Automated Workflow Application
Overview
Workflows are the way managers and practitioners get their tasks done in a series of sequential steps. While on the application side at Lifion, I was tasked to design an application that would enable a manager or practitioner to take a task, break it down into subtasks and assign out to associates. For the first associate in the order, they should be able to receive a task alert, perform it, and upon completion the manager/practitioner should be updated and automatically the next task alert would be sent to the following associate in the sequential order.
My Roles
User Experience
UI Design
The Challenge
These were the app’s requirements for the HRP/manager’s role:
Ability to break down a task into multiple sub tasks and assign to associates
Ability to oversee all issued tasks in their progress states
Ability to receive alerts when either a subtask task or full task was completed
A feature enabling communication between both manager/practitioner and associate
Flows - Manager or Practitioner create workflow
Create New Workflow Wireframe Flow
Below is how a manager/practitioner creates a workflow using this app. From the dashboard, they can navigate to the Workflow App that displays a table of all the tasks they’ve created. In the upper right hand side of the page is a “Create New Workflow” button that when is clicked, displays a modal of the “Create New Workflow” form. After filled out and saved, their task list is updated and the process begins with an alert sent to the first associate in the order.
From here I decided to start with low fidelity wireframes and originally intended for this to be a two step wizard:
Define the workflow and create subtasks
Review and Save
However, I noticed in the “Create New Workflow” process, seen in the illustration above - (third frame) that I was going to run into scaling issues when applying subtasks. Realistically, that could be any number and I was concerned about the user constantly scrolling up and down as well as the ability to manually change the order of subtasks via dragging and dropping. To solve that, I decided to change it from a two step wizard to a three step wizard.
