TEEM PORTAL.
Shared visibility between clients and Virtual Assistants
Teem is an enterprise platform connecting clients with Virtual Assistants. The Portal serves both sides — clients manage and evaluate VAs, while VAs log tasks and track their own performance. I joined as sole designer, inheriting an inconsistent Figma file with no design system, in a product where task logging happens dozens of times a day per agent.
- 01Audited the inherited files — mapped components, gaps, and a task-logging flow that didn't match real usage frequency.
- 02Interviewed clients and VAs — the clearest finding was friction, not features: VAs lost time to scrolling on repeated tasks.
- 03Started with Day 1 onboarding — the highest-anxiety moment, where trust is built or lost early.
- 04Designed "default tasks" — eliminated repetitive scrolling by letting agents save and submit recurring tasks in one click.
- 05Built shared visibility as the system backbone — same data, two views — then expanded the pattern to dashboards and management views.
A unified portal on shared information architecture between client and VA views. The standout feature: default/saved tasks that reduce a multi-step scrolling action to a single click. Key screens: Day 1 setup flow, task logging with default tasks, VA performance dashboard, client management view.
VA adoption grew from 15% to 25% between March and June 2026 — a 67% relative increase in three months. The redesign also had a ripple effect — increased engagement with Teem University, the platform's skills training hub, suggesting reduced friction in core workflows freed up attention for adjacent features.
"It's nice the feature to save the default tasks... that way I just click 'submit' to enter the workflow."
"Agents don't need to scroll up and down to find specific tasks."





