I was tasked with redesigning Formally’s template library organization system as part of a design exercise to improve its usability and scalability. The scope of the project, outlined by the CEO, included 4 key pain points: 1) difficulty in finding templates, 2) confusion between source and spawned templates, 3) limited version control, and 4) lack of ownership visibility. I started by aligning on the target audience and goal of this feature, which was to create easier/smoother template creation, management, and collaboration processes primarily for petitioners who create, edit, and review templates.

To tackle these challenges, I began by identifying the main pain points experienced by these users and mapping user flows to pinpoint inefficiencies and bottlenecks in the current system. The redesigned workflows included brainstormed features like advanced search and filter mechanisms, collapsible views for better organization, and a clear distinction between source and spawned templates. I also proposed solutions for version control, such as a visual timeline for tracking edits and side-by-side version comparisons. To enhance accountability, I integrated ownership tracking that displays both the creator and last editor for each template.