Streamline Task Logging: Simplify the task logging process with minimal steps, encouraging users to log tasks with greater accuracy and detail.
Project lead and designer, with 3 Web Engineers
Project management, User research,
UX/UI design, User testing
The 5 seconds task logging process discouraged users from engaging with the app, negatively impacting business value.
Implemented multiple design improvements to streamline the user experience, optimize workflows, and enhance user satisfaction
Achieved the goal of reducing user-reported issues and increasing feature adoption rate to 90%.
Logging tasks has become another
difficult task
Users have to do repetitive actions around 30 times
3/5 users are unclear about the breaks rules
Constantly scanning and navigating among 50 items
Cost of Inefficiency is huge
Lead to inaccurate work-hour data
Low feature adoption rate 50%
I have to spend roughly 15 mins every day logging my tasks...
How does task logging work?
The app has a list of task types (like coordinating schedules, or inventory) associated with the business. When an employee starts working on a job, they can select from the task type list and log the hours they worked.
Develop a simplified task-logging flow and time clock widget visually communicates labor policy.
Task Completion Time for logging reduced 80%
With less cognitive load to compliance with company policies
Prioritize UI elements aligned with user journeys
Boost feature usage 40% more
Users can now easily access their most important tasks through a streamlined favorites row, allowing for quicker action.
Logging 30 tasks for a single day is very common
I worried about clicking the break tasks, I just follows why my teammates does.
At first I don’t know how to log my hours.
I conducted a series of in-depth interviews with users across various roles and levels of software engagement within the company. This approach provided a comprehensive understanding of their perspectives, experiences, and insights.
Streamline Task Logging: Simplify the task logging process with minimal steps, encouraging users to log tasks with greater accuracy and detail.
Enhance Clarity on Break Requirements: Clearly communicate rest break requirements and provide smooth guidance to support user compliance.
Based on user interviews, we identified key challenges that users face. After prioritizing and evaluating feedback for feasibility, we distilled these into two primary UX goals:
Mapping the flows different users would take to complete their tasks from start to finish allowed me to anticipate and address user needs at each interaction point within the product
Too many clicks for a single task
Users must scroll through the task types list each time they create a task. This is manageable for those only adding one or two tasks. However, for high-frequency users like coordinators and inventory managers, who manage 20, 30, or even 50 tasks a day, it adds up to significant extra tapping.
Search by task name: Add search field and auto-complete to quickly find the task type.
Multi-selection & drag and drop: Enable user interact with task list with more flexible actions.
Favorite task docket: Add a new section for quick access to most common 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 options.
Add a search field with auto-complete to help users quickly locate task types, improving navigation and minimizing time spent browsing through task options.
Reduces the effort required to repeatedly enter tasks.
Especially useful for clinicians who use task codes.
Users must remember task names, which could result in a long list of search results.
Multi-selection & drag and drop
Allow users to select multiple tasks at once and arrange them via drag-and-drop, streamlining task organization and enabling faster prioritization.
Allows users to start tasks instantly with a single click
Reduces the number of clicks needed to plan the workday.
The drag and drop may not be intuitive for all users
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.
Allow users to select multiple tasks at once and arrange them via drag-and-drop, streamlining task organization and enabling faster prioritization.
Users can start tasks quickly without scrolling through the entire task .
Highly efficient, requiring only one click to start a task.
Limited to displaying a small number of tasks.
The task logging process should be quick and setting up the Favorite Task List should be easy and smooth. User can easily edit and update them.
Start Task from Favorite Dock
Review and update Favorite List
Start Task from Favorite Dock
Users can now start a task in just 2 clicks.
Adding tasks to the favorite list is now simple and intuitive.
Review and update Favorite List
Users can easily toggle between their favorite task list and the full task list to edit their selections.
After the feature launch, we received overwhelmingly positive feedback. 9 out 10 users like this feature. Users proudly shared screenshots of their personalized task dockets, showing off how they customized their workflow.
Logging tasks so much faster and fun! I can quickly pick my most-used templates, and the emojis help me easily identify them.
It reduced mistakes and made payroll processing smoother. It’s made my job easier and saved a lot of time fixing timecard errors.
With fewer mistakes, we have more reliable data, and the review process is faster. It’s a huge productivity boost for both individuals and the team as a whole.
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.
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.
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.