# Agile UX Simplification Audit **Date:** 2026-06-05 **Author:** Principal PM / UX / Architect (agent) **Mandate:** Simplify, don't add. Charts over tables. Remove duplicate metrics. Enterprise-grade but PM-friendly. --- ## Cross-cutting findings 1. **Metric duplication everywhere.** `blocked`, `overdue`, `velocity`, `capacity`, `risks`, `dependencies`, `sprint progress` each appear on 2–4 screens. The same number is recomputed and re-displayed across Overview, Backlog, Sprints, Capacity, Dependencies, Executive, and Reports. 2. **"Open report" surfaces with no insight.** The Reports hub is a gallery of text-only cards (title + one number + "Open report"). The Executive dashboard ships burndown/velocity **as text**, even though the API already returns full chart series (`velocity.history`, `burndown.chart_data`, `risk_trend`). 3. **Nav density.** 13 project subnav tabs; Overview and Executive overlap heavily; Planning/Sprints/Board/Gantt are four adjacent "execution" views. 4. **Dual control strips.** Gantt has a page-level range picker *and* a component-level zoom — two controls for overlapping concepts. 5. **Charts underused.** A capable `ReportChart` (chart.js: line/bar/doughnut) and recharts wrappers exist, but the highest-traffic screens (Overview, Executive, Portfolio) render almost no charts. --- ## Screen-by-screen ### 1. Overview (`ProjectDetailPage.tsx`) - **KEEP:** Single project-health hero, active-sprint summary, recent activity peek. - **IMPROVE:** It is a 4-row, 15-card nav launcher. Collapse to one health hero + one "delivery snapshot" + a compact "needs attention" list. Stop linking three separate cards to the Backlog. - **REMOVE:** Duplicate cards already shown on Executive/Backlog/Sprints (open work, completed work, velocity-as-text, burndown-as-text, capacity card). Overview should orient, not duplicate Executive. ### 2. Executive Dashboard (`ProjectExecutivePage.tsx`) - **KEEP:** Health score hero + explanation, attention-required list, forecast card. - **IMPROVE:** This is the command center but has **zero charts** despite the API returning velocity history, burndown series, and risk trend. Reorganize into 4 charts-first sections (Health, Sprint Delivery, Risks & Dependencies, Forecast). - **REMOVE:** The standalone "Risk summary" 5-KPI strip at the bottom (duplicates Risks page + the Risks & Dependencies section). Reduce KPI sprawl; numbers support charts, not the reverse. ### 3. Product Backlog (`ProjectBacklogPage.tsx`) - **KEEP:** Sortable list, epic grouping, filters, create actions. - **IMPROVE:** 6 KPIs + optional 2 analytics KPIs before the list is a heavy header. Keep 4 KPIs (Total, Ready, In Sprint, Blocked); fold business-value/labeled into the analytics section. Fix hardcoded English "Backlog analytics" title. - **REMOVE:** `overdue` KPI (belongs on Overview/Executive); epic progress bars overlap the Epic Progress report. ### 4. Sprint Planning (`SprintPlanningPage.tsx`) - **KEEP:** Two-column DnD, capacity bar. - **IMPROVE:** Same count is shown 3× per column (toolbar, header, body). Show it once (column header). - **REMOVE:** Toolbar duplicate counters. ### 5. Sprint Board (`ProjectBoardPage.tsx`) - **KEEP:** Everything — leanest, most focused screen. - **IMPROVE:** Assignee filter should be a member picker, not a raw text box (UX gap, not clutter). - **REMOVE:** Nothing. ### 6. Sprints (`ProjectSprintsPage.tsx`) - **KEEP:** Sprint card grid, conditional KPI strip. - **IMPROVE:** Avg velocity / at-risk duplicate Overview + Reports; keep counts that aren't derivable at a glance. - **REMOVE:** Avg velocity KPI here (it lives on Executive + Velocity report). ### 7. Capacity (`ProjectCapacityPage.tsx`) - **KEEP:** Editable team table, sprint selector, 4 capacity KPIs. - **IMPROVE:** Explain + legend panel is instructional bulk; make it collapsible. Simplify per-row "+X overload / -X available" wording. - **REMOVE:** Nothing structural. ### 8. Risks (`ProjectRisksPage.tsx`) - **KEEP:** Register, matrix, heatmap, lifecycle status. - **IMPROVE:** Make **Matrix the default tab** (visualization first). Move audit history into a drawer/modal instead of an inline expanding panel. - **REMOVE:** Inline history panel pushing content down. ### 9. Dependencies (`ProjectDependenciesPage.tsx`) - **KEEP:** Dependency table, blocked-chains tab, 4 KPIs. - **IMPROVE:** Surface "critical chains" indicator alongside blocking/blocked counts. Keep it visual + simple — no graph engine. - **REMOVE:** Nothing; ensure blocked count is consistent with Overview. ### 10. Milestones (`ProjectMilestonesPage.tsx`) - **KEEP:** 3 KPIs, list/timeline toggle. - **IMPROVE:** Timeline is good; ensure empty state has a CTA. - **REMOVE:** Nothing. ### 11. Gantt (`ProjectGanttPage.tsx` + `GanttTimeline.tsx`) - **KEEP:** The full timeline implementation (today line, deps, critical path, milestones, tooltip, legend). - **IMPROVE:** Collapse the **two** control strips into one. Improve readability (sticky header, clearer milestone diamonds, stronger critical-path emphasis). - **REMOVE:** Page-level range picker that duplicates component zoom. ### 12. Reports (`ProjectReportsPage.tsx` + `ReportHubCard.tsx`) - **KEEP:** Velocity, Burndown, Sprint Health, Capacity, Risk Trend. - **IMPROVE:** Convert the hub into a single **Analytics Center**: each primary card gets a mini chart preview + KPI + trend + export. Secondary reports collapse into a "More analytics" list. - **REMOVE / ARCHIVE:** Demote Throughput, Dependency Trend, Epic Progress, Release Progress, Assignee Load, Work Distribution to a secondary list (kept reachable, off the main grid). Remove text-only "Open report" cards. ### 13. Settings (`ProjectSettingsPanel.tsx`) - **KEEP:** General, Members, Lifecycle/Danger, governance content. - **IMPROVE:** It's a long scroll of stacked sections. Convert to tabs: **Agile · Capacity · Workflow · Notifications · Archive**. Hide advanced settings by default (progressive disclosure). - **REMOVE:** Nothing; reorganize. ### 14. Portfolio (`PortfolioDashboardPage.tsx`) - **KEEP:** Project cards with health + completion. - **IMPROVE:** Currently just 2 KPIs + a card grid — no executive value. Add: Portfolio Health (healthy/attention/critical), Projects by Status (viz), Risk Exposure (viz), Upcoming Milestones, Timeline snapshot. - **REMOVE:** Bare "active sprints / upcoming releases" duplicate KPI row as the only summary. --- ## Removal scorecard (complexity deleted) | Item | Action | |------|--------| | Overview duplicate KPI cards (open/completed/velocity-text/burndown-text/capacity) | Remove | | Executive bottom risk-summary KPI strip | Remove (folded into Risks & Dependencies) | | Backlog `overdue` KPI + duplicate analytics row | Trim | | Planning triple counters | Reduce to 1 | | Sprints avg-velocity KPI | Remove | | Reports text-only "Open report" cards | Replace with chart previews | | 6 secondary reports on main grid | Demote to secondary list | | Gantt page-level range picker | Remove (use component zoom) | **Net effect:** fewer cards, fewer tabs competing for attention, charts where numbers used to be, one analytics surface instead of a 14-card gallery.