QuickBooks Online Advanced

As a Senior Content Designer on the QuickBooks Online Advanced team for about two years, I led content strategy and managed and distributed work between myself and another content designer. Together, we partnered with product managers, designers, and researchers to shape the user experience for mid-market customers—focusing on clarity, usability, and cross-surface consistency. I worked end-to-end on multiple features, from early discovery and research synthesis to naming, UX copy, and launch-readiness. My role often included setting voice and tone guidelines for new features, mentoring junior designers, and advocating for content-led design decisions across a complex, multi-team ecosystem.

Tasks

Customers needed a way to manage tasks across multiple workflows including invoicing, reimbursements, and tasks through third parties including Salesforce. By creating a centralized Task page, we would help users save time and reduce chaos and duplicate work.

 

Tasks Zero State Page

 
 

The MVP

We allowed users to assign and complete invoice approvals within the task list by manually creating tasks.

 

MVP Task List

 

Our Second Iteration

After conducting user interviews and getting feedback on our MVP, we refined the design. We included more tasks details on the list view, reducing the need for an additional click into the individual task. The key here was to include just the key information needed to complete the task at a glance. We were careful not to clutter the list, add cognitive load, or create a barrier to action. We added the name on the invoice, invoice number, and amount. We also added a badge to show which user or third party created the task, the due date, and an action dropdown. Check boxes allowed users to complete batch actions.

Second Iteration

 
 

Workflows and First Time Use

We leveraged our existing Workflows feature to enable users to automate task creation. While adding to this feature, we took the opportunity to improve the inherited content, making it more consistent, clearer, and easier to scan.

To teach users how to use Tasks, we populated the task list with first time use tasks to teach by doing.

 

Workflows

 
 


My Role

  • Created content patterns for tasks, workflow cards, and notification logic.

  • Pitched the idea of FTU “dummy tasks” that taught users the feature by using it.

  • Led user interviews to determine how much info belonged on each task card.

  • Partnered with product managers across team to ensure language consistency across Tasks, Workflows, and Intuit-created third-party integrations like Salesforce.

The Outcome

  • High adoption rate among premium users

  • Workflows usage increased

  • Feature expanded to all QuickBooks subscription levels