Onboarding Task List

Skills & Tools

User Interviews, Wireframes, Visual Design, Prototyping, Design Specifications

Balsamiq, Sketch, Invision

The Problem

Users of an existing task list had no way to sort through hundreds of tasks. Users needed to be able to find the most important tasks quickly.

Understanding The Problem

The Supervisor and Direct Report user types were identified to target based on historic knowledge of the product. Data was gathered through customer interviews collaboratively conducted with members of Product to determine needs of these two particular users. During these interviews, I asked the users to share their screen and walk me through daily activities they completed revolving around this task list so I could fully understand the goals the user was trying to achieve.

Example User Interview Questions:
  • What's the first thing you do when you log into the system?
  • How do you decide which tasks to complete first?
  • Say you need to find a task for a certain staff member, how would you do that?

It was incredibly important to get as many stakeholders involved as early as possible, even though everything wasn't defined. Often there are very different perspectives from Customer Success, Product, Development, Sales, Marketing, and others that can create a much more thoughtful solution. I conducted a discovery session with stakeholders to brainstorm some of the pain points.

Whiteboard Session

Three Pain Points

Here are three big problems from user and stakeholder discovery and how I set out to solve them:


No Self-Organization

Sometimes tasks didn't need to be completed until months after they were assigned. Users needed a way to move these tasks aside so they could focus on more urgent issues. I wanted to add an option to flag a task that let the user self-prioritize.


No Prioritization

There was no way to distingish a task's importance from one task to another. Most users brought up the idea of setting a priority on a task like you can through email providers. Part of a good user experience is making sure the interface matches with patterns users expect from other systems so giving a task a High, Medium, or Low priority could solve this problem.


Couldn't Find Particular Tasks

Finding specific tasks in relationship to what staff members, dates, and documents were involved was very challenging. It would speed up the user's workflow if filters were added so they didn't have to spend time scrolling through tasks.

The Solution

From brainstorming and user interviews, I created a simple wireframe to illustrate initial concepts to user test. I asked the users to walk me through how they would complete their daily tasks using this new design.

Project Wireframes

These sessions showed the users understood the concepts but needed more information to confirm the solution would meet their needs. I completed high fidelity mockups and a prototype using Sketch and Invision to illustrate the concept more realistically.

High Fidelity Task List

With this prototype, I was able to go back to five of the original customers to gain some feedback on a high fidelity vision of the solution. With the solution vetted and some minor tweaks to account for user feedback, this was shipped off to the development team. I stayed involved throughout the whole process and attended regular meetings with the team to make sure we were all on the same page.

Result & Next Steps

I coordinated with members of Product to participate in Beta programs testing the new functionality. From that feedback, the team was able to iterate and introduce small changes through regular sprints to improve the solution.