Workly — Arpit Tiwari

01 / THE CHALLENGE

Managing work
was becoming more work.

Project managers spend time assigning tasks and chasing updates. Teams move between tools, while different departments need different ways of working.

THE DESIGN QUESTION

How might we help teams understand what needs attention—and act on it from the same workspace?

Project managersTeam leadsRemote & hybrid teams

01

Too much follow-up

Manual assignments and status updates add coordination work.

02

Too many places to look

Tasks, conversations, and project information compete for attention.

03

One layout doesn’t fit everyone

Departments and individuals need different views of their work.

02 / RESEARCH & INSIGHTS

Make the next action
easier to find.

The case-study research combines interviews, surveys, usage-pattern analysis, and competitor review. The clearest themes were task visibility, manual updates, and flexible workflows.

VisibilityMake priorities easier to find

WorkflowKeep task setup and follow-up connected

ComparisonClickUp and Asana in the project review

OBSERVATIONDESIGN DIRECTION

01

Busy dashboards hide priorities.

Group work into familiar sections and let people choose what appears on Home.

02

Task setup interrupts the flow.

Bring project, description, owner, dates, and priority into one task-creation panel.

03

Meeting context gets separated from action.

Connect recordings to a summary and reviewable task suggestions.

03 / FLOWS & STRUCTURE

A clear route
behind the screens.

The information architecture maps the wider product. The task flow connects entry points, required details, and the saved task. Open either diagram to inspect the original detail.

Workly information architecture — Product structure across the main work areas.

Workly task-creation flow — From login and task entry to creation and visibility in Home and My Tasks.

04 / VISUAL LANGUAGE

Consistent actions.
Room to breathe.

The screens use pale surfaces, blue action buttons, familiar bottom navigation, and compact status labels. The visual exploration below captures the broader mood and direction.

This supplied board shows the moodboard and foundation categories. The interface examples that follow show how the visual direction appears in use.

Workly visual exploration and moodboard — Visual references from the original design-system board.

05 / THE PRODUCT EXPERIENCE

A connected workspace.
One task at a time.

The project spans web, desktop, and mobile. The mobile flows below show how the core experience works—from getting started to reviewing progress.

01 / GET STARTED

A familiar way in.

The opening introduces task management and chat, then separates returning users from new accounts. Login also includes familiar provider options.

The visual identity carries from the welcome screen into the forms, while blue highlights the primary action.

**A clear introduction**What Workly helps you do.

**Return to work**Email or a login provider.

02 / FIND YOUR FOCUS

Your work, arranged your way.

To address the visibility problem identified in discovery, Home brings recent activity, projects, tasks, teams, and chats together. A customisation sheet lets people show the sections they need.

Why this matters

A shared structure keeps navigation familiar, while personalisation makes room for different working styles.

**See work in context**Recent activity and grouped work in one place.

**Choose what stays visible**Turn Home sections on or off.

03 / MOVE FROM INTENT TO TASK

Create it. Assign it. Keep it visible.

To reduce interruptions during task setup, a shared Create menu leads to a task form. The form keeps ownership, dates, and priority together; the saved task then appears in My Tasks.

**01 · Choose Task**Start from the shared Create menu.

**02 · Add the details**Project, description, assignee, dates, and priority.

**03 · Review and create**See the entered information before saving.

**04 · Find it in My Tasks**The new task appears with its context.

04 / CHOOSE THE RIGHT LEVEL OF DETAIL

Scan quickly.
Open up the detail.

My Tasks separates work assigned to you from work you delegate. Descriptive and list views offer different levels of detail for reviewing the same workload.

A useful distinction

“Assigned to me” supports personal execution. “Assigned by me” supports follow-up and coordination.

**Descriptive view**Description, status, assignee, and project context.

**List view**A compact view for scanning upcoming work.

05 / TURN DISCUSSIONS INTO NEXT STEPS

From a meeting
to actionable work.

To keep meeting context connected to action, the recording flow shows capture, processing, and a summary with AI task suggestions. People can edit suggestions or reject all tasks before creating them.

**Capture the discussion**Record, pause, or save the conversation.

**See what is happening**Uploading, transcription, and task generation states.

**Review the next steps**Read the summary and edit suggested tasks.

The important interaction: suggestions stay reviewable. The design gives people a way to check the proposed work before creating tasks.

06 / REVIEW PROGRESS

Start with the overview.
Then narrow the view.

The dashboard moves from task totals to progress, deadline status, workload, and trends. Filters help people focus on a time range, status, or priority.

Progress: see completed, ongoing, and pending work.
Deadlines: spot work at risk or overdue.
Capacity: compare team workloads.

Values inside the UI are example dashboard data, not measured project results.

Workly dashboard: task totals, progress charts, deadlines, team workload, and trends — Scroll through the dashboard; click to enlarge.

**Focus the dashboard**Filter by time, status, and priority.

06 / DESKTOP DASHBOARD

The big picture.
The details that move it.

The desktop workspace brings project health, personal assignments, and team activity into one view. From this overview, people can move into the detail they need.

Before the dashboard: account & workspace setup

The setup sequence moves from creating an account to naming a workspace, then joining an existing workspace or starting a new one.

**02 · Name the workspace**A focused modal asks for the workspace name.

**03 · Choose a workspace**Join an available workspace or create a new one.

**A starting point for the working day**Project totals sit above team status, reminders, assignments, and task distribution. The sidebar keeps the main work areas within reach.

01 / ORIENT

Understand the workload.

Project totals and completion states establish the overview before the interface moves into individual tasks.

02 / PRIORITISE

See what needs attention.

Reminders bring overdue work and upcoming deadlines beside the assignments that need action.

03 / NAVIGATE

Keep the workspace familiar.

Persistent navigation separates projects, personal tasks, teams, and analytics while keeping workspace shortcuts visible.

TWO WAYS TO REVIEW WORK

Scan the details.
Follow the status.

The list view groups task information into rows for comparison. The board view places cards into status columns so people can see how work is distributed across stages.

**List view · compare task details**A dense view for reviewing ownership, dates, priority, and task status together.

**Board view · follow work by stage**Status columns make the distribution of tasks visible without opening each card.

TEAM VISIBILITY

Coordinate people.
Control access.

Team reporting and project permissions support the coordination behind everyday tasks. One view makes team activity visible; the other makes access settings explicit.

All numbers shown in these screens are sample interface data, not measured project outcomes.

07 / OUTCOME & REFLECTION

A clearer story
from setup to action.

The design brings together onboarding, a customisable home, task management, meeting recordings, and progress reporting. Each flow supports a different moment in the working day.

NEXT VALIDATION FOCUS

Check the moments that matter.

Can first-time users create and find a task? Do people understand the two assignment views? Can they review and correct AI suggestions confidently?

These are proposed next checks. No launch or post-release performance results are claimed here.

08 / SOCIAL MEDIA CREATIVES

One product.
Five stories to tell.

Beyond the product experience, these promotional banners translate Workly’s features into quick, visual stories. Each pairs a benefit-led headline with a real interface preview, using a consistent blue background and phone-led composition.

Less chasing.More doing.

Managing workwas becoming more work.

Too much follow-up

Too many places to look

One layout doesn’t fit everyone

Make the next actioneasier to find.

Busy dashboards hide priorities.

Task setup interrupts the flow.

Meeting context gets separated from action.

A clear routebehind the screens.

Consistent actions.Room to breathe.

A connected workspace.One task at a time.

A familiar way in.

Your work, arranged your way.

Create it. Assign it. Keep it visible.

Scan quickly.Open up the detail.

From a meetingto actionable work.

Start with the overview.Then narrow the view.

The big picture.The details that move it.