Francesca
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Apex Dashboard

One list, many ways in.

An early dashboard exploration for keeping operational work visible, structured and easy to act on.

Project
Dashboard exploration
Focus
Task management
Design
Table, grouping & states
The Apex task list: a sidebar, a toolbar with filter, sort and group, and a wide table of tasks with status, due date, balance, priority and tags.

Giving a busy worklist
a clearer shape.

The task list keeps work, its details and the actions around it on one surface. The hierarchy keeps rows readable even when the table holds a lot.

When the table needs more room, the sidebar folds away and more columns come into view.

Task list with the sidebar open. Task list with the sidebar folded, showing more columns.
Fold the sidebar for more columns.

One list, different ways
to see the work.

The same tasks can be grouped in more than one way. Grouping by status supports a quick progress scan; grouping by category brings related work together.

Both views use the same row pattern, so changing the lens doesn’t change how the interface feels.

Ungrouped task list. Group by panel set to Status, ascending. Tasks grouped by status: Completed, In Progress and Not Started. Status groups opened to show their tasks. Tasks grouped by category: Appeal and Medicaid. Group menu: Status, Priority, Due date, Category and Assigned to.
Regroup the same tasks by status or category.

Details stay close
to the work.

Subtasks open in place, under the task they belong to. People can move from an overview into detail without losing their position in the list.

Task list with every task closed. Tasks opened to show nested subtasks such as Application day 1 and Application day 2.
Open subtasks without leaving the list.

A clear first step.

When there is nothing yet, the empty state points to one action. A new task row then appears, ready to fill in, with a quick way to add a subtask.

Empty task list with a Create your first task button. A new task row with a Create Subtask hint and fields for description, resident and facility.
From an empty list to a first task.

Simple patterns,
repeated.

I designed the system around simple, repeatable patterns, so a complex list could support both a quick overview and closer task-by-task work.

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