Kanban board for task management

Scenario

Metrics to improve

• Retention: After initial excitement, users usually stop updating their tasks regularly. Increased active usage over time would indicate the Kanban board’s usefulness in managing tasks.
• DAU (Daily Active Users): New view should encourage people to track their progress and update tasks daily.

UX Objectives

• Visual Task Management: Provide users with a clear, visual representation of their tasks and workflows, enabling them to manage workloads effectively.
• Customization: Allow users to customize the Kanban board by adding or renaming columns to fit their specific project needs.
• Finding information: Provide necessary filtering and sorting capabilities. Consider introducing a search functionality.
• Ease of Use: Ensure the Kanban board is intuitive to use, with drag-and-drop functionality for task movement, easy task creation, and editing.
• Quick updates: Allow users to make quick updates to some of their task details directly from the board, without opening the task editor.

Tasks / Scope

• Desk research
• • Research the most popular task management applications that provide Kanban to establish the baseline for included features. (Notion, Asana, Trello, etc.)
  • Focus on features that serve individual users, not teams. Find out about what level of customization those apps offer.
  • Watch tutorial videos on organization and task management using Kanban boards to identify key features and flows.
• User research
• • Talk to 5 users of productivity or task management apps. You can source them online or from your friends and family. Find out what their workflow is, how they use the apps, what tasks they track, how often they update their boards, what they like about the products they use, and what could be improved.
  • Prepare a research scenario to help you perform the interviews.
  • Sum up your results and create a summary of key findings.
  • Prepare problem statements and user stories based on your research results.
• Low-fidelity exploration
• • Create low-fidelity designs to explore different ways of approaching the problem. Choose 2 leading ideas and use digital tools, like Figma or Excalidraw, to finalize those sketches.
  • (Optional) Get feedback from other Designers or people you interviewed to choose the better solution to move forward with.
• High-fidelity design
• • Create pixel perfect high-fidelity mockups for your chosen idea.
  • Create a small UI kit for your app to ensure consistency. If you’ve decided to add this feature to an existing app, use its visual language.
  • Create a clickable prototype that you’ll use for usability testing. Suggested minimal scope: creating and editing a task, creating and editing a column, moving tasks between columns, updating progress, switching between list and kanban view.
• Usability testing
• • Test your prototype with 5-6 people. You can meet them in person or use video conferencing to perform this research.
  • Prepare a usability testing plan. You can use this template.
  • Take notes from your interviews, and identify key areas to improve.
  • Summarize your usability testing in a 1-2 page long document.
  • Make corrections to your design based on research findings.
• Measuring success
• • Examine how you would measure the success of this project. What metrics would you track to ensure that your designs perform well.

Acceptance criteria

• Platform compatibility: Web.
• Task Management: Users must be able to create, edit, delete, and move tasks between columns using drag-and-drop functionality.
• Customizability: Users can add, rename, and remove columns, adapting the Kanban board to their workflow needs.
• Task Details: Clicking on a task should open a detailed view showing all relevant information, such as descriptions, deadlines, and assigned members.
• Drag-and-drop: Design visual solution for this flow - card and column states when hovering, dragging, etc.
• Sorting and filtering: Provide sorting and filtering capabilities useful for individual users. Consider providing a search functionality. Design empty state for no results.
• Visual design: If you’re designing a board for an existing app align with its design system. If not, create a visual language unique for this application.

Nice-to-have

• Color-coded tags: Provide color-coding options for tasks based on priority, category, or user preferences.
• Due dates and reminders: Inform users about upcoming deadline.
• Subtasks and checklists: Enable users to create subtasks or checklists within a task card to break down large tasks into smaller, more manageable steps. Completion of each subtask would update the overall task progress.
• Analytics and insights: Provide individual users with insights or analytics about their task completion patterns, helping them understand peak productivity times, task completion rates, and other personal trends.
• Responsiveness: Optimize the board for use across various devices, including desktop, tablets, and mobile phones (in the web browser).