This case study was completed in 2020 as part of the UX/UI Immersion program at Thinkful. The aim of this project was to give students in the program real world experience working with a real client.
Task Smart is an all in one task management app for freelance entrepreneurs so they could spend more time with their clients and less time focusing on everything behind the scenes.
Task Smart would allow users to schedule and reschedule appointments, track invoices, their status, and provide clients with a curated video library of learning resources. For the sake of the design sprint, we focused on the minimum viable product, which based on the pain points of our client was scheduling and rescheduling appointments.
We downloaded popular apps that individuals use to organize their business such as TimeBloc, Quickbooks, and Square, etc. Since we were creating an all in one app we wanted to ensure that Task Smart incorporated the best features from all of the apps while following the simple flow that was common for business management apps. With our client being a music teacher, we also looked into tutoring and music apps to find the best way to incorporate some of those features into the design without making an app specifically for music teachers.
Our persona was created to represent the average freelancer when running a business by yourself there is always a lot of information to keep up with and it can become quite cumbersome when lacking organization and syncing capabilities. We used Micheal as a guide when creating Task Smart as we wanted it to be simple to use and accurate so he didn’t spend more time organizing and managing his business than performing and teaching lessons.
We designed our journey map based on the everyday task of our client Will. He currently uses multiple apps and interfaces to run his business and at times it can be overwhelming and time-consuming. Will currently spends the most time tracking appointments, viewing invoices, and transferring all of his data to an excel spreadsheet. Using this journey map we were able to determine what issues were the most important to the client and ensure that our solution resolved his biggest pain points.
In order to identify the MVP, we began to map out our user flow. Based on the persona’s biggest pain point, using multiple apps to manage his appointments and expenses, we wanted an intuitive interface that didn’t include multiple layers of unnecessary screens.
Our visual designers selected Roboto as the only font for the app, with a salmon pink color chosen from the color palette of our clients website.
Our solution was to have users login and view a daily schedule. If they had an appointment in need of rescheduling, there would be a notification pop up along with a notification symbol in the bottom navigation bar. From there, they could view the day of the original appointment and select a new time for the appointment.
We created an alternative flow so users could easily see notifications that would lead directly to the required action without having to dig through multiple layers of screens due to a large amount of content within the app. Our designers also updated the visual design of the app to fit with iOS standards.
Our users failed to recognize a notification pop up at the top of the screen and would resort to an alternative flow. This pathway is located at the bottom of the navigation bar which contains a calendar icon with a red notification symbol. After logging in, the users’ attention would be drawn to the notification in the bottom navigation bar and they would click there to enter the calendar within the app. Upon clicking that notification the calendar would show briefly and would be followed by a pop-up screen overlay that contained information about the reschedule request with an option to view the request on the calendar. If this option was selected, Task Smart would show a list view of the schedule with the reschedule request highlighted in red to show that an action is required. Responding to the request is followed by two confirmation screens that complete the mission.
We discovered test participants would take between 5 and 40 seconds to navigate from one screen to another. They explained some screens were confusing and would leave them feeling lost or unsure where to click.
Future plans for the app would include eliminating repetitive information from the search results screen, and conducting further user testing on alternate sites to test the speed of the app and find out if it truly is an internet connection issue or if the amount of time spent on each screen is due to users not being able to easily locate the information they are looking for. As this was created as part of an assignment for a class project, there are no current plans to further iterate on it.
After working with a real client to design an app or website, each individual was tasked with redesigning the app on their own. Above is the final design that our team of four created while working with a real client.
The first step in redesigning Task Smart was to take inventory of all of the elements being used in the current design. I also added a new color palette to the inventory library after a brainstorming session with a mentor. During the brainstorm, we came up with words to describe some of the feelings the app would hopefully invoke within the users. From this brainstorming session, I came up with a color scheme based on coffee because doing your daily tasks should be as simple and as rewarding as enjoying a morning cup of coffee.
After taking inventory of the current design elements, I created a new mood board with the new color palette and began updating the design elements to reflect new design choices.
While redoing the logo was optional, I felt it was necessary as the original logo could come across to users as impersonal and boring. I didn't want to completely alienate users so I played around with merely changing the colors or only pieces of the icon before conducting some preference tests that showed users liked the coffee cup icon with a simple checkmark.
Creating wireframes to go with the new design was a bit challenging since I merely wanted to simplify the user flow without altering it entirely. What I ended up with was a dashboard with a quick overview of the different features within the app. From there, the user is able to access the different features without feeling overwhelmed. For this particular project, I iterated on the screens needed for a user flow of a scheduling task.
The final touch was putting all of it together, the new colors, the new typography, and creating mockups of what the final app may look like someday. As this project was for a class assignment, there are currently no plans for further development or design work on this app at this time.