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Lief: Tasks Planner & Creating Tasks

Research

User Interface Design

User Experience Design

Book A Demo

Role

UX Designer / UX Researcher

Year

2024

Customer Problems

  1. Scattered Task Management Across Teams: Care workers, managers, and support staff often relied on sticky notes or whiteboards to track tasks, which sometimes led to things falling through the cracks.

  2. No Centralized View of Daily Activities: There was no unified place to see what was scheduled for the day, who was responsible, or what had been completed.

  3. Limited Visibility for Managers: Managers had no quick way to monitor workload distribution, check pending items, or ajust tasks when emergencies came up or priorities changed.

Feature Overview

The Task Planner is a calendar-based scheduling and task management feature designed specifically for children homes & supported accommodations. It brought clarity, coordination, and structure to the daily flow of responsibilities within the homes.

Goals

  1. Foster better teamwork and communication across staff.

  2. Ensure critical tasks are tracked and completed on time.

  3. Give managers real-time oversight of task flow and staff responsibilities.

  4. Create a calmer, more organized environment for both young persons and caregivers.

User Journey 1

Home manager wants to quickly create new tasks from the task planner.

User Journey 2

Home manager wants to create a new task from the "tasks, meetings & appointments" page

Key Capabilities

  1. “Quick Add” feature to enable home managers swiftly create new tasks.

  2. Staff based color-coded calendar view for daily, weekly, and monthly planning.

  3. Task assignments linked to specific staff and children.

  4. A smart filter by staff assignees, task type (e.g., medical, admin, recreational), or young person.

Impact Overview

The Task Planner brought organization, visibility, and accountability to everyday operations within the children homes and supported accommodations. With a familiar calendar-style interface, it helped teams stay in sync, reduced missed responsibilities, and improved overall care quality.

  • It primarily provided a centralized, real-time view of all scheduled tasks, making it easier for staff to stay on top of what needed to be done, by whom, and when.

  • It minimized confusion, duplication, or missed duties; especially during shift changes or busy periods.