Communication and workflow feature
A powerful communication and workflow hub where users can log interactions, assign tasks, preview outputs, and work faster all in one streamlined interface.
Role
Product Designer
Duration
6 months
Date
Jan 2024
The Problem
Power users handling multiple clients often lost time switching contexts, chasing task ownership, and reconfiguring workflows manually. The previous version lacked a centralized and efficient way to manage communication steps and task creation on the fly.
Goals
Introduce a Speed Work mode for fast task execution
Allow workflow customization using campaigns and templates
Enable output previews before launching actions
Improve task clarity via visible ownership (“From”)
Strengthen communication within work dialogs
Retain layout familiarity while adding dialog enhancements
Lay the groundwork for future multichannel collaboration
A Smarter Workbar
We introduced a new workbar layout that houses essential task functions and user tools in a more intuitive way. This acts as the backbone of user interaction.
Customizable Workflows
Users can now select campaigns and templates to tailor their workflow setup before launching communication actions. This adds a layer of control that didn’t exist in earlier iterations.
Speed Work Mode
The Zap icon activates Speed Work mode, a minimal-tracking mode designed for high-speed execution. It’s perfect for experienced users who don’t need detailed progress tracking for every step.
The Problem
Power users handling multiple clients often lost time switching contexts, chasing task ownership, and reconfiguring workflows manually. The previous version lacked a centralized and efficient way to manage communication steps and task creation on the fly.
Goals
Introduce a Speed Work mode for fast task execution
Allow workflow customization using campaigns and templates
Enable output previews before launching actions
Improve task clarity via visible ownership (“From”)
Strengthen communication within work dialogs
Retain layout familiarity while adding dialog enhancements
Lay the groundwork for future multichannel collaboration
A Smarter Workbar
We introduced a new workbar layout that houses essential task functions and user tools in a more intuitive way. This acts as the backbone of user interaction.
Customizable Workflows
Users can now select campaigns and templates to tailor their workflow setup before launching communication actions. This adds a layer of control that didn’t exist in earlier iterations.
Speed Work Mode
The Zap icon activates Speed Work mode, a minimal-tracking mode designed for high-speed execution. It’s perfect for experienced users who don’t need detailed progress tracking for every step.
Outcomes
The updated Work feature blends speed, customization, and clarity into a focused experience. Users can now work smarter, communicate better, and scale task management with confidence, all from a single workspace.
What I Learned
Speed and customization can live side-by-side when interactions are intuitive
Designing for power users means reducing friction, not just adding features
Exposing metadata like task ownership strengthens trust and team coordination
Laying the foundation for future enhancements makes scaling smoother
Outcomes
The updated Work feature blends speed, customization, and clarity into a focused experience. Users can now work smarter, communicate better, and scale task management with confidence, all from a single workspace.
What I Learned
Speed and customization can live side-by-side when interactions are intuitive
Designing for power users means reducing friction, not just adding features
Exposing metadata like task ownership strengthens trust and team coordination
Laying the foundation for future enhancements makes scaling smoother