Elevating Collaboration: Introducing Team Room Tagging

Through close collaboration between the Customer Experience team and our developers, we addressed a crucial user need, examining edge cases and potential hindrances along the way.

Planning the feature

After recognizing the significance of a Team Room Tagging feature, we began work by conducting a thorough analysis of potential challenges and considerations. This initial phase laid the foundation for a solution that would seamlessly integrate into our existing ecosystem.

The next step involved gathering comprehensive requirements. This process involved several steps, including:

  • Soliciting feedback from users

  • Dissecting user pain points

  • Envisioning a feature set

Ideally, the feature set would not only meet their needs but also exceed their expectations. Of the pain points, the biggest was users not being able to sort through large sets (sometimes thousands) of Team Rooms in their organization.

Wireframing + prototyping

With requirements in hand, I took on the task of generating wireframes in Miro for various states that users would encounter when interacting with Team Room Tagging. This encompassed creating, applying, editing, and filtering tags. The wireframes provided a visual blueprint, ensuring a cohesive user experience at every step of the process.


After the wireframes were approved, I set out to create a massive set of visual designs in Adobe XD. These screens were crucial, as they empowered developers to create pixel-perfect designs. I worked closely with the developers at this point in the process, and was able to answer any questions that came up in real-time.

Implementation and roadblocks

One of the problems we encountered had to do with discovery of the feature. Unfortunately, creating tags was to be an action within the settings page which users might not visit on a regular basis. I opted to add a call-to-action prompting users to manage tags from the filter popover on the Team Room page. That way, users could be alerted of the feature within their existing flow.

Screen featuring filter options for team rooms, allowing users to refine their view based on criteria such as tag, date created, or license usage.Settings screen in Retrium for creating and managing tags, providing options to add, edit, and delete tags for organizing and categorizing team rooms.

The solution, once implemented, proved to be a resounding success, greatly enhancing collaboration and organization within our platform. However, our user-centric approach didn't end there. Upon receiving feedback, we identified an opportunity to further streamline the process.

Further enhancements

Responding to user requests, we extended the functionality to allow users to edit their organization's tags through a CSV file upload. This enhancement proved to be a game-changer, significantly reducing administrative overhead and further solidifying our commitment to providing an intuitive, user-friendly experience.

The introduction of Team Room Tagging revolutionized collaboration within our platform, garnering praise from users and stakeholders alike. The iterative nature of our development process allowed us to not only address immediate needs but also anticipate and cater to future requirements.

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