Task Interface

Assignment Interface

Whale provides optimized experience for managing assignments and tasks. Below are the common design patterns and interactions an operator will encounter on the platform.

Batch Actions: On certain pages, batch action buttons will automatically appear once an operator selects one or more records

No records currently selected.

After selection, applicable action buttons will automatically appear.

Row-Level Details: In some task tables, operators can click anywhere on a record row to open a detailed view in a side panel (sliding out from the right)

Record details slide out from the right.

Sticky Horizontal Scrollbar: For some tables with many columns, a horizontal scrollbar is anchored to the bottom

Operators can use the horizontal scrollbar at the bottom to view records from the left to the right.

Sticky Table Headers: On some pages, table headers can be fixed at the top of the page as operators scroll through long lists of records

Table headers are fixed at the top.

General Component Instructions

• Input Field Hints

  • Some fields include specific placeholder text to provide guidance on the required information.

• Date Fields

  • Click a date field to open a calendar interface for quick date selection.

• Dropdown Lists

  • Click the arrow icon in a selection field to view and select from a list of predefined options.

• Client Search Fields

  • The system provides multiple fields to facilitate locating and querying the corresponding client.

• Advanced Search

  • In the search criteria area, click this button to expand or collapse additional filters.

• Fields Supporting Search

  • If the placeholder in the field box contains the word "Search", it indicates that the field supports fuzzy search.

• Table/List Pagination

  • Operators can configure the number of displayed per page and navigate to a specific page.

• Export Search Results

  • Operators can export and download their search results.

• Mandatory Field Indicator

  • A red asterisk (*) before a field name indicates that the information is mandatory.

• Add/Remove Controls

  • Use the + or – icon to add or delete data groups.

• Search and Clear Icons

  • Operators can use the search icon to apply filters and the clear icon to clear the search criteria.

• Export Data

  • Operators can click the export icon to export list records to Excel/CSV formats.

• Field Tips

  • Hover over or click the "i" icon next to a field to view additional explanatory text.

• More Actions

  • Click the "..." icon to access additional actions.

• Customizable Columns

  • Operators can click the settings icon to select which columns are displayed in the list.

• New Feature Tips

  • When a new feature is released, a one-time interaction prompt will be displayed to guide operators through the update.