Task assignees needed a central place to view, claim, and complete workflow tasks, but the initial design couldn't scale. As usage grew, users struggled with long task lists, couldn't act on multiple tasks at once, and had no way to filter by status or urgency.

I owned Task Inbox design from early concepts through years of iteration. I added a filter panel for status, due date, and workflow type. I designed batch actions so users could claim or complete multiple tasks at once and later introduced pagination to handle large task volumes and improved accessibility for screen readers.

Task Inbox became the primary workspace for workflow users. Usability testing confirmed that users could find and act on tasks quickly. The inbox pattern was adopted by three other teams across CPD.

Admins had no visibility into workflow health. Tasks got stuck, deadlines slipped, and problems surfaced too late to fix. They needed a way to monitor team progress and intervene before tasks became overdue.

We designed a metrics dashboard showing task ownership, due dates, and "needs attention" flags at a glance. We also added task detail tearsheets so admins could reassign stuck tasks or set them to unclaimed without leaving the page.

Admins can now spot bottlenecks early and take action directly from the dashboard. The design became a reference for other monitoring pages across the platform.

We needed to understand where Workflows could deliver the most value to customers. Who are the users, what are their pain points, and how do they manage governance processes today? Later, as AI capabilities emerged across the industry, we needed to understand how competitors were integrating AI and where IBM could differentiate.

We conducted multiple research projects across different user types: requestors who submit tasks, fulfillers who complete them, and admins who configure workflows. Methods included user interviews, usability testing, and feedback synthesis. Partnered with researchers on early discovery and led validation studies on later features.

In 2025, I led a competitive study comparing workflow capabilities across market leaders. I evaluated features for requesters, fulfillers, and workflow builders — identifying gaps, differentiators, and high-value opportunities.

Early research shaped Task Inbox, filtering, and status monitoring. The competitive study produced four key recommendations, including request status visibility and AI integration, that informed our 2025–2026 roadmap.