Mobile Task Tracking App  |  Productivity & Wellness

A Mobile App Feature to Support a Leadership Development Training Program

Overview

The Client

I.Liv is a startup on a mission to promote more women into leadership positions.

The Problem

User feedback from the pilot program indicated a desire for additional practical guidance on achieving promotions and succeeding in the workplace. In response, the founders developed a leadership development training program. My task was to design a feature within the existing app to support this new course.

Outcome

I designed an MVP of a feature to support the Leadership Development (LD) Program.

    My Role

    As the sole designer I determined where to place the app within the existing architecture, mapped task flows, designed low to high-fidelity wireframes, and strategically added to the existing design system.

    The Team

    • Co-Founder/Head of Product
    • Founder
    • Lead Software Engineer
    • Product Designer (myself)

    Project Timeline

    2 months

    I.Liv is a Task-Tracking App that Calculates Task Completion Scores

    Users categorize tasks into five life categories. Tracking metrics help users understand where they are spending their time.

    Key terms include:
    Rocks: Daily tasks that are user-defined.
    Hills: Long term goals that are user-defined.
    Gems: Predefined tasks within the LD program.

    On the left, the Daily Assess, where users mark tasks as complete. On the right, the Tracking screen, which shows users how they are spending their time.

    Task Flows and Placement

    Translate Product Concept into Task Flows

    I began the project by identifying and mapping task flows. Doing so allowed me to ask follow-up questions and ensure alignment of project goals.

    Early sketches of primary tasks with notes and feedback from the Head of Product/Co-Founder. These sketches ensured alignment on the project.

    Sketch Concepts for the Feature Placement

    I sketched two concepts with the following goals in mind:

    Highlight the New Feature Without Diminishing Existing Features
    Support the Frequency that Users Access the LD Program

    Concept one introduced a new location. Concept two nested the feature within an existing feature. Though placement was top of mind, I suspended the question and dived into wireframes.

    Initial concepts for placement of the new feature.

    Wireframes

    Build Wireframes to Test Feature Placement Concepts

    I used wireframing to help answer the larger question of where to place the LD program within the app. I began with the Enrollment Flow, as this would be the first touchpoint for users. To start, I focused on the screens themselves and was not yet concerned with specific entry and exit points of the flow.

    First Iteration of the Enrollment Flow

    Notes on Iteration One

    1. Select a Start Point Screen Should Not Appear During Enrollment

    The screen requests a time-consuming task midway through enrollment. We were concerned that users would abandon the flow or hastily complete the task.

    2. Confirmation Screen Needs Clarification

    The Confirmation Screen asks user to select a theme. An ideal approach would be a true confirmation message without an additional task.

    3. Need to Allow for Undo and Exit

    The Confirmation Screen design created uncertainty regarding program enrollment and what would happen if users selected the back button or exited the flow before selecting a theme.

    Second Iteration of Enrollment Flow

    Notes on Iteration Two

    1. Post-Enrollment Screen Not Ideal

    Ideally, only simple instructions on next steps would be displayed and not a screen asking users to complete a lengthy task.

    2. Tabular Navigation Created Other Navigation Problems

    The tab approach introduced uncertainty as to how users would navigate to post-enrollment LD content and how they might return to the Enrollment Flow.

    3. Confirmation Screen Still Not Working

    Adding the link wasn’t a good solve and though the screen stated enrollment was confirmed, it requested users to complete a final enrollment-related task.

    A Moment of Feeling Stuck

    After the second iteration, I found it was imperative to decide:

    1. How do users enter the flow?
    2. Where are users taken at the completion of the flow?

    Answering these questions was not easy as both were interconnected with the larger question of where to place the new LD feature.

    My Method to Address these Questions

    I built low-fidelity wireframes of the other primary task flows.

    Doing so gave me a holistic picture of the feature.

    I considered: "What are the most intuitive entry and exit points?"

    In other words, I set aside my what I knew about the app and considered which locations would provide the greatest benefits to users. My answer was the Home Screen, as this location was the most frequented.

    Low-fidelty wireframes of the other primary task flows.

    My Solution—A Dynamic Card on the Home Screen

    Continuing with the concept of starting and ending the Enrollment Flow on the Home Screen, I designed a conditional card to match the user's current state in the LD Program.

    The Dynamic Card Unlocked the Puzzle of Where to Place the New Feature

    After mapping the rest of the task flows, it became more apparent that the new feature would need to sit within the existing Hills feature. The concern of this approach is that the content might feel buried. The dynamic card resolved this concern.

    Mental Models of Current Features

    Nesting LD within the Hills best aligned with mental models and existing functionality. However, the nested placement would require tapping through multiple screens to see program progress, adding usability cost.

    Frequency of Access to LD Program Content

    Completion of the program may take 3 to 6 months, and users would need to access core content once very few weeks. Intermittent access over an extended period might pose challenges for users in recalling how to locate the feature within the app.

    Third iteration of Enrollment Flow

    With the concept of the conditional card on the Home Screen approved with the project stakeholders, I moved forward with a third iteration.

    Notes on Iteration Three

    1. Removed the Select a Start Point Screen

    After the second iteration, the Co-Founder/Head of Product and I determined that users could complete this task at a different moment in time.

    2. Decoupled Confirmation Message and Theme Selection

    Moving the confirmation outside of the flow, while containing theme selection within the flow, resolved the ambiguity of enrollment status created by earlier designs.

    3. A Progress Indicator Creates Additional Clarity

    Along with moving the confirmation message, the progress indicator adds a true start and stop point.

    4. The Wireframes were Ready for Visual Design

    Resolving this flow aided the work of finalizing the rest of the LD program wireframes. With this solution, all wireframes were ready for visual design.

    Visual Design

    Gemstones as Design Direction

    Tasks associated with the LD Program are named gems, as stated at the beginning of this case study. Gemstones were the overarching theme of that inspired the visual direction.

    Gemstone icons would be important for the app theme that users select as part of the LD Program. I began this process by looking for three unique gemstone shapes in order to create three distinct gem themes.

    Initial research of shape and color to incorporate into the final design direction.

    I selected distinct shapes and tested them to see if they would work in dimensional and outline styling.

    Next I explored styling for the icons and card backgrounds.

    Finally, I explored color of the LD components in the context of the existing app.

    Outcome

    Prototype of The Enrollment Flow

    Once the visual design direction was established, I built a prototype in Figma. This will be used in the upcoming usability testing.

    The Enrollment Flow prototype I built in Figma uses variables and advanced prototyping logic.

    The Final Placement

    Through building the task flows and wireframes, I determined that nesting the new LD feature within the existing Hills feature would best integrate the feature within the existing app.

    Hills allows users to define a long-term goal and create tasks that work towards completing the goal. The LD program has similar functionality, with the primary difference being goals and tasks are predefined by the LD program.

    What's Next

    1. Finish Content Creation

    Content is currently being written for the full program, including in-person training and the app.

    2. Usability Testing

    I am eager t begin this step to identify opportunities for improvement.

    3.  Development & Pilot Release

    Once the app is live, I intend to gather additional data and feedback to identify areas of improvement.

    Reflection

    This project is the type of design challenge I most enjoy working through, as I had the opportunity to consider the macro (information architecture) and the micro (details on wireframes) in tandem.

    In my UX career, I have learned working in this manner leads to greater opportunities for innovation. The innovative idea for this project is the conditional card on the Home Screen. I arrived at this concept by mapping all task flows and notating challenges on individual wireframes. Working through the details allows me to step back and view the larger interconnected picture and build a holistic system.