I'm currently designing a CRM, and am wondering how to place a specific piece of contingent information in the table section. As you can see in the attached snapshot, the top row is slightly different than those below it, as it has a check icon and number values below the task subject (this means that 1 of 3 to-do list items relating to that task have been completed). The other rows, meanwhile, have no check icons because there are no to-do's corresponding to their tasks. Here I solve for the presence of this unique piece of info by bumping up "14-Day Check-In," putting the icon and number right below it, and centering those two values on the row.

My question: Does moving "14-Day Check-In" up a few pixels create bad visual inconsistency with the other rows? Should I just put the check icon/numbers below that value without moving it?

(note: based on user goals, the to-list value on this page is a must-have)

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  • Just curious - why not right align the to-do check+numbers (if present) so that they are horizontally aligned with the task subject - then it becomes another vertically scannable list of items that won't interfere with the task subject. Is there a reason to put them underneath? Alternatively do something similar in the Done column since presumably that relates to the done state of any to-do items. (And if not - that's potentially confusing) – Roger Attrill Jan 30 '19 at 20:07
  • Thanks for the response, @RogerAttrill! Just so I understand: do you mean put the icon/digits to the right of the task subject, so that they're on the same horizontal plane? I thought about that, but ultimately decided against it to account for the possibility of a user entering a REALLY long Task subject name, which would effectively cramp the icon/digits. And you're absolutely right about the done column being more ambiguous with the intro of an entirely separate value. Thanks again! Let me know if you have any thoughts! – Conor Jan 31 '19 at 16:03

You can use as guidelines the structural lines marked by the buttons on the right to align the whole line:

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You will get more place to play with and there's no any kind of visual inconsistency

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  • You should also call out inverting the colors and adding a bubble around the checklist count as a way to give it more visual prominence and show that this row is not like the others. – Nathan Rabe Jan 30 '19 at 16:31

To answer your question, I think the visual weight and different sizes of the task subject and the check icon/digits are quite different - different enough that if you raise the task subject up, then it affects the horizontal scanning of the table row. I think it's better to place it underneath without raising the task up.

Here's an example with half the items with the check box and half without:

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The above version scans a lot better than this one below, which looks messy and jumbled:

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I think the first image above looks fine - however, there is an alternative to having it underneath at all. You could right align the to-do check+numbers (if present) so that they are horizontally aligned with the task subject - then it becomes another vertically scannable list of items.

In the case where someone has a long task name and there's the icon/digits, then truncate the task name with an ellipsis and show the full task name as a tooltip on hover. It's only the equivalent of about 6 or 7 characters and in the event that someone enters a really long task name then you're going to have to truncate it anyway...?

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  • Ah i see thats a good point. I'm really intrigued by the right aligned version - however, in the right aligned version, if a user creates a checklist in the double digits, the icon/double digits would occupy more space, not to mention that the icon would be misaligned with other, single digit checklist icons. All that is to say, it looks like there might be a tradeoff either way and I need to decide which will have the least adverse impact on the experience. Really appreciate your ideas! – Conor Jan 31 '19 at 22:24
  • Moving the tickbox over is nice for balance but keep in mind you'll now have to sometimes truncate the title earlier, and check whether or not it's necessary. – PixelSnader Feb 1 '19 at 0:14

Not really, its ok to move it up. As title + checkbox are perceived as a group, which is vertically centered to radio. Simetry thing, right.

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