Video Producer & Editor

Stakeholders● Balance requirements of client (especially as freelancer) and

opinions/skills of other creatives.● Must defend creative choices but know when to acquiesce.

Discovery● I’m an expert at getting people to talk -- learned from hours of

conducting video interviews, and sourcing product expert knowledge for writing scripts.

● With video interviews, aim to bring out genuine emotions from subject.

Ideation● Take results from Discovery & look for patterns, trends, and

the main emotional storyline.● Outputs: Start creating/organizing video edit.

Execution● Iterate on edit until have a final “cut”.● Sometimes able to collect more footage, but often stuck with

what’s been shot and have to figure it out.

UX Researcher

Stakeholders● Balance requirements of business and opinions/skills of other

creatives. ● Must defend creative choices and decisions based on user research.

Discovery● Conduct user interviews, aiming to discover genuine pain points and

needs.● The user is the expert on what they want.

Ideation● Analyze results from Discovery phase● Look for patterns, trends, and the main emotional storyline.● Outputs: Personas, Information architecture, wireframes.

Execution● Iterate on wireframes until have a final “cut”.● Ideally continue to test and collect more research, but budget and

timeline limitations may require executing based on available information.

Discovery Ideation Execution

Iterate on Design

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Discovery

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Ideation

Ideation

The “Projects” section is the Default page for Project Managers when they open Taskly.

Version 1

Version 2

Version 3

Version 4/5

Projects Page, Version 1

Projects Drop-Down:View one project at a time, or all projects.

Progress / Calendar Tabs - Switch between milestones view and calendar view. Can look at next to Projects list.

Big Buttons for Major Project Manager Actions:

- New Project- Add Event- Add Task

Auto-Prioritzed Task List (with filters) - Taskly automatically bubbles most pressing tasks to top of “Top Tasks” list. Filters (in drop-down) will reveal different tasks, such as Blocked Tasks or Unassigned Tasks.

View Task Button on each task - Opens Pop-up with all the Task details, including Commenting section

Projects Dashboard v1 - Progress View Projects Dashboard v1 - Calendar View

“Where is the calendar?”“Is this clickable?”

New Project & New Event don’t need to be shown all the time. Users were already looking for them close to New Projects Drop-down and Calendar anyways.

“Calendar is too small.” When the user clicks here, they want to see the Calendar so make it bigger.

Users went to “Account” to add new team members, which is actually an administrative settings section.

Too much visually asking for my attention on one page -- Where should the user look?

Projects Page, Version 1: Testing Results

Changed “Account” to “Settings” - So doesn’t appear that you can add new user accounts here.

Calendar Moved to Main Menu - Brought “Calendar” into high-level menu to see if users will access more. Version 2 User Testing: User kept going back to Calendar page.

Visually divided Navigation for Project Manager: what they can see on right & what Team can see on left:

- My Dashboard, Team, Calendar is visible to team.

- Project Manager, Clients is only Project Managers.

“Add Team Member” & “Add Task” are only main buttons.

● Moved “New Project” into Projects Drop-down

● “New Event” is only visible under Calendar.

Moved “New Project” into Projects Drop-down. a) Users were looking for it there, b) Infrequent action so OK to hide.

Added Search in Projects Dropdown to facilitate switching projects faster. Will search Active and Archived Projects.

Version 2 User Testing: ““Where is the Milestone on each task?”

Projects Page, Version 2

Moved Project Drop-down- Quickly change to individual projects or All Active Projects on any page of site.- Drop-down was within page sections, but it was confusing if changing for just Projects section or entire site.- “Viewing” makes it clear the user is changing current view. Can also quickly glance current view.

Added “Total Progress” section so PM can quickly glance high level progress.

- Progress bar shows % of total tasks completed

- Shows each project’s final due date and next milestone

- Quick Project Symbol Legend

“Add Task” is highlighted in main navigation on all pages since a main & frequent action for PMs.

- Moved “Add Team Member” to only “Team” section, where users were looking for it anyway.

Added “Upcoming MIlestones”, showing Next Milestone for each active project.

- Can use arrows to skip forward/back to see other milestones.

- Clicking on Milestone automatically loads that Milestones’ tasks in Tasks list on right (expected by users)

Added associated milestone for Tasks

- Instead of Priority. Can still see Priority when “View Task”

Projects Page, Version 3

Too much going on. Not answering PM’s big question: What needs my immediate attention?

Added “Search Tasks” to Task List- Search missing from previous

iteration.

Projects Page, Version 4

Search & “New Task” highlighted at top- Frequent actions- Typing in search bar drops down Search list, which user can select from.

“New Project” button only on Projects page.

Top Navigation Simplified- My Tasks: User manages their assigned tasks- Team Tasks: User views what team members are working on.- Calendar- Projects (Clients are now accessible via clicking on their name in individual Projects widget.)- Notifications: Messages & Updates (see next slides)

Logged In asClickable to edit current user’s account settings. All other settings are editable within relevant sections.

Project Widgets- Each widget shows: Project name, Final Due Date, Client, Team, Progress towards next milestone. - Each section is clickable: Helps Project Manager to focus..- Project Manager can quickly glance progress towards next milestone on each project.

Projects Page, Version 4 - Messages Drop-down

Click to reveal New Messages.- Comments on your assigned tasks- Replies to your Comments- Comments where you’re tagged with @yourname

Quick ReplyOpens pop-up to immediately type in response to comment.

Read/Unread MarkerMark Read or click “X” to remove from Notifications

SettingsModify what shows up in notifications.

Link to TaskJumps to Task Details Page with the Comment highlighted.

Projects Page, Version 4 - Updates Drop-down

Click to reveal New Updates.- Quickly highlights tasks needing attention from Project Manager.- For team members, alerts them when their blocked tasks are unblocked, or an update to a teammates’ task they’re following.

Quick ReplyOpens pop-up to immediately type in response to comment.

SettingsModify what shows up in notifications -- especially important for Project Managers with lots of projects.

Link to TaskJumps to Task Details Page.

Visual Design: Style Guide

Projects Page, Version 5 - Visual Elements Added

Career Foundry UX Designer Course - Completed February 2016