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coAmplifi Task Logging Redesign

Team:

Project lead and designer, with 3 Web Engineers

My responsibility:

Project management, User research,
UX/UI design, User testing

Year:
2023
Tool:
Figma
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Brief

coAmplifi is a task management application designed to help teams track their work hours and associated tasks. One key feature allows employees to log their work hours, promoting team transparency and ensuring compliance with break policies. I joined the team to refine and enhance this core functionality.

Project Goal

To streamline the task logging process, fostering improved team transparency, reducing user stress, and enabling more efficient workflows.

Final Design

We Have Developed 4 Main Features:

1
Favorite Tasks Dock

Users can now easily access their most important tasks through a streamlined favorites row, allowing for quicker action.

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2
Timer widget

We've added a timer widget to track rest breaks, meal times, and overtime, ensuring compliance and easy time management.

3
Task card

The task card feature gives users a clear and concise overview of task statuses, all within a unified display for faster updates.

4
Task detail dialog

This feature consolidates all key task information in one place, allowing users to take notes, add descriptions, and review task history with ease.

task-change-4-dialog
User Problems

“documenting Tasks Has Become Another Difficult Task”

A healthcare client reported that task documentation has become another time-consuming and difficult task for employees. Users often struggle to complete the process efficiently and accurately.

Time-consuming procedures
Repetitive actions
Ambiguous rules
Frequent navigation
Business Problems
Decreased Productivity And Efficiency

Employees spend excessive time on non-clinical tasks, reducing overall productivity. Many users either avoid logging tasks or do so incorrectly, leading to inaccurate work-hour data. This results in mismanaged resources, billing errors, and compliance issues, ultimately decreasing client satisfaction and retention

Task logging processUsers log their work hours by selecting from various task types. This data is used for generating business insights and creating a more transparent work environment.

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Original journey mapThe original journey map for task logging requires employees to repeatedly add tasks and search for the next one to begin, leading to inefficiencies in their workday.

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Design Context
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Original flow: adding a task (5 Clicks)

Exploration
Streamlining Repetitive Tasks

Our goal was to simplify the process of handling repetitive tasks, making it faster and more efficient for users to access the information they need. We explored three potential solutions:

Search to quickly find a task type
Multi-selection & drag and drop to speed up the process
Favorite tasks dock to eliminate the need for scanning the full list
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🔎
Search by task name
Pros:
✓ Reduces the effort required to repeatedly enter tasks.
✓ Especially useful for clinicians who use task codes.
Cons:
✗ Users must remember task names, which could result in a long list of search results.
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📚
Enable multiple task selection
Pros:
✓ Reduces the number of clicks needed to plan the workday.
Cons:
✗ Users still need to locate and individually select each task.
✗ When multiple tasks are scheduled simultaneously, it can be difficult to differentiate them in the calendar view.
⏯️️

Enable drag and drop from task list

Pros:
✓ Allows users to start tasks instantly with a single click
Cons:
✗ The drag and drop may not be intuitive for all users
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Favorite task docket
Pros:
✓ Users can start tasks quickly without scrolling through the entire task .
✓ Highly efficient, requiring only one click to start a task.
Con:
✗ Limited to displaying a small number of tasks.
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Favorite Tasks Dock
Highlights & Refinement
1

Start Task from Favorite Dock

Users can now start a task in just 2 clicks.

2
Filter for Favorite List

Users can easily toggle between their favorite task list and the full task list to edit their selections.

3
Add Favorite Tasks

Adding tasks to the favorite list is now simple and intuitive.

Result
Users Love Customization

After the feature launch, we received overwhelmingly positive feedback. Users proudly shared screenshots of their personalized task dockets, showing off how they customized their workflow.

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Expanding Possibilities

Task Tracking from a Broader Perspective

After delivering the final design, we shifted our focus to project management, aiming to provide a more comprehensive view of planning and task tracking.

Key Learnings
Incorporating User Interviews

While limited resources made quantitative research challenging, qualitative interviews still provided valuable insights. These interviews guided feature development and allowed us to address user needs effectively.

Consistent Improvement and Execution

Given the resource constraints, feature proposals needed to align with the engineering team’s roadmap. This meant breaking down features into multiple phases to ensure steady progress.

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Conclusion