[PROJECT]
[PROJECT]
TASKS
TASKS
TASKS
Adapting to the real-world variability of work across industries and company sizes, Project Tasks make it easy to capture next steps at a glance—cutting out the need for complex checklists.
Adapting to the real-world variability of work across industries and company sizes, Project Tasks make it easy to capture next steps at a glance—cutting out the need for complex checklists.
Platform
Mobile / Desktop
Role
Product Designer / Researcher
Delivery Time
Two Cycles, 6 Weeks Total
Platform
Mobile / Desktop
Role
Product Designer / Researcher
Delivery Time
Two Cycles, 6 Weeks Total
The Problem
For users who just needed a simple way to track to-dos or document job site details, our previous solution (Checklists) felt clunky and slow. Creating quick tasks meant jumping through hoops instead of just getting things done.
The Problem
For users who just needed a simple way to track to-dos or document job site details, our previous solution (Checklists) felt clunky and slow. Creating quick tasks meant jumping through hoops instead of just getting things done.
The Problem
For users who just needed a simple way to track to-dos or document job site details, our previous solution (Checklists) felt clunky and slow. Creating quick tasks meant jumping through hoops instead of just getting things done.
How Might We...
Make task creation and management effortless—so both office and field teams can immediately see, create, and update their next steps without the extra friction.
How Might We...
Make task creation and management effortless—so both office and field teams can immediately see, create, and update their next steps without the extra friction.
How Might We...
Make task creation and management effortless—so both office and field teams can immediately see, create, and update their next steps without the extra friction.
The Solution
Tasks now live directly on the project screen for instant visibility, eliminating the need to jump between multiple screens. Plus, they’re embedded into Photos, allowing users to create tasks right from existing content—turning what they see into what needs to happen next.
The Solution
Tasks now live directly on the project screen for instant visibility, eliminating the need to jump between multiple screens. Plus, they’re embedded into Photos, allowing users to create tasks right from existing content—turning what they see into what needs to happen next.
The Solution
Tasks now live directly on the project screen for instant visibility, eliminating the need to jump between multiple screens. Plus, they’re embedded into Photos, allowing users to create tasks right from existing content—turning what they see into what needs to happen next.
33%
Of trials converted after using Tasks
33%
Of trials converted after using Tasks
33%
Of trials converted after using Tasks
3,600
With ~3,600 tasks created at the time of writing
3,600
With ~3,600 tasks created at the time of writing
3,600
With ~3,600 tasks created at the time of writing
1,200
By ~1,200 unique companies
1,200
By ~1,200 unique companies
1,200
By ~1,200 unique companies
Creating New Tasks - Project Screen
Task creation was redesigned based on user feedback from Checklists, making it faster and more intuitive. Now, users can create tasks directly from the Project Screen without extra steps. Tasks are front and center—displayed as the first element when opening a project—so they’re easy to find, quick to update, and always in context.
Creating New Tasks - Project Screen
Task creation was redesigned based on user feedback from Checklists, making it faster and more intuitive. Now, users can create tasks directly from the Project Screen without extra steps. Tasks are front and center—displayed as the first element when opening a project—so they’re easy to find, quick to update, and always in context.
Creating New Tasks - Project Screen
Task creation was redesigned based on user feedback from Checklists, making it faster and more intuitive. Now, users can create tasks directly from the Project Screen without extra steps. Tasks are front and center—displayed as the first element when opening a project—so they’re easy to find, quick to update, and always in context.
Creating Tasks from Photos
Creating tasks directly from a photo was essential for the MVP, enabling users to contextually create tasks and next steps from existing assets.
Creating Tasks from Photos
Creating tasks directly from a photo was essential for the MVP, enabling users to contextually create tasks and next steps from existing assets.
Creating Tasks from Photos
Creating tasks directly from a photo was essential for the MVP, enabling users to contextually create tasks and next steps from existing assets.
The Context
We launched Checklists in 2021 to help customers capture next steps. As we added features like Templates and Questions, our customer base grew to include those needing repeatable lists for quality assurance and liability. However, over time, users found Checklists too clunky for quick, ad-hoc tasks, leaving them with few better alternatives. TLDR ⬇️
The Context
We launched Checklists in 2021 to help customers capture next steps. As we added features like Templates and Questions, our customer base grew to include those needing repeatable lists for quality assurance and liability. However, over time, users found Checklists too clunky for quick, ad-hoc tasks, leaving them with few better alternatives. TLDR ⬇️
The Context
We launched Checklists in 2021 to help customers capture next steps. As we added features like Templates and Questions, our customer base grew to include those needing repeatable lists for quality assurance and liability. However, over time, users found Checklists too clunky for quick, ad-hoc tasks, leaving them with few better alternatives. TLDR ⬇️
The ease of use and flow [of the app] is so intuitive, but Checklists are two or three steps outside of the normal. I feel like it should be easier.
The ease of use and flow [of the app] is so intuitive, but Checklists are two or three steps outside of the normal. I feel like it should be easier.
Checklists are fine for structured stuff, but they suck for capturing quick project details on the fly.
Checklists are fine for structured stuff, but they suck for capturing quick project details on the fly.
They're [Checklists] useful, but setting them up and maintaining them was too much work. They're not easy to use.
They're [Checklists] useful, but setting them up and maintaining them was too much work. They're not easy to use.
Checklists Require Too Many Steps
In talking with users, it was obvious why our stickiness was less than desirable. For users just looking to jot down quick to-do’s, it required them to navigate through several steps: jumping from project to checklists, deciding on creating a new list, choosing between starting from scratch or using a template, and then creating tasks. This tedious process led to frustration and poor retention.
Checklists Require Too Many Steps
In talking with users, it was obvious why our stickiness was less than desirable. For users just looking to jot down quick to-do’s, it required them to navigate through several steps: jumping from project to checklists, deciding on creating a new list, choosing between starting from scratch or using a template, and then creating tasks. This tedious process led to frustration and poor retention.
Checklists Require Too Many Steps
In talking with users, it was obvious why our stickiness was less than desirable. For users just looking to jot down quick to-do’s, it required them to navigate through several steps: jumping from project to checklists, deciding on creating a new list, choosing between starting from scratch or using a template, and then creating tasks. This tedious process led to frustration and poor retention.
Exploration
Sketches and low-fidelity whimsicals were key to this project. They helped validate some ideas and showed others were too complicated for our first go. These early design stages gave us crucial insights, letting us focus on the doable solutions for the MVP release.
Exploration
Sketches and low-fidelity whimsicals were key to this project. They helped validate some ideas and showed others were too complicated for our first go. These early design stages gave us crucial insights, letting us focus on the doable solutions for the MVP release.
Exploration
Sketches and low-fidelity whimsicals were key to this project. They helped validate some ideas and showed others were too complicated for our first go. These early design stages gave us crucial insights, letting us focus on the doable solutions for the MVP release.
Building Confidence
We initially considered adding future features like attachments and assignments in existing navigation tabs but decided to launch with a simplified MVP. The Figma/Whimsical hybrid design stage was crucial, allowing the visualization of interactions before high-fidelity prototypes. This mockup resolved uncertainty about placing Tasks in the web sidebar, as I was unsure whether it provided enough long-term real estate.
Building Confidence
We initially considered adding future features like attachments and assignments in existing navigation tabs but decided to launch with a simplified MVP. The Figma/Whimsical hybrid design stage was crucial, allowing the visualization of interactions before high-fidelity prototypes. This mockup resolved uncertainty about placing Tasks in the web sidebar, as I was unsure whether it provided enough long-term real estate.
Building Confidence
We initially considered adding future features like attachments and assignments in existing navigation tabs but decided to launch with a simplified MVP. The Figma/Whimsical hybrid design stage was crucial, allowing the visualization of interactions before high-fidelity prototypes. This mockup resolved uncertainty about placing Tasks in the web sidebar, as I was unsure whether it provided enough long-term real estate.
Key Takeaways
This is one of my favorite projects, not for its complexity, but for how quickly we met our target audience’s needs while adding value to our business. The key lesson: sometimes less is more. Over time, our extensive Checklists proved less ideal for users seeking a simple, quick solution. If I had to do it over again… • I would’ve prioritized gathering usability feedback early, which likely would’ve highlighted some initial shortcomings with the MVP.
Key Takeaways
This is one of my favorite projects, not for its complexity, but for how quickly we met our target audience’s needs while adding value to our business. The key lesson: sometimes less is more. Over time, our extensive Checklists proved less ideal for users seeking a simple, quick solution. If I had to do it over again… • I would’ve prioritized gathering usability feedback early, which likely would’ve highlighted some initial shortcomings with the MVP.
Key Takeaways
This is one of my favorite projects, not for its complexity, but for how quickly we met our target audience’s needs while adding value to our business. The key lesson: sometimes less is more. Over time, our extensive Checklists proved less ideal for users seeking a simple, quick solution. If I had to do it over again… • I would’ve prioritized gathering usability feedback early, which likely would’ve highlighted some initial shortcomings with the MVP.