The UX of Project Management Software

Nussi Einhorn
The UX of Project Management Software

An excellent Project Management Software is required for a team to be more efficient and productive. When we said "good," we meant software with a well-designed UX and UI.

Anything less than an excellent UX/UI, will definitely result in frustrations and ultimately dissatisfied users of the software.

The following are some of the most common issues that people face when using project management software with a poor UX.


Where are YOU??

πŸ‘¨β€πŸ’» Jack wanted to create projects and assign team members.

Using your software, he wished to view πŸ”Ž all the team's work.

However, he could only see the option to navigate to "ALL PROJECTS" and filter out specific people.

He had no idea that a hidden button on the side called "SEE ALL TEAMS",

That would take him directly to a list of the teams and their tasks!🀦😞

With a bit of UX, you could have made that button bigger and easier to find,

making Jack's life more convenient. πŸ‘Œ


No comment!

Sarah was managing her project on a mobile device. 🀳

She logged in to the project management app, opened up a task,

and looking for a place to add comments.

She wanted to leave a comment for a team member, but after scrolling up and down,

she just couldn't find it. 😀😀

After a while, she discovered a hidden tab called "Activity,"

...which had the commenting section of the app!! πŸ™„

This caused major frustration in her adapting to the use of a mobile app to manage her project.

With a good UX plan, this would never have happened.


Searching for nothing.

John was trying to find a task using your PM software. 🧐

He noticed a search bar and entered the task name, ⌨️ but it did not appear. πŸ€”πŸ€”

He tried once more.

Nothing! 😑

The issue was that there were two search bars in the software.

One was for locally searching tasks in a specific project, and the other was for global searching,

which was hidden under a small icon. πŸ–₯️

Because John didn't understand this, he struggled to find his task quickly.

This could have been avoided if the UX had been better.


Seven excruciating steps!

The team manager had a quick phone call with the CEO. πŸ§”

He was told about an important task for the team to accomplish.

He then tried to enter the task into the software, but to do this,

he had to navigate, Β find a list, enter a task name, and fill out numerous custom fields.

Then he had to click multiple "NEXT" buttons. 😀

A pop-up window also appeared, asking if he wanted to notify all team members.

It took him a total of SEVEN clicks just to create a simple task! Β πŸ€¦β€β™€οΈ πŸ€¦β€β™€οΈ

He needed to create something quickly and on the fly, possibly with just one click. πŸ–±οΈ

We can reduce the number of steps in creating or adding tasks

with the right UX approach πŸ‘Œ, saving everyone time.


Please, STOP!

The team has recently been trained on a new project management software. Β πŸ‘¨β€πŸ’»

A large number of tasks and projects πŸ–₯️ were also imported.

Wasn't it exciting? πŸ₯³

It sure was, until each team member began receiving hundreds of notifications πŸ“§

in their email inboxes and within the software itself.

They were irritated and deleted the app right away. 😑

They also created an Outlook filter that would send all notifications to trash.

This was a DISASTROUS onboarding experience!!

When creating notification settings, πŸ””

the development team should take a UX-first approach πŸ‘Œ to understand not to bombard

and not overwhelm people with too many notifications at the beginning.



You now understand how critical it is to have a well-designed UX, especially for a team to get rolling.

I hope this article helps clarify when you should think about UX design for your software!

Feel free to reach out here for a UX audit with the link below:

UX Audit | Intent UX


More Guides