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CPQ

Selected UX case

Task Tracker

A meeting center connected to tasks: four views of the same schedule, meeting creation from either side, and participation that can be negotiated.

Meeting center week view with overlapping meetings and a current-time line

01 Context

Meetings that belong to the work.

The task tracker brings meetings into BusinessPad. The «Центр встреч» schedules and lists meetings, and each meeting can be linked to a task or another object, with participants, materials, records and transcriptions.

Meeting center table view: name, date and time, organiser, participants, meeting service, status and transcription
Table view: status, meeting service and transcription state at a glance.

02 Problem

One schedule, very different questions.

Sometimes people need to see what is happening right now; sometimes they need the week or month ahead, or a sortable list. Meetings also start from two places: the calendar, or inside a task that needs a discussion.

And invited people do not always just accept. They might be unsure, or need a different time.

03 Design approach

Same data, the view the question needs.

The meeting center switches between table, day, week and month without leaving the page. Creating a meeting uses the same form whether it opens as a side panel over the calendar or from a task, so the context stays visible.

Every view was also checked at 1920, 1440 and 1024 px and in three densities: spacious, cosy and compact.

Meeting center table view: name, date and time, organiser, participants, meeting service, status and transcription
Four views of one schedule · 1 / 4 · Table

04 Solution

From creating a meeting to answering it.

«Добавить встречу» side panel over the week view: general info, date and time, time zone, repeat, participants, linked object, materials
Creating and responding to a meeting · 1 / 6 · Add meeting
Task page with a meetings tab and empty state «Для этой задачи пока нет встреч»
Inside a task: a meetings tab with an empty state.
Task page listing two meetings with status, recording and transcription
The same task with meetings, recordings and transcriptions.

05 Key decisions

Key decisions

  1. 01

    One form, two entry points

    Calendar and task open the same meeting form, as a side panel or full page.

  2. 02

    Participation has four answers

    Going, maybe, not going, or propose another time.

  3. 03

    Proposals are visible

    A proposed time is marked on the meeting in the calendar.

  4. 04

    Records have states

    Recordings and transcriptions show completed, in progress or error.

  5. 05

    Density is a setting

    Spacious, cosy and compact variants of the month view.

  6. 06

    Designed down to 1024 px

    Week and day views were laid out at three widths.

Meeting center month view with two meetings per day and a +4 overflow count
Month view, default density.
Month view in the compact density with more meetings visible per day
Compact density: more meetings visible per day.
Week view at 1024 px with truncated meeting cards
Week view at 1024 px.

06 Outcome

What was designed

A Figma specification for the meeting center: four schedule views, meeting creation from the calendar and from tasks, participant selection, meeting details with records, linked objects and documents, a participation flow with time proposals, plus density, breakpoint and rule-of-three variants.

Meeting records list with durations and statuses: completed, in progress, error
Meeting records with duration, status and transcription.