Charma Goals
At Charma, our goal was to build features that are simple, intuitive, and flexible enough to accommodate a wide variety of user needs.
We heard from customers that their existing goals management solutions were either too rigid or overly complex, making it difficult to track progress effectively. We set out to create a solution that was both powerful, easy to use and integrated seamlessly with the rest of the Charma platform.
My Role
In a small startup environment, I took on multiple roles: leading both the design and frontend development for the goals feature to ensure it addressed the needs of our diverse user base.
Infinite Nesting
One of the primary requirements was to support infinite nesting of goals and subgoals, allowing users to break down their objectives into manageable steps. However, this presented a unique challenge when trying to render an infinite amount of levels on a table, it just wasn't a clean user experience.
To solve this, I iterated on our existing DataTable component (from the Charma Design System). I added collapsible rows for immediate subgoals, and allowed navigation to deeper nested levels using a breadcrumb trail that updates dynamically as users explore their nested goals.
A bonus of implementing this nested handling on the existing DataTable component was the ability to now utilize its features for other nested data structures within the application.
Peek Panel
The Peek Panel gives users an at-a-glance view of their goal progress, plus inline editing — so they can tweak action items or subgoals without leaving the current context.
A place to start
To support users in getting started, we integrate with OpenAI to suggest action items and subgoals — offering friendly, AI-generated prompts based on their current objectives.