UI and UX
Layout, polish and behaviour, usually explained with a screenshot.
Layout and navigation
Combine Filter and View menus
Redesign the Filter and View button menus into a single menu button that keeps all the functionality but takes far less space. Use efficient controls, e.g. instead of listing every option, show the current selection and let the user click it to pick from the options. Use less wording and use tooltips instead of taking screen space - the user doesn't need a full help file on the screen he has been working with for months.
Present several options as an artifact and ask for my opinion before building anything.
Use designer skills to build the most modern UX. It should work on both web and mobile (Pixel 9 Pro XL).
Size: TaskStart to finish: 1 h 43 minAgent work: 1 h 38 minQuestions asked: 4Tokens: 132.9MCost, list price: $76.04Lines added / deleted: +2,263 −1,044Pull requests: 1
Split bucket securities by holding status
On the portfolio report UI, when adding or removing securities to/from bucket 1 and 2, we need to split the list of assets into two vertically stacked sections:
- Assets that were held in the account during the specified period
- Assets that were not held in the account during the specified period
The two sections must be separated by a separator. At the top of the second section there should be a disclaimer that reads: "The following securities were not held in the account during the period and will thus be disregarded during calculations."
(see attached screenshot)
Size: TaskStart to finish: 59 minAgent work: 42 minQuestions asked: 4Tokens: 68.9MCost, list price: $42.64Lines added / deleted: +978 −73Pull requests: 1
Redesign the schedule page
Redesign the Automation / Schedule / {schedule} page:
- Allow choosing multiple projects, e.g. we might want to run a docs clean-up or test maintenance for several projects.
- Remove the explanatory prose from the page. A very concise hint (a few words) on hover is enough (see attached screenshot).
- Make the cron part compact; it doesn't have to be always visible and so big (see attached screenshot).
- Rearrange the content of the Schedule and Details tabs into more logical tabs, following best practices. Ideally everything fits on one tab, with things like "Keep firings" moved to an Advanced tab.
Size: TaskStart to finish: 1 h 12 minAgent work: 41 minQuestions asked: 9Tokens: 67.3MCost, list price: $50.78Lines added / deleted: +1,963 −1,887Pull requests: 1
Open tasks in a resizable pane instead of a page
Clicking a task currently opens the task page. Instead, open it as a pane, the same way as the Web Console. So when the Web Console and a task are both open, there are three resizable panes: task list, task edit and Web Console.
Make this behavior universal for every list, edit view and Web Console across the whole system. Reuse code; don't copy and paste.
Size: TaskStart to finish: 3 h 38 minAgent work: 2 h 54 minQuestions asked: 5Tokens: 85.4MCost, list price: $55.06Lines added / deleted: +1,681 −544Pull requests: 1
Visual polish
Fix chart popover title overlap
On the portfolio report, in the popover that shows the chart values, the line titles overlap the values (see attached screenshots). Either fix the width of the popover so it doesn't shrink as the user moves along the X axis, or truncate the line titles to prevent the overlap. Fixing the width is preferred; if that isn't possible, truncate the text.
(screenshots attached)
Size: TaskStart to finish: 21 minAgent work: 16 minQuestions asked: 2Tokens: 12.6MCost, list price: $8.65Lines added / deleted: +99 −9Pull requests: 1
Make the Slack card show useful task info
Slack card: instead of repeating "AppName" 4 times, it should show useful information about the task. Suggest 5 options to the operator before implementing (see attached screenshot).
Size: TaskStart to finish: 3 h 23 minAgent work: 33 minQuestions asked: 11Tokens: 4.0MCost, list price: $3.78Lines added / deleted: +567 −6Pull requests: 1
Center the logo and use it as the favicon
Here's the logo used in the project (see attached screenshot).
- Center the logo in the surrounding blank space; it's currently skewed towards the bottom-right corner.
- Use the centered logo as the favicon in the UI.
Size: TaskStart to finish: 16 minAgent work: 14 minQuestions asked: 4Tokens: 4.7MCost, list price: $3.85Lines added / deleted: +0 −0Pull requests: 1
Interaction behaviour
Copy all open questions to the clipboard
We need a way to copy the questions the AI generated and forward them to the decision maker. Right now it's impossible to take the suggested answers without answering them.
Add to the Answer page:
- Copy All: copies all outstanding questions and their answer options. It should look legible when pasted.
Size: TaskStart to finish: 1 h 26 minAgent work: 1 h 24 minQuestions asked: 4Tokens: 38.8MCost, list price: $27.87Lines added / deleted: +1,029 −7Pull requests: 1
Keep the open tab in the URL
When switching between a task's sub-tabs, reflect the open tab in the URL, so that if I want to point someone to the comments, I send them the link and they land straight on the Comments sub-tab (see attached screenshot).
Reuse that behavior on every page with tabs (same code).
Size: TaskStart to finish: 1 h 12 minAgent work: 1 h 6 minQuestions asked: 4Tokens: 19.9MCost, list price: $14.88Lines added / deleted: +237 −189Pull requests: 1
Re-enable Calculate when filters change
In the portfolio report, the Calculate button is disabled once the user starts a calculation. Change this a little: if the user changes any filter while a calculation is running, the Calculate button should become active again, so they can start a new calculation with the new filters.
(see attached screenshot)
Size: TaskStart to finish: 28 minAgent work: 19 minQuestions asked: 4Tokens: 11.6MCost, list price: $8.41Lines added / deleted: +175 −5Pull requests: 1
Fix the report's Download PDF button
In the portfolio report UI:
- Disable the Download PDF button unless a calculated report is on screen.
- Disable the Download PDF button while a calculation is running.
- If the backend returns an error when the user clicks Download PDF, don't just swallow it. Show it to the user with the standard notification pop-ups.
Size: TaskStart to finish: 1 h 20 minAgent work: 35 minQuestions asked: 6Tokens: 12.7MCost, list price: $9.37Lines added / deleted: +120 −11Pull requests: 1
Reveal project features on selection
By default all features of a project are hidden, and even when the user clicks a project its features are not shown (see attached screenshot). The user has to click a tiny icon to reveal the features list. We need these UX improvements:
- Reveal the features list when the user selects the project
- Make the icon a bit more prominent (probably a filled triangle pointing right, which flips to point left after a click)
- In the menu opened by the three dots on a project, add view/hide features
Size: TaskStart to finish: 22 minAgent work: 20 minQuestions asked: 4Tokens: 7.8MCost, list price: $6.26Lines added / deleted: +83 −9Pull requests: 1
Mobile and responsive
Responsive header and sidebar adjustments
When the view gets narrower, the first thing to go should be Persona, then the dollar value. In the header, the first to go is the person filter, then Search gets smaller, while keeping the header on one line.
Remove the project/feature name to the left of Search - the user can see it in the sidebar. Make the sidebar 20% smaller.
(see attached screenshot)
Size: TaskStart to finish: 43 h 50 minAgent work: 30 minQuestions asked: 6Tokens: 30.1MCost, list price: $18.96Lines added / deleted: +195 −58Pull requests: 1