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The Board Admin
Every board can have several Admins, who manage the team and the workflow.
Manage workflow
Board Admins can change the workflow for the board:
- They can add new columns to a Kanban Board or Scrum Board.
- They can rename any column, except for Backlog, Done and Trash.
- They can move columns around, to re-organize the flow of work.
- They can remove columns: when a column containing cards is removed, all the cards in that column get moved to the Trash, so they are not completely lost.
Note: the Backlog, Done and Trash columns are special: they can be hidden from view (by clicking on the green eye button), but they cannot be renamed, moved, or removed.
Check out this video on customizing workflows for boards.
Manage teams
Board Admins decide who is part of the board team:
- They can invite people to join the team, which is as simple as sending someone an email.
- They can approve requests from Team Members and Visitors who want to invite people to join the team.
- They can upgrade or downgrade people's roles, e.g. make someone who was a Visitor a Team Member.
Check out this video on people and roles in Kerika.
Take out the Trash
Board Admins can permanently remove items from the board's Trash. This sounds trivial, but it's actually significant :-)
- When a Team Member deletes a card, it goes into the Trash column, which is at the far left of the board – and is usually hidden from view.
- Items that have been moved to the Trash by one Team Member can be retrieved by any other Team Member, which is handy if people delete cards by mistake.
- The same goes for canvases and Whiteboards: when you delete an item on a canvas, it goes into a Trash; every canvas has its own Trash, and canvases nested within each other have a separate Trash at each level.
- Only the Board Admin can do a permanent deletion of items that are in the Trash.
This simple mechanism provides a safety net for the entire team, by making deletion of cards a two-step process!
More than one
Usually, there is just one Board Admin: the person who created the board in the first place.
But it is possible for a board to have several Admins: anyone who is currently a Board Admin can upgrade any other Team Member or Visitor to the role of Board Admin. And, of course, so can Account Owner.