Increased Engagement on Taskworld Mobile Channel

Increased Engagement on Taskworld Mobile Channel

Redesign Design

UX Research

Design System

B2B

Mobile

PROJECT OVERVIEW

Taskworld is a workplace management tool that helps empowers businesses to streamline operations, enabling better communication and collaboration.
Problem

Despite its benefits, some users have expressed dissatisfaction with the existing mobile application and have consistently provided feedback to CX team for improvement.

My Role

I joined this project as a part of product design team in it’s early stages to redesign the entire mobile experience where I conducted continuous product discovery and collaborated with team to provide end to end product design handoffs with mobile design system.

Outcome
60%

Users found new gestures useful for instant tasks and productivity.

Maze Report

85%

Users found redesigned app intuitive and effortless to navigate.

Maze Report

80%

Users reported a more satisfying learning experience overall.

Maze Report

Tools Used

Figma

Miro

Maze

Intercom

Mixpanel

Disclaimer: The data in this case study is simulated and created solely to demonstrate my design process. I strictly adhere to confidentiality agreements, ensuring no proprietary or sensitive information is disclosed.

HIGHLIGHTS

Designed for Peak Productivity

EASY NAVIGATION

We designed dashboard with minimal interaction and easy to navigate

QUICKER GOALS

Now Task screen has everything you need. Create, Update, Comment and Complete.

STAY UPDATED

Most of our customer do use notification so we designed the optimized notification screen.

KICK-OFF MEETING

Setting up Goals

Before jumping into creating process and discovery, we hold a meeting with stakeholders to defined Goals for this project in terms of delivering value to both Customer and ourselves as a Business.

Customer Goals
  • Identify customer needs that are currently affecting 35% of our existing mobile users

  • Introduce new skin for mobile app with a lot of enhancement in accessibility

Business Goals
  • Increase Customer Engagement and Retention using mobile app by 40%

  • Repositioning Taskworld to acquire more paid customers by 15% through mobile app

Design Process

We developed a non-linear process within the LeSS (Large Scale Scrum) Framework for continuous product discovery and development, where we often revisited the root problem or brainstormed new solutions after testing ideas.

Me

Head of Design

Product Manger

Head of Engineers

Product Engineers

Sprint 1

S1

Sprint 2

S2

Sprint 3

S3

Sprint 4

S4

Sprint 5

S5

Sprint 6

S6

Sprint 7

S7

Sprint 8

S8

Sprint 9

S9

Sprint 10

S10

Sprint 11

S11

Sprint 12

S12

Phase 1: Chatting

Chat

Phase 2: Notifying

Notify

Phase 3: Task Management

Task App

🔎 Continuous Discovery

🔎 Continuous Discovery

🎯 Define / Reframe the Problem

🎯 Define / Reframe the Problem

💡 Ideate & Prototype

💡 Ideate & Prototype

✅ Validate & Iterate

✅ Validate & Iterate

DISCOVERING ISSUES

Exploring Current Usage

We started by deep diving into existing mobile usage through Mixpanel to identify the most common app features.

56%

Seeing Notification

45%

Replying to Chat on Channel

42%

Commenting on Task

32%

Add Task on Project

31%

Task: Properties Tab

25%

Starting Time Tracking

17%

Switching to Workspace

13%

Add Due Date on Task

10%

Create Button - Task

9%

Add Location to Task

7%

Move Task on Project

3%

in-task-properties-add-description

2%

in-task-file-tab

1%

in-project-add-tasklist

User Flow Analysis

Mapping Mixpanel's flows with our existing Information Architecture helped us to calculate the user drop-off rate for each event.

We took screen and mapped the top used events on Miro that I found on Mixpanel

We examined top used events more on Mixpanel to find where user are dropping off

With all these analysis and reports, We found that:

65%

of features in mobile app were hidden and unused with zero usage

44%

customers were dropping off overall after navigating to different screens

32%

customers stucked in an infinite loop when they wanted to go back

Customer Surveys

To further investigate these issues, we wanted to gather more qualitative data from our customer. We worked with our customer success team to design a survey through Intercom and selected 50 workspaces to sent out.

96

Participants

50

Workspaces

06

Questions

Results

Within one week, we got over 96 results out of 50 workspace we potentially selected for. We found that:

They dropped off due to:

Difficult to Navigate

49%

Bad User Interface

32%

Bad Performance

19%

They use mobile app to:

Check their tasks

Comment on tasks

Chat

Check notification

View project

44%

Users aims to have quicker & shorter goals

72%

User uses mobile app when working outside

REFRAME THE PROBLEM

Design Opportunities

The above findings helped us further narrow down problems facing on mobile app, so we identified few design opportunities here:

We know that our mobile app has alot of unused features.


How might we design an app with few most common features, that would increase the performance by 40%?

We know our customer wants shorter goals in the app.


How might we design an app with simple yet easy to navigate, that would increase the engagement by 20%?

Creating Stories

Through multiple iterations and revisiting the problem, we formulated additional design questions. I worked closely with product manager to identify, create and refine user stories based on customer needs

While we were creating stories, we used RICE framework to prioritize features according to our customer needs.

Note: All data are edited due to confidentiality

IDEATE AND PROTOTYPE

Brainstorming Ideas and Testing them

We conducted brainstorming workshop with other designers and engineers during refinement sessions to Ideate and Validate on different design questions.

For Instance,

How might we minimise the interaction on dashboard?

And we tested using Maze

We found some insights while testing ideas with internal team:

The average time for completing frequent goals reduced to 1 minute after redesign

The task we designed for testing were straight forward and clear

Creating High-Fidelity Prototypes

We started working on High fidelity prototypes by structuring Design System for the user interface and determining major screens of the app.

While structuring components, we used Figma variables to optimize the design before handing it over to the developer.

we designed over 100 of scenarios with each module with clickable prototype that we were using for usability testing.

TEST AND ITERATE

Usability Testing

We select few but most frequent scenarios for Usability Testing that we were conducting over Maze

Testing Session

We invited both internal and external participants to complete various tasks. We asked follow up questions to get feedback

15

Participants

05

Tasks

56%

Average Success Rate

Completing Task

Adding new Task

Over a week, we got numerous feedbacks from participants which we used to iterate our design further.

None because It seems easy to use thanks

At first, I thought this is a not swippable card

It is easy to use but at first it required me a moment to understand how to complete task from dashboard

When set date it would be better if default date section to be selected with "start date" not " due date" as I have to click again to "start date" to set start date. Thanks

On the second screen I was not able to adjust the time. The rest of the experience was intuitive.

All good. The only thing that was confusing because I think I either know it differently from desktop or I just rarely set start dates that after adding a start date the date screen remained open for the due date. Same like booking a hotel or a flight. I think a little visual feedback that start date was set successful would help so I know I can go ahead and set due date right away.

Gathering Feedback and Improving

We gathered and synthesized feedback and recommendations from participants we got from usability testing. We grouped them into themes and reddesign the solution accordingly

Feedback

Dashboard should have my stats rather than recent tasks

Redesign

We redesigned dashboard with simple task overview and stats

Feedback

There are too much task details on card in overview screen.

Redesign

We designed solution to change the details on task cards

CONCLUSION

Major Takeaways

Challenges

During the project, I faced several challenges, including conducting UX research within the LeSS Scrum framework to meet agile delivery deadlines, efficiently integrating Figma variables into our existing design system, and assisting the product manager in prioritizing tasks using the RICE framework. Despite these hurdles, I took full responsibility from the discovery to delivery phases, facilitating ideation and testing sessions, ensuring timely completion of deliverables, and ultimately enhancing my skills and learning.

Learnings

As a product designer, collaborating closely with the Product Manager to prioritize the user backlog, I learned valuable skills in conducting UX research within the LeSS Scrum framework. I gained experience in efficiently integrating Figma variables into our design system and utilized external tools like Mixpanel for data analysis. These tools enabled me to gather real user data and transform it into meaningful insights, which I leveraged to design new opportunities for improvement.

Future Work

As the scope of this project is ongoing, we are continuously explored new opportunities for improvement in mobile app that can provide value to our customers. We gathered feedback and continued to iterate on product cycle to ensure that it meets the evolving needs of our users.

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