Kanban Tool
Kanban Tool
SUMMARY
SUMMARY
SUMMARY
Increase Business Users' Efficiency to Manage Tasks Within the Chat App
Increase Business Users' Efficiency to Manage Tasks Within the Chat App
Increase Business Users' Efficiency to Manage Tasks Within the Chat App
Letstalk is a messaging app designed for business users. To solve the efficiency problem caused by users switching between chat messages and third-party task management software, we added a new feature that allows users to manage tasks within the app. I led the end-to-end mobile and desktop platform design for this feature, which reached a 10% adoption rate within one month of its release.
Letstalk is a messaging app designed for business users. To solve the efficiency problem caused by users switching between chat messages and third-party task management software, we added a new feature that allows users to manage tasks within the app. I led the end-to-end mobile and desktop platform design for this feature, which reached a 10% adoption rate within one month of its release.
Letstalk is a messaging app designed for business users. To solve the efficiency problem caused by users switching between chat messages and third-party task management software, we added a new feature that allows users to manage tasks within the app. I led the end-to-end mobile and desktop platform design for this feature, which reached a 10% adoption rate within one month of its release.
My role
The only UX designer in the team
My role
The only UX designer in the team
My role
The only UX designer in the team
Team
Developers & Project manager
Team
Developers & Project manager
Team
Developers & Project manager
Platform
Mobile & desktop
Platform
Mobile & desktop
Platform
Mobile & desktop
Company
Letstalk
Company
Letstalk
Company
Letstalk
How might we make it easy for business users to track tasks within a chat app?
How might we make it easy for business users to track tasks within a chat app?
How might we make it easy for business users to track tasks within a chat app?
01. CONTEXT
01. CONTEXT
01. CONTEXT
Messaging app for business users
Messaging app for business users
Messaging app for business users
PROBLEM
Problem
PROBLEM
Letstalk is a messaging app designed for business users. To solve the efficiency problem caused by users switching between chat messages and third-party task management software, we added a new feature that allows users to manage tasks within the app. I led the end-to-end mobile and desktop platform design for this feature, which reached a 10% adoption rate within one month of its release.
TARGET USERS
Target Users
TARGET USERS
Our target users include both team leaders, such as managers or CEOs of small startups, and team members, such as developers or marketing specialists.
Our target users include both team leaders, such as managers or CEOs of small startups, and team members, such as developers or marketing specialists.
Team leaders use our chat app to pay attention to what's going on with their teams or assign work.
Team leaders use our chat app to pay attention to what's going on with their teams or assign work.
Team members rely on our messaging app to update project status or communicate project details with the team.
Team members rely on our messaging app to update project status or communicate project details with the team.
02. RESEARCH
02. RESEARCH
02. RESEARCH
Fragmented tool usage lowers work efficiency
Fragmented tool usage lowers work efficiency
Fragmented tool usage lowers work efficiency
INTERVIEWS
Interviews
INTERVIEWS
To gain an understanding of users' pain points, I interviewed 5 business users. I asked them about their workflows, how satisfied they were with the current ability to support task management, what apps they used to track their tasks, and their suggestions.
To gain an understanding of users' pain points, I interviewed 5 business users. I asked them about their workflows, how satisfied they were with the current ability to support task management, what apps they used to track their tasks, and their suggestions.
To gain an understanding of users' pain points, I interviewed 5 business users. I asked them about their workflows, how satisfied they were with the current ability to support task management, what apps they used to track their tasks, and their suggestions.
Participant 1:
"It’s easy for me to lose track of work in chat."
Participant 1:
"It’s easy for me to lose track of work in chat."
Participant 1:
"It’s easy for me to lose track of work in chat."
Participant 2:
"I switch between Trello and Letstalk up to 5 times a day for my work."
Participant 2:
"I switch between Trello and Letstalk up to 5 times a day for my work."
Participant 2:
"I switch between Trello and Letstalk up to 5 times a day for my work."
I found that all five participants were dissatisfied with their task-tracking workflows. To understand users' pain points, I drew out the user journey map.
I found that all five participants were dissatisfied with their task-tracking workflows. To understand users' pain points, I drew out the user journey map.
I found that all five participants were dissatisfied with their task-tracking workflows. To understand users' pain points, I drew out the user journey map.
RESEARCH HIGHLIGHT
Research Highlights
RESEARCH HIGHLIGHT
1. Wasting time switching between software:
Users are tired of switching between task management apps and Letstalk. They want to be able to view and manage their tasks in one place to avoid missing important information.
2. Users want real-time project updates:
Users want to receive project updates in real-time and make information transparent to everyone on the team. This helps to ensure that no one misses out on critical information.
1. Wasting time switching between software:
Users are tired of switching between task management apps and Letstalk. They want to be able to view and manage their tasks in one place to avoid missing important information.
2. Users want real-time project updates:
Users want to receive project updates in real-time and make information transparent to everyone on the team. This helps to ensure that no one misses out on critical information.
1. Wasting time switching between software:
Users are tired of switching between task management apps and Letstalk. They want to be able to view and manage their tasks in one place to avoid missing important information.
2. Users want real-time project updates:
Users want to receive project updates in real-time and make information transparent to everyone on the team. This helps to ensure that no one misses out on critical information.
How might we create an
efficient and up-to-date task-management experience for business users within the chat app?
How might we create an
efficient and up-to-date task-management experience for business users within the chat app?
How might we create an
efficient and up-to-date task-management experience for business users within the chat app?
03. DESIGN FOR EFFICIENCY
03. DESIGN FOR EFFICIENCY
03. DESIGN FOR EFFICIENCY
An efficient way to manage tasks within the chat app
An efficient way to manage tasks within the chat app
An efficient way to manage tasks within the chat app
PRODUCT DIRECTION
Product Direction
PRODUCT DIRECTION
In internal discussions with executives, project managers, and developers, we've identified two ways to reduce users' time spent switching between Letstalk and task management tools: integrating 3rd party task managing tools or building a task-tracking feature within Letstalk.
We've decided to move forward with Idea 2 - building a task-tracking feature "Kanban"- for two reasons: keeping user data safe with end-to-end encryption and the potential for revenue from a paid feature.
In internal discussions with executives, project managers, and developers, we've identified two ways to reduce users' time spent switching between Letstalk and task management tools: integrating 3rd party task managing tools or building a task-tracking feature within Letstalk.
We've decided to move forward with Idea 2 - building a task-tracking feature "Kanban"- for two reasons: keeping user data safe with end-to-end encryption and the potential for revenue from a paid feature.
In internal discussions with executives, project managers, and developers, we've identified two ways to reduce users' time spent switching between Letstalk and task management tools: integrating 3rd party task managing tools or building a task-tracking feature within Letstalk.
We've decided to move forward with Idea 2 - building a task-tracking feature "Kanban"- for two reasons: keeping user data safe with end-to-end encryption and the potential for revenue from a paid feature.
SOLUTION
Solution
SOLUTION
Chat-to-Card: Convert chat messages into project cards
We discovered from the user interview that users frequently have to copy and paste text from chat rooms into their task management tools, which is a tedious process. To solve this issue, we have introduced a new feature where users can long-press on chat messages to create project cards that they can track directly within the chat room.''
Long press the message and select "More" on the tooltip.
Press "Add to Kanban".
The selected message will be auto-filled in the project card.
Chat-to-Card: Convert chat messages into project cards
We discovered from the user interview that users frequently have to copy and paste text from chat rooms into their task management tools, which is a tedious process. To solve this issue, we have introduced a new feature where users can long-press on chat messages to create project cards that they can track directly within the chat room.''
Long press the message and select "More" on the tooltip.
Press "Add to Kanban".
The selected message will be auto-filled in the project card.
Chat-to-Card: Convert chat messages into project cards
We discovered from the user interview that users frequently have to copy and paste text from chat rooms into their task management tools, which is a tedious process. To solve this issue, we have introduced a new feature where users can long-press on chat messages to create project cards that they can track directly within the chat room.''
Long press the message and select "More" on the tooltip.
Press "Add to Kanban".
The selected message will be auto-filled in the project card.
Chat-to-Card: Convert chat messages into project cards
We discovered from the user interview that users frequently have to copy and paste text from chat rooms into their task management tools, which is a tedious process. To solve this issue, we have introduced a new feature where users can long-press on chat messages to create project cards that they can track directly within the chat room.''
Long press the message and select "More" on the tooltip.
Press "Add to Kanban".
The selected message will be auto-filled in the project card.
Chat-to-Card: Convert chat messages into project cards
We discovered from the user interview that users frequently have to copy and paste text from chat rooms into their task management tools, which is a tedious process. To solve this issue, we have introduced a new feature where users can long-press on chat messages to create project cards that they can track directly within the chat room.''
Long press the message and select "More" on the tooltip.
Press "Add to Kanban".
The selected message will be auto-filled in the project card.
Chat-to-Card: Convert chat messages into project cards
We discovered from the user interview that users frequently have to copy and paste text from chat rooms into their task management tools, which is a tedious process. To solve this issue, we have introduced a new feature where users can long-press on chat messages to create project cards that they can track directly within the chat room.''
Long press the message and select "More" on the tooltip.
Press "Add to Kanban".
The selected message will be auto-filled in the project card.
KANBAN LAYOUT
Kanban Layout
KANBAN LAYOUT
To find out the most user-friendly interaction for users to view all projects in Kanban, I created 3 ideas: Trello View, Tab view, and Post-it view to get feedback from users.
01. Trello View
Through user interviews, I discovered that most users use Trello to manage their tasks. To reduce the mental effort for users, this design allows users to swipe between different status sections to view their projects, similar to the Trello interface.
To find out the most user-friendly interaction for users to view all projects in Kanban, I created 3 ideas: Trello View, Tab view, and Post-it view to get feedback from users.
01. Trello View
Through user interviews, I discovered that most users use Trello to manage their tasks. To reduce the mental effort for users, this design allows users to swipe between different status sections to view their projects, similar to the Trello interface.
To find out the most user-friendly interaction for users to view all projects in Kanban, I created 3 ideas: Trello View, Tab view, and Post-it view to get feedback from users.
01. Trello View
Through user interviews, I discovered that most users use Trello to manage their tasks. To reduce the mental effort for users, this design allows users to swipe between different status sections to view their projects, similar to the Trello interface.
02. Tab View
I used tap gestures instead of swipe gestures in this design to save users time when viewing projects. With the tab view, users can tap on a status to view their projects instead of swiping multiple times like in Trello.
02. Tab View
I used tap gestures instead of swipe gestures in this design to save users time when viewing projects. With the tab view, users can tap on a status to view their projects instead of swiping multiple times like in Trello.
02. Tab View
I used tap gestures instead of swipe gestures in this design to save users time when viewing projects. With the tab view, users can tap on a status to view their projects instead of swiping multiple times like in Trello.
03. Post-it View
In this concept, I explored the use of smaller card sizes to enable users to view more tasks on a single screen. Additionally, I included more color options to allow users to categorize their tasks.
03. Post-it View
In this concept, I explored the use of smaller card sizes to enable users to view more tasks on a single screen. Additionally, I included more color options to allow users to categorize their tasks.
03. Post-it View
In this concept, I explored the use of smaller card sizes to enable users to view more tasks on a single screen. Additionally, I included more color options to allow users to categorize their tasks.
04. DESIGN FOR TIMELY UPDATES
04. DESIGN FOR TIMELY UPDATES
04. DESIGN FOR TIMELY UPDATES
Keep users up-to-date on task status within the chat app
Keep users up-to-date on task status within the chat app
Keep users up-to-date on task status within the chat app
USERS NEED
Users' Need
USERS NEED
From user interviews, I learned that users want to receive task updates in real time within the chat room and ensure they do not miss any deadlines.
From user interviews, I learned that users want to receive task updates in real time within the chat room and ensure they do not miss any deadlines.
From user interviews, I learned that users want to receive task updates in real time within the chat room and ensure they do not miss any deadlines.
SOLUTION
Solution
SOLUTION
01. Chatroom Task Update Notifications
To let users get the most up-to-date changes in their tasks, changes in the Kanban tool will be shown in the chatroom.
01. Chatroom Task Update Notifications
To let users get the most up-to-date changes in their tasks, changes in the Kanban tool will be shown in the chatroom.
01. Chatroom Task Update Notifications
To let users get the most up-to-date changes in their tasks, changes in the Kanban tool will be shown in the chatroom.
02. Chatroom Deadline Reminders
To prevent users from missing deadlines, tasks assigned to them with a deadline within 3 days will be pinned to the top of the chatroom to let users stay on top of upcoming task deadlines.
Deadline reminder on the top of the chatroom.
Deadline reminder after being expanded.
02. Chatroom Deadline Reminders
To prevent users from missing deadlines, tasks assigned to them with a deadline within 3 days will be pinned to the top of the chatroom to let users stay on top of upcoming task deadlines.
Deadline reminder on the top of the chatroom.
Deadline reminder after being expanded.
02. Chatroom Deadline Reminders
To prevent users from missing deadlines, tasks assigned to them with a deadline within 3 days will be pinned to the top of the chatroom to let users stay on top of upcoming task deadlines.
Deadline reminder on the top of the chatroom.
Deadline reminder after being expanded.
05. ITERATION
05. ITERATION
05. ITERATION
Iterate with user feedback
Iterate with user feedback
Iterate with user feedback
USER TESTING
User Testing
USER TESTING
After conducting user testing sessions with 5 participants to gather feedback on the design, I found that all users were satisfied with the built-in task-management tool.
However, two users expressed the need for a faster way to change project status since they do it frequently throughout the day. Additionally, users needed clearer indications of where to find project update notifications in the chatroom.
After conducting user testing sessions with 5 participants to gather feedback on the design, I found that all users were satisfied with the built-in task-management tool.
However, two users expressed the need for a faster way to change project status since they do it frequently throughout the day. Additionally, users needed clearer indications of where to find project update notifications in the chatroom.
After conducting user testing sessions with 5 participants to gather feedback on the design, I found that all users were satisfied with the built-in task-management tool.
However, two users expressed the need for a faster way to change project status since they do it frequently throughout the day. Additionally, users needed clearer indications of where to find project update notifications in the chatroom.
REDESIGN 01
Redesign 1
REDESIGN 01
How to make it faster to change project status when editing the card to save user efforts?
Before
1. Click on the list
2. Select card status
3. Press on back to return to the editing page
How to make it faster to change project status when editing the card to save user efforts?
Before
1. Click on the list
2. Select card status
3. Press on back to return to the editing page
How to make it faster to change project status when editing the card to save user efforts?
Before
1. Click on the list
2. Select card status
3. Press on back to return to the editing page
After
1. Click on the status button
2. Select from the bottom menu
After
1. Click on the status button
2. Select from the bottom menu
After
1. Click on the status button
2. Select from the bottom menu
REDESIGN 02
Redesign 02
REDESIGN 02
How to make Kanban updates stand out in the chatroom so that users won't miss out?
Before
How to make Kanban updates stand out in the chatroom so that users won't miss out?
Before
How to make Kanban updates stand out in the chatroom so that users won't miss out?
Before
After
I created two design concepts, and after considering potential confusion for users with other chatroom notifications, we ultimately decided on concept 2 as our final choice. This option was clear and straightforward.
After
I created two design concepts, and after considering potential confusion for users with other chatroom notifications, we ultimately decided on concept 2 as our final choice. This option was clear and straightforward.
After
I created two design concepts, and after considering potential confusion for users with other chatroom notifications, we ultimately decided on concept 2 as our final choice. This option was clear and straightforward.
06.
06.
Final design
Final design
Final design
