At a Glance

My Work Landing Page

Problem

Users landed directly on a project page with no clear guidance on required actions. The absence of a centralized home page led to confusion, inefficiency, and scattered navigation across multiple tools.

Solution

Comprehensive "My Work" dashboard with a left navigation panel organizing Projects, Tasks, Workflows, and Recommendations; each showing Due This Week, Overdue, and Pending Actions.

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70 percent of users needed more than 2 minutes post-login to locate their first relevant task.

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Impact

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98% Preference

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406k Views

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🚨 Problem:

There was no "start here." After login, users landed on a raw projects grid, then bounced between dashboards, entity pages, and email to find what was urgent. That first minute was guesswork.

User Journey Recording; The "bounce" between pages to find urgent work ****

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Why this was a problem

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No starting point

Users landed on a raw projects grid with no clear indication of what needed attention first.

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Context switching

Users bounced between dashboards, entity pages, and email to piece together their urgent work.

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Wasted Time

70% of users spent 2+ minutes post-login just trying to find their first relevant task.

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Core Issue

DiligenceVault had no "home base" - no central landing page that aggregated urgent work, pending actions, and task overviews. Users were forced to hunt across disconnected interfaces every single time they logged in, turning productivity into a scavenger hunt.

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Jobs to Do

Before I could start the design process, I needed to tackle a few key tasks to define the project's scope:

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Clarify User Needs

I needed to understand what users checked first after login and which work categories (Projects, Tasks, Workflows, Recommendations) required the most attention. This would help me prioritize what to surface on the landing page.

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Map the Structure

I had to define how the left navigation panel (Projects, Tasks, Workflows, Recommendations) and their sub-filters (Due This Week, Overdue, Pending Actions) should be structured, so the dashboard wouldn't overwhelm users.

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Create a Research Plan

I outlined the types of research methods that would give us insights: analyzing session recordings of current navigation patterns, conducting stakeholder interviews, and running usability tests on the new landing page prototype.

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These tasks helped lay the groundwork for the final design and kept the process focused on the core user needs.

🔎 Discovery and Decisions

(how research mapped to choices)