Filtering projects

We identified this user need from user research:

As a delivery officer
I need to find projects quickly and easily
So that I can start/continue working on them

# Meeting user need

We created a sorting bar to help delivery officers (DOs) find their projects quickly, but this didn’t resonate with them. They instead wanted a search bar and filters, particularly filtering by region.

A series of digital sticky notes from user research sessions.

And I'd like to probably you'd like to be able to read all projects, but I'd only want to write on ones that are in my region.

Yeah, I'd go for my region and then I'd probably cause often I want to see all of mine together, so I'd probably go for [that].

# Designing a solution

We collated several examples of search bars and filters from other services including DfE services and a Department for Business, Energy and Industrial Strategy (BEIS) service.

Screenshots of digital services. They are grouped under the heading Other services.

We came up with some filters that could be useful to users. This included our project assignment feature and a project title search.

Sticky notes grouped under the heading Possible filters. These include region, project status, assigned to and project title search.

We created a prototype design and tested it in user research sessions with team leads.

A list of filters for a project titled Manage an academy conversion.

# Next steps

We will test our prototype with delivery officers in user research sessions.