Internal Task Mangement Tool

Refund Assist

for ShipStation

Aggregates tasks from existing documents to provide a centralized view of programs, deadlines, and team workloads

Aggregates tasks from existing documents to provide a centralized view of programs, deadlines, and team workloads

COMPANY

Texas Cultural Trust (TXCT)

PROJECT TYPE

Internal Tool

TIMELINE

Fall 2025 to Spring 2026

ROLE

Product Designer

The Texas Cultural Trust is a statewide nonprofit that promotes the value of the arts through programs, advocacy, and initiatives that support arts education and recognize cultural leaders across Texas

00 THE ASSIGNMENT

This project was part of my fellowship with the Texas Product Engineering Organization (TPEO). Our team partnered with the Texas Cultural Trust, a local nonprofit, to identify operational challenges within their internal workflows and build a solution. Through stakeholder interviews, we discovered that staff struggled to manage tasks across multiple programs due to fragmented systems, duplicated work, and limited visibility into deadlines and team responsibilities.

THE TEAM

One product manager, two engineers, and one product designer collaborating to build a product

THE TIMELINE

From user interviews to final designs to fully functioning website in a year long project

01 THE PROBLEM

This organization manages six recurring programs but has no centralized task system

Work is tracked across:

  • Excel spreadsheets (planning + master calendar)

  • Word documents (weekly agendas)

  • Notes apps (personal task lists)

  • Outlook calendar

  • OneDrive folders


  • Because there is no single source of truth, staff manually update multiple places every week


  • No visibility into what others are working on or when deadlines cascade

02 THE OPPUTUNITY

INSIGHT #1

Existing tools (Monday.com, Microsoft Teams Planner) were abandoned because they required re-entering data that already lived in Excel and OneDrive.

INSIGHT #2

Staff are duplicating work constantly as they update personal task lists, then separately updating staff meeting agendas with no single source of truth.

OPPURTUNITY

Design a system that scrapes from their existing files and visualizes task management without requiring staff to duplicate work or adopt a completely new workflow.

03 THE PROCESS

1

Completed interviews with 5 employees to understand their current workflow


Reviewed current documentation such as excel spreadsheets and calendars

2

Created lo fi and mid fi designs of key features


Reviewed with stakeholders to validate design choices and fill in any remaining gaps

3

Translating brand guidelines into a design system


Fonts, colors, reusable components

04 THE SOLUTION

A task management dashboard built around how the team already works

  • A centralized task management dashboard that reads from the team's existing OneDrive files


  • Three core views: My Work (personal task list), The Team (full calendar and table view of all deadlines), and Program Pages (a dedicated space for each of the 6 initiatives plus internal ops)


  • The platform supports three user types to balance transparency with security and simplicity (Admin, Team Members, and Contractors)

USER MANGEMENT

  • Designed an admin dashboard to manage users and control role-based accesS


  • Defined three user roles to balance collaboration and security: Admin, Team Member, Contractor

MY WORK

  • Created a personalized My Work dashboard that surfaces all tasks assigned to the user across programs


  • Added task status, due date, and program tags to help users quickly prioritize work

THE TEAM

  • Introduced a team-wide task view to provide visibility into work across the entire organization


  • Added table and calendar views


  • Included lists for overdue tasks and unassigned tasks to highlight workflow bottlenecks

PROGRAM VIEW

  • Created dedicated pages for each of the organization’s six core programs and internal operations initiatives


  • Organized tasks by program to help teams track milestones and progress within each initiative

05 THE REFLECTION

CONSTRAINTS AND CHALLENGES

  1. Faced limited access to internal systems, as gaining permissions to SharePoint and OneDrive documents took time and required coordination with external contractors since internal staff did not have technical expertise


  2. Needed to design around existing workflows, ensuring the tool could integrate with their current document structure rather than forcing the team to completely change how they manage tasks


  3. Explored what information could realistically be scraped from existing files, while also designing structured Excel templates that the organization could use moving forward

LEARNINGS & KEY TAKEAWAYS

Designing systems from brand guidelines: I learned how to translate high-level brand guidelines into a cohesive interface and reusable design patterns that could scale across the platform


Stakeholder validation: Through frequent check-ins with stakeholders, I validated design decisions early and ensured the system aligned with the organization’s workflows and needs


Iterative collaboration: Regular feedback sessions helped refine the product direction and ensured the final solution worked for both internal staff and external collaborators

WHERE ARE WE NOW?

CURRENTLY BEING BUILT!