Tridge

Inbox Notification

Keeping everyone in the loop

A hand holding a phone that shows the inbox.

As the service added features that mirrored real trade workflows, users found it harder to track what happened where. I proposed the inbox as one place to see every message and activity across the service.

The work started from the notification logic, not the interface.

Notification Logic Edge Case Mapping Multi-user Workflows Scenario Testing

Responsibility

Proposed the project and owned planning and design end to end

Team

Sole designer in a team of 7
with engineers

Timeline

May 2024

Problem

Updates got lost across the service, and users found it harder to track what happened where.

Approach

Before choosing interface patterns, I defined the notification logic first.

Solution

Notification logic that scales across features and follows real trade workflows.

01

Logic before interface

The service kept adding features that mirrored real trade workflows, and an update in one place often mattered to someone working in another. Notifications had to follow how those workflows connect. Before choosing any interface pattern, I built the notification logic on three questions. Where did it happen? What changed? Who should know? Each answer maps to a backend event trigger, so the same logic can scale as features are added.

Linked workflows made this harder. Request for quotation and purchase quotation depend on each other, so one action can matter to the people in charge of both. To handle this, each notification was defined by its object, trigger and recipient before being branched by object state.

Three questions that map each notification to a backend event trigger.

Three questions behind every notification

Each question maps to a backend event trigger, from the workflow it belongs to down to who can be designated as a recipient.

Notification case table with triggers, recipients, sending conditions and message templates.

28 cases in one workflow

For example, allocating a purchase quotation to a request notifies the people in charge of both. Every possible combination was mapped in a spreadsheet and narrowed down to 28 cases for the purchase quotation workflow alone.

02

Making the logic visible

The notification rules shape every message in the inbox. Each one says who did what and links straight to the task, so users can act on it right away. When workflows are connected, a message links to both tasks. Data masking also hides any details users aren't authorised to see.

The service doesn't sync in real time, because an incoming update could overwrite someone's edit in progress. New updates load only when users refresh, and a banner lets them know something has arrived.

Inbox on mobile with a refresh banner and unread notifications.

Refresh to update

A banner tells users about new notifications without replacing what they are working on. They can also filter the inbox to unread notifications only.

Results

Testing accuracy in real scenarios

Access in the system depends on each person's role. I ran a role-play pilot with the project team, each of us acting as a different role in real trade tasks. The goal was to check that every notification reached the right person. Every one followed its trigger and recipient rules and none were missed or sent twice. In shared cases such as quotations, the wording fitted each recipient's role.

With real users, the next step is to measure it in daily work. Clicks from the inbox to the linked task would show how quickly people act, and notifications marked as read without being opened would point to noise. Follow-up interviews would then show whether people still ask colleagues for updates.

28

Notification cases for purchase quotations

0

Missed or duplicated notifications in the pilot

Role-play pilot with the project team

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