The Task List is a module on the dashboard that shows when a customer has one or more tasks to complete. It displays a list of actionable task messages paired with links that provide direct access to the particular transaction, page or form referenced in the task. If the task has a due date, the due date or number of days overdue shows to the right of the task. Tasks can be dismissible by the user, or set to be not dismissible.
The Task List is up front and center on the dashboard, so it’s crucial that messages in the task list are accurate, timely and clear. If a user completes a task, it should auto-dismiss and no longer display in the list. Incorrect messages in the task list can cause unnecessary stress and confusion to customers. The task list is not a place for recommendations or sales messaging.
When to Use
Examples of use cases for tasks include:
- Reminders set by a customer based on recurring templates they’ve created
- Reminders of time-sensitive work tasks, like bills to pay, invoices due, forms to file, payrolls to run, etc.
- Reminders of tasks that are past their due date
- To encourage a user to resume a task or setup flow they started but have not completed
- To remind a customer of something they have asked to be reminded of
- Compliance-related work tasks
Tasks always have an associated call to action. The task list is not used to surface IPD, product recommendations, or to sell products. We will add a more exhaustive guide to use cases for tasks in the future.
Appearance & Behavior
If there are any tasks, the Task List will display up to five tasks at once when a customer logs in. These tasks can each be dismissed if they are set to be dismissible by the customer. If there are more than five tasks to display, ‘Show more tasks’ shows at the bottom of the list, and the additional hidden tasks can revealed. If there are no tasks to display, the task list does not show on the dashboard.
Task Statement and Action Link
- The task statement clearly tells the user what they need to do.
- The task action link follows the task statement. It links customers directly to the form or transaction referenced in the task. If a direct link is not possible, the link will direct users to the landing page or the place they need to go (in our outside of product) in order to accomplish the task referenced in the statement. The text of the task action link stays together and does not break if the task wraps onto a second line.
- On hover of a task, if the task is set to be user-dismissible, the option to dismiss the task with a close ‘x’ is visible. If dismissed, a task is closed and is not recoverable. The provider of the task item can specify if a task list item is dismissible or not. If the system needs additional time to dismiss a task, a spinner displays. If the task dismissal fails, the spinner will dissappear, and the close ‘x’ will be visible again. Tasks should self-dismiss once completed in order to minimize confusion.
- If the task has a due date, it displays to the right of the task statement.
- If the task is overdue (past the current date), the number of days the task is overdue shows in red, displaying ‘x days overdue’.
If there are more than two task items of the same type in the list, they are batched under one task item in bold.
Batched tasks show on click of ‘Show more’ to the right of the task, and hide on click of ‘Show less’. The task list module expands vertically to display the additional tasks below the batched task item. If dismissible, batched task items can be dismissed individually, or at the batched level. Batched tasks are not separated by horizontal lines.
Show More Tasks
If there are more than five tasks to show in the task list, ‘Show more tasks’ appears at the bottom of the list. On click, the task list expands vertically to display all tasks, and all dashboard content below the list moves down the page. On click of ‘Show less tasks’ the list returns to its original size and content below the task list moves back to its original place.
“All clear” state
The task list has an all-clear state if a user has completed all the tasks during a single session. If there are no tasks to display on the next login, the task list will not display on the home page.
Task List responsive view and text wrapping
At its smallest size, task statements may wrap to a second line. Task action links do not break and will stand alone on their own line if needed.
Task List and Alerts
Alerts such as Critical alerts, subscription status alerts and warnings display above the task list.