Custom Project Templates
Taskworld
My Role
Product Designer - User Research, Competitive Analysis, User Flows, Interaction Design
Timeline
Oct to Dec 2021
Overview
Custom Templates has been one of the most requested features at Taskworld. There was an alternative feature called copy project that was suggested as a workaround. However, this also causes several other issues in terms of analytics and clutter.
I was responsible for leading this project to refine the core problems and propose a solution. My team consisted of a product manager and 5 engineers.
After completion of this project, it had become the second most used feature during project creation, with 20% of new projects using a custom template.
Context
Discover an Opportunity
Quotes taken from customer support tickets
Research
Problems With the Copy Project Workaround
Copy project feature duplicated unnecessary information.
"I don't want comments, activities, attachments, and completed tasks to be duplicated to a new project."
Hard to distinguish between templates and actual projects
"My team member mistook it as an actual project and started working in the template"
Template tasks affected the accuracy of all analytics
"An Overview page included tasks and projects that were created in the template"
User Journey
Competitive Analysis
Our goals were to understand our position among competitors and what features we needed in order to compare with our competitors.
Solution
Design
We had been through several iterations of the template feature in terms of design, solution, and feasibility for the MVP. Due to limited technical resources and time, we decided to go with a solution to save an existing project as a template and have a list of templates available for users when creating new projects.
Create a Template
Save a project to template from the project settings
Use a Template
When triggering the new project button, choose the “Saved template” tab to see the project templates
Delete a Template
Users can delete created templates from the template list.
Results
Feature Launch!
“Custom template became the 2nd most used template with 20% of all new projects using it.”
After we launched this feature we checked the usage data of custom templates compared with the starter templates Taskworld provided to users.
Key Takeaways
💡
Understanding User Feedback is Essential
User feedback provides insight into their needs, motivations, and challenges, revealing opportunities for innovation and supporting fast informed design decisions.
🙌
Engineers Should be Involved
Involving engineers in the ideation phase reveals constraints from different perspectives and undercover new approaches to refine design solutions.
🤝
Design Specifications Improve Collaboration
Clear design specifications maintain consistency, prevent misunderstandings, and minimize time spent on back-and-forth communication.