Inbox
16,180
Prioritize Actionable Messages
August 2019
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Create Meetings / Tasks
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Send Emails
We spend time in email to create future action and results. But the interfaces we use can get crowded with low-level details and unusable information.
To increase focus and save time, the most important work should be at the forefront. In this case study, we use our design process to enable more high-value actions and arrive at significant decisions sooner.
Is this the right problem to solve?
What solutions already exist?
Who are we making this for?
What does a successful result look like?
What is the onboarding experience?
Enterprise software, designed for all customer-facing departments. Existing tools work, but efficiency varies greatly. Mandatory rollout and training will be supported.
Solving this problem will fix inefficiency and bring focus across the organization, which will improve output per staff.
Agenda: Introduce 45-day plan to fix company
Reminder: bring lithium laptop batteries
Agenda
Clicking a small checkbox to select an email requires more accuracy to click than necessary.
We researched more efficient bulk selection methods enabled keyboard shortcuts (press ⌘ + drag to select).
The inbox and calendar go hand-in-hand. Both tools on the same page can be enabled in most email clients, but most users do not know that the option exists. We implemented a calendar sidebar by default.
Agenda: Introduce 45-day plan to fix company
Reminder: bring lithium laptop batteries
Emails containing attachments are likely to be important. Can a preview improve efficiency?
Although the concept of a preview is visually appealing, most attachments sent at the enterprise level do not translate well into a preview; there is not enough meaningful information to display a small space.
A good portion of our work day is consumed in email, so the experience should feel productive, modern, and elegant to work in.
We used bright colors and animations to stand out, while staying close to the traditional layout to make it easy for users to jump right in.
Agenda
The selection checkbox ✅ found in most email interfaces was removed in favour of the options button and keyboard shortcuts that can facilitate faster bulk selection. With minimal onboarding, efficiency can be improved across the enterprise.
Clicking on now enables the selection function and access to other organized views.
Advanced features that were once available only with other sales engagement tools are now available natively in the interface.
Read status, scheduled messages, and reminders are built-in so that users can get more focused high-value work done.