Taskflow Pro

Taskflow Pro

Learning from other Workflow products, I'm redesigning a platform that not only streamlines the existing experience but also upgrades it with new features for the Information Management System

Learning from other Workflow products, I'm redesigning a platform that not only streamlines the existing experience but also upgrades it with new features for the Information Management System

Project & Workflow

Project & Workflow

Dashboard

Dashboard

Conversational AI

Conversational AI

Management System

Management System

ROLE

UX/UI Designer, Information Architect


TOOLS

Figma, Figma Make, Claude AI


TIMELINE

November 2025


PARTNER

Solo Project

PROBLEM STATEMENTS

How can a Workflow & Management platform help increase performances of mid-sized companies?


PRODUCT INTRODUCTION

TaskFlow Pro is an all-in-one project management platform that unifies communication, task management, & information management system in one intelligent workspace.


FRAMEWORK USED

  • Double Diamond model in Design process

  • Zettelkasten in Note Taking method

  • Agile in Project management


OVERVIEW

PRODUCT CHALLENGES

I began with researching on finding out why there are so many platforms out there already, yet new teams of 5-10 members still struggle with onboarding the team and forming working dynamic, included:

  • Lost information across platforms
  • Missed deadlines due to poor visibility
  • Wasted time searching for files and updates
  • Lack of accountability on task ownership
  • Difficulty tracking project progress for managers

From there, I categorize on which problem that this new platform can encounter and which are out of scope


PROJECT TASKS

Some main jobs are set out to finish this project smoothly


INFORMATION ARCHITECTURE

PRODUCT CHALLENGES

HOME
DASHBOARDS
SETTINGS
CHAT
PROJECT MANAGEMENT
INFORMATION MANAGEMENT SYSTEM
ONBOARDING

Navigation Bar

Project Performance

Profile Management

Threads

Menu Bar

IMS Process

Getting Started

Reminder

Team Productivity

API Integrations

Chatbox

View Customization Bar

IMS Method

Guidance Overlay

Customization View

Resources Allocation

Billings/ Upgrade Plan

Connection


IMS Products


Timeline Adherence

Timeline Adherence

Help Center



AI-powered Assistant



PRODUCT FEATURES

DASHBOARD

Transforming Project Oversight Through Intelligent Dashboards

The dashboard provides real-time visibility across 4 critical dimensions: Project performance, Team productivity, Resource allocation, Timeline adherence. With those visualization, managers can quickly identify bottlenecks, recognize achievements, and make informed decisions without drowning in spreadsheets


Project Performance
  • How complete is each project?
  • Are we on track to finish on time?
  • How fast are we completing tasks?

Through visual indicators like Task completion rates, Health scores, & Velocity charts, teams gain immediate understanding of project status. while the Resolved versus Created tasks chart reveals whether the team is gaining ground or falling behind.
These insights help teams course-correct early, celebrate wins appropriately, and maintain realistic expectations with stakeholders.


Team Productivity
  • How productive is the team?
  • Who needs help/support?
  • Are we working efficiently?
  • Is quality maintained?

Understanding team dynamics requires more than counting completed tasks. The Team Productivity dashboard illuminates who needs support, who are worthy of recognition, whether quality is maintained, and how efficiently the team operates.
By monitoring workload distribution, managers can prevent burnout and ensure sustainable pace across the team.


Resource Allocation & Timeline Adherence
  • Are we on schedule?
  • Will we meet the deadline?
  • Which milestones are at risk?

2 views address resource management and schedule risks. The Resource Allocation perspective reveals who is overloaded, where resources are underutilized, and what obstacles impede progress. Meanwhile, Timeline Adherence tracking shows whether projects remain on schedule, which milestones face risk, and whether deadlines are achievable. Together, these dashboards enable proactive management—shifting resources before crises emerge and adjusting timelines based on real data rather than optimistic assumptions.


PRODUCT FEATURES

INFORMATION MANAGEMENT SYSTEM

A comprehensive knowledge architecture that transforms how teams capture, organize, and retrieve information. The only Information Management System recognizes that project work generates countless documents, notes, and conversations—and that traditional folder structures often fail to surface the right information at the right time.


Process: Create, Save, Retrieve

We structured the entire system around 3 fundamental actions that mirror natural knowledge work.

  1. Create phase helps users generate note-taking documents while seamlessly connecting them with external books, internal projects, tasks, and chat conversations.

  2. Save phase eliminates organizational friction—the system guides users toward logical structures with minimal effort, preventing the "where should this go?" paralysis that plagues traditional systems.

Retrieve phase addresses what we identified as the most critical yet overlooked challenge: actually finding information when you need it.


Intelligent Organization Methods

Rather than forcing users into a single organizational paradigm, we built five complementary methods that accommodate different thinking styles and use cases.

Zettelkasten system

provides permanent identifiers for tracking items across the platform, ensuring references never break even as content evolves.

Hashtag Network

creates flexible connections between related concepts, allowing teams to link documents organically without rigid hierarchies.

Categories

establish clear organizational boundaries through primary groupings like Project Type, Department, or Status

Tags

enable multi-dimensional classification where items carry multiple attributes simultaneously

AI-powered assistant

ensure that information surfaces through search, browsing, suggestions, or conversational queries.


PRODUCT FEATURES

API Integration

I developed a centralized integration hub that connects Taskflow Pro with the tools teams already use daily. Rather than forcing users to abandon their existing workflows, we built a bridge between platforms. The integration hub supports essential productivity tools like Slack, Zoom, Microsoft Teams, Trello, Asana, Jira, and more, enabling seamless data flow across the entire project ecosystem. This approach respects that modern teams operate across multiple platforms and need those tools to work in harmony rather than in silos.


Streamlined Connection Process

Each integration provides clear instructions—whether it's generating an API key from Trello, configuring a webhook URL for Slack, or authorizing access through OAuth


Flexible Feature Configuration

Users can select exactly which capabilities they want active—such as importing boards from Trello, syncing cards as tasks, or enabling two-way label mapping. For Slack, teams might choose to send task updates to specific channels, create tasks from messages, or receive daily digest notifications.


Smart Customization Options

Teams can enable or disable notifications based on their communication preferences, activate bidirectional syncing to keep data current across platforms, and set up auto-creation rules that reduce manual data entry.




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