All case studies

B2B SaaS, 2023

TaskFlow: cutting cognitive load in enterprise project management

Power users of an enterprise project tool were drowning in data. The redesign answered one question first: what do I need to do today?

Role
Lead product designer, end to end
Users
Enterprise project managers
Year
2023
Scope
Research, IA, data visualization, accessibility
Project timeline view with teams, tasks and schedule
  • +25%Daily active users on the new dashboard
  • −15%Time to complete tasks
  • 32 → 48NPS within three months

The challenge

TaskFlow is a powerful tool used by enterprise teams, but power users reported "dashboard fatigue". The interface was so cluttered that the simplest question, "What do I need to do today?", was hard to answer.

Discovery

I ran over-the-shoulder observation sessions with eight project managers and saw a pattern: people opened five or more tabs just to cross-reference task status.

“I spend more time managing the tool than managing my project.”

Senior PM, FinTech client

Key insight: the product wasn't missing features, it was missing context. Data was siloed across Gantt, Kanban and list views.

Strategy: contextual density

I rebuilt the information architecture around progressive disclosure, surfacing critical data first and letting people drill down only when needed.

  • Unified view: a master table combining status, assignee and timeline.
  • Smart filters: natural-language filtering, like "high priority tasks due this week".
  • Focus mode: hides navigation and sidebars for deep work.
Projects timeline with team assignments

Designing for density

A strict 4px grid and restrained color coding created hierarchy without overwhelming the eye.

The health indicator

Instead of raw dates, a computed health status (on track, at risk or delayed) removes the mental math of working out what's late.

Accessibility

The new design met WCAG 2.1 AA:

  • Keyboard navigation with J and K to move between rows.
  • Screen readers get proper scope attributes and labels on every data table.
  • Color independence: every status pairs color with an icon.

Impact

Post-launch analytics in Mixpanel showed:

  • Daily active users on the dashboard up 25%.
  • Time to complete tasks down 15%.
  • NPS up from 32 to 48 within three months.
Next case study VitalMonitor HealthTech and accessibility, 2023

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