Using a descriptive data display informed by user research to streamline large-scale task delegation, and transform the way property managers lead their teams to success.
community management
SaaS
web
Context
ONR's B2B SaaS provides a comprehensive community management ecosystem. At it's core is the Power Admin web app — designed to digitize all aspects of large-scale property and HOA management.
I was challenged to design an advanced task delegation module that harmonized with ONR's interconnected systems, with the business goal of further integrating the platform as an indispensable tool in managers' daily workflows.
Tools
Figma
FigJam
Adobe Illustrator
Team
Me • Lead Designer
Nicolas Turbay • CPO
Timeline
Jan 2023 - April 2023
Research
Speaking with users was key in identifying the ways my feature could streamline the task delegation process.
First, I became a sponge — understanding the UX patterns in ONR's existing products enabled me to build a feature that could seamlessly meld with users' conceptual model of the system.
After interviewing users, I discovered that property managers represent a wide range of needs and contexts. To achieve our business goal, I needed to create a solution that delivered value to everyone. I came away with three challenges that needed to be addressed:
Task Complexity
Tasks can be quite nuanced, requiring detailed instructions and careful management.
Task Repitition
There's no simple way to put tasks on a recurring schedule.
Task Volume
Clients of different sizes varied in the amount of active tasks they had at once. How could I maximize functionality and appeal for both ends of the spectrum?
Information Architecure
Laying the groundwork early allows me to choose the optimal experience.
My mental model was solidifying. After creating a sitemap to establish foundational architecture, I developed UI and task flows to address challenges I identified during user interviews. This helped me refine their solutions within the project's broader scope.
Solving for Complexity
Supporting multiple steps or subtasks adds flexibility, and a setting can enable these tasks lists to be completed in either a linear or nonlinear workflow. Attachments could be added for even more detail.
Solving for Repetition
An option to schedule tasks as recurring eliminates the need for constant setting and resetting, reducing cognitive load and saving time.
Solving for Volume
Introducing two view modes – list view and card view – offers further flexibility across the volume spectrum. List view displays more items at once in less detail, while card view displays fewer items in more detail.
Design
Rapid iteration helped me uncover the key solutions users were looking for
My initial wireframes focused on identifying different ways to show critical descriptive data to users while respecting the UX patterns they were already familiar with. Through exploratory iteration, I settled on two distinct views: a list view that displays more items in less detail, and a card view that shows fewer items in more detail.
Originally, I explored maximizing screen real estate for high-detail tasks.
After getting stakeholder feedback, I reduced the amount of tasks present on screen in exchange for a detail view that could display progress on subtasks.
Additionally, I compiled elements from ONR's design system, altering them as needed to fit the requirements of the task delegation feature, and ensuring scalability by implementing dynamic component properties.
