views, like those you might get from other tools, work :-))

Let’s start with your familiar view of a Kerika Task Board or Scrum Board, which we will start calling the Workflow View from now on:

There’s now a simple drop-down that appears on the breadcrumbs, letting you switch to one of the Planning Views:

Your new viewing choices include:

Next 3 days: this will show you everything that’s Due Today, Due Tomorrow, Due the Day After, and beyond
Next 3 weeks: everything that’s Due This Week, Due Next Week, Due the Following Week, and beyond.
Next 3 Months: everything that’s Due This Month, Due Next Month, Due the Following Month, and beyond.

Planning Views provide a date-oriented view of your Task Boards and Scrum Boards: a Planning View takes your cards and rearranges into time-oriented columns.

Here’s an example of a Next 3 days view:

Our Workflow view got neatly (and quickly!) pivoted to arrange all the cards in terms of when they are due:

All cards without any due date are shown first, in the Not Scheduled column.
Next, any Overdue cards are always shown in a special column by themselves, so they can be easily rescheduled.
Beyond this are columns for Today, Tomorrow and the Day After.
And finally, there is the And Beyond column, which summarizes all the cards that have due dates beyond the day after tomorrow.

Here’s the same board, but viewed in terms of the Next 3 weeks:

Switching between these views is super-fast, and these views update in real-time: if a due date for any card is changed by anyone on your project team, no matter where they are located, this change is instantly reflected in your view.

The Next 3-months view is an even higher-level view of the board:

All these views support smart drag-and-drop of cards: if you drag a card across, or up/down a column, the Due Date is automatically changed to reflect the new date. As you move the card, the new date is shown in orange so you know exactly what will happen next:

Since your Planning Views aggregate cards that may be in different columns on your Workflow View, we made it really easy for you to see at a glance where each card is in terms of your workflow:

Navigating forward and backward in time is also easy, as is jumping to “today’s view” if you have navigated too far into the future:

As you navigate forwards or backwards, the “And Beyond” column magically adjusts to show you just what’s out of your current view!

Planning Views work just as well with Task Boards (if you are using Kanban) and Scrum Boards (if you are using Agile).

Check out Planning Views — it’s exactly the kind of great design and innovation that you have come to expect from Kerika…

We have upgraded our SSL Security

January 2, 2015Kerika, TechnologySecurity, ViewsKerika

We have upgraded the SSL certificate, used to secure your browser’s connection to kerika.com, from SHA-1 to SHA-2.

(SHA-2 is a cryptographic hashing algorithm developed by the National Institute of Standards and Technology (NIST) to replace SHA-1.)

This puts Kerika ahead of moves that Google and Microsoft will soon take, for the Chrome and Internet Explorer browsers, respectively, that will start showing warning signs when you visit a website that uses the older SHA-1 certificates.

If you are not sure whether your favorite secure site has upgraded to SHA-2, Symantec has a helpful tool you can use:

Get more done, with Kerika

Task Management for Remote Teams