Branch Review Tracker

The Problem

Managers have over 100+ reports to approve and review with no way to organize them.

Design Solution

Create a dashboard that allows managers to review reports and track progress of their report.

See the team and track their progress

Chat directly with managers

I wanted to create an ongoing thread for each manager, as well as a space for the team to chat.

Additionally this feature needed to work as a checklist for the SMD to see what reports they needed to review for each manager.

Manage Tasks and Reports

The SMDs needed a space to keep track of their own to do list separate from the reports pending review from all of their reporting managers.

This section created a more personalized experience while letting the SMD see their upcoming reports to review.

Bring it all together

Try it out

(interact below)