CheckBox is a SaaS (Software as a Service) web application that offers a storage solution for all types of files and task management within documents to increase productivity of individuals and teams.

Our goal, as defined by the client, was very clear and very broad at the same time: become competitive in the cloud storage and organization market by finding the right combination of features to meet the needs of a particular audience.

CheckBox provides an easy to use cloud storage and collaboration space where users can store documents, media and web links as separate files with easy navigation, and use task management within documents, to keep teams productive and working towards completing their projects.



Cloud Storage Competitors

I began by researching several competitors in the cloud storage and organization space to get a sense of the landscape. I then went in depth researching Box, GoogleDrive and Evernote; analyzing the strengths, weaknesses, opportunities and threats (SWOT Analysis) of each. From my research of competitors, I identified ways my product could differentiate itself.

  • Task creation and assignment feature
  • Web links saved as their own files
  • Payment options based on both features and storage
  • Privacy and security options for files
  • Track completion of tasks within a document
  • Pared down design with fewer distractions


I used the opportunities for differentiation uncovered during the competitive analysis to create a survey that would help gain insight into the current user experience and identify identify where to focus my product in order to meet user needs.

    Survey Takeaways

  • Task creation and assignment in a document
  • Track completion of document tasks
  • Easy to understand security options for files
  • More storage for less money


Users expressed the desire for task management within assignment and security options. I conducted user interviews to gain a deeper understanding of user needs and kept these interviewees in mind as I designed, to ensure I was meeting user needs with my product; they really helped keep me focused.

User Personas


Now that I figured out my users’ needs, motivation and potientional pain points, I could start designing what solutions my product could offer. I created user stories to prioritize which features would be important must-haves and which features might be added on later, perhaps as part of a paid subscription. Here are the highest priority user stories whose processes I needed to think through:

  • I want to add content to my dashboard
  • I want to organize conent within my dashboard
  • I want to assign tasks within a file


User stories helped me identified WHAT users want to do in a file, user flows helped me think about HOW users will complete those actions.

Add Content to dashboard

User Flow

Organize a file

User Flow

Add a Task within a Document

User Flow



As I moved through the process, the direction for my product became more clear and I began to build a brand that represented the product accurately. I began by mind mapping and sketching names and logos that communicated one of the most important and differentiating features - simple task management within a document, meant to make collaboration easier and more productive.

Mind Map Sketch Brainstorm Sketch

I sketched some potential logos, chose one that was simple and combined a check with the word box. I then went digital and built several variations of the logo.

Mind Map Sketch Brainstorm Sketch


I wanted the product to be simple and clean and searched for images, colors, textures, and words to capture that feeling. This focusing activity helped me build a style guide that I used during high fidelity mockups and which future designers and developers can use when iterating on CheckBox.

Style Guide



After considering user flows, I build wireframes so I could conduct my first round of user testing and get feedback on the user experience. this feedback helped me focus my design as I began high fidelity mockups. I focused on developing the task function because users were most interested in this feature.

Checkbox High Fidelity Image
Checkbox High Fidelity Image
Checkbox High Fidelity Image
Checkbox High Fidelity Image


With a solutions focus, and a direction for branding, I built a high fidelity mockup and did user testing. Refining my visual design though several iterations to get the refined, high quality feel that I desired for this product.

    Pain Point 1: The Task Bar
  • The connection between the tasks in a document and the task list sidebar are not clear.
  • While it is nice to have the option to see tasks assigned to all users, I want an option to filter tasks to only me.
  • Solution
  • When a tasks is hovered over in the document or in the sidebar it will ‘light up’ in both locations making the connection clear.
  • Create a filter feature that allows users to filter and sort tasks in the sidebar making it more user friendly and useful.
Pain Point Before Pain Point After
    Pain Point 2: The Dashboard
  • I don’t know where I can find a menu of options for each file. This required tester to point to menu arrow.
  • Solution
  • Simplify the visual design of dashboard and label the menu arrow ‘actions’.
Pain Point Before Pain Point After
    Pain Point 3: Design is too busy
  • Several screens feel very busy, and I’m not sure where to focus.
  • Solution
  • Refined visual design and thoughtful use of darkened background with modals.
Pain Point Before Pain Point After


With a solutions focus, and a direction for branding, I built a high fidelity mockup and did user testing. Refining my visual design though several iterations to get the refined, high quality feel that I desired for this product.

Checkbox High Fidelity Image
Checkbox High Fidelity Image
Checkbox High Fidelity Image
Checkbox High Fidelity Image


CheckBox was my first comprehensive project as a designer and through this project, I learned a lot about my own process.

  • Listen to users. Focusing my design on user needs rather than my own assumptions is critical. I am building products for other people to use and it was important for me to listen carefully to what users were telling me along the way.
  • Begin with a minimum viable product. The potential features for a product such as this one are vast and starting with a baseline helped me both stay focused on what users were asking for, rather than creating a replica of a competitor’s product.
  • Keep it simple. Creating a project that can compete in an already saturated space was intimidating at first. I wondered how I could differentiate myself from well known comprehensive competitors - the answer was a simplified design that worked on developing features users were asking for. By making task assignment the cornerstone of CheckBox I was able to differentiate my product to meet the needs of a particular audience.
  • There is more work to do. I created a collaborative solution for individuals and small groups planning events - tracking the tasks of a major work project would be better done in a more robust task management platform. My next moves with CheckBox would be to build a ‘project’ option to allow my product to compete with task management platforms such as Asana, Trello, Lira, etc. I met the goal of this iteration, but perfecting this project is a continuous process.
  • I can do this. I have the ability to create a product that users are asking for and they want. Users were able to complete the actions I requested of them and were able to name how this product could be used in their lives.

A cloud storage and collaboration app for consumers