Questions tagged [workflow]

A workflow consists of a sequence of connected steps.

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2answers
54 views

Track work in progress visually

In my project we have so many transactions created every day, we wanted to create a workflow diagram which shows visually what is current state and what is my next state and how many levels need to go....
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1answer
70 views

Mobile Navigation - Endless loop issue with two mutually referencing screens

One part of my app is a collection of tasks that the user has to do. For each task, he will be able to create so called "reports", where he describes certain steps that he took to accomplish the task ...
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1answer
68 views

UX best practices for a help desk/ticketing system? Views and steps

I am building a "help desk/ticketing system" app from the ground up. I am quickly finding out that I am reinventing the wheel in terms of workflow for the admin and users. Where can I find best ...
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2answers
238 views

How to better represent a process flow in a dashboard?

My goal is to build a dashboard to position the users about several processes (orders) running on a shop floor. The processes has several steps, named for illustration as STEP1, STEP2, STEP3, STEPN. ...
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2answers
83 views

Should software allow saving a blank/empty document? [closed]

Certain types of software prevents saving a blank/empty document. Is there a reason for this? Under what conditions is saving a blank document useful?
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2answers
76 views

Naming and metadata in a wizard flow

In a short wizard flow (4 steps), should the option for naming the wizard and other metadata (description, etc) come as the initial step or as a final step? I'm of the opinion that it should be a ...
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2answers
214 views

Handling two possible workflows of the same action

There is a subpart of the user workflow in the product that I am designing that I am having trouble with. The user is at a step where they have to fill-in patient data, in a modal window. Once they ...
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3answers
143 views

Help with Design Team Dynamic Problems

We are a small team of UX/UI designers in an organization. Often we are micromanaged by a single designer who has direct links with highest authority. Instead of going in the usual route of ...
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2answers
119 views

How to Handle User Email Confirmation After User Becomes a Paying Customer And Doesn't Confirm Email

I'm rebuilding my "confirm email" system when a user signs up or changes their email. Websites like Facebook require an email be confirmed each time it is changed, so I have implemented the same. ...
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1answer
83 views

Correct sequence of steps for a multi-step workflow

I'm working on a project where a logged-in user(nurse) has to complete a multistep workflow in order to enroll patients into their doctor's records system. The workflow needs to capture: Patient Name/...
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1answer
53 views

Data table entry: creation vs editing - how to design workflows for least friction and effort

I am designing a new feature and workflow in our business application, which allows administrators to create export configurations, which can later be selected by users, to quickly export projects ...
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2answers
127 views

How to adapt UX design approach/process for short timeframe projects (e.g. hackathons)

So I was picked today as a participant for a 24 hour hackathon, I tried to read couple of articles on how to get ready, some of them offered some quality insights but most of them were just about how ...
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34 views

Best practices for ensuring best start possible on new design project?

I am working on redeveloping a website from scratch from an existing decade old legacy site. I am having a difficult time understanding the subject and objectives of the new site. What is the ...
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2answers
62 views

How to map out user actions with connected features?

I am dealing with a new feature for our dashboard and I am trying to map out all the user's possible actions and connect them to features we have so I could see if we are missing something and improve ...
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1answer
47 views

Co-browsing support: initiated by customer or service rep?

We are currently putting together a co-browse feature for customers using web chat on our website, and the software that was purchased allows the customer to initiate a co-browse session (take control ...
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3answers
151 views

Justification for adding confirmation page in transaction website userflow

I've implemented a web form for users to request a transfer or withdrawal of funds they have deposited with our service. Our financial person, who handles most finance-related customer support, is ...
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0answers
134 views

Workflow for How Typography Layout Should Be Specified

This is sort of a user experience and graphics design question, but it seemed better as user experience. To start, good text has good typesetting. This sometimes means per-letter spacing adjustments, ...
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3answers
82 views

For those of you with UX as a separate role from UI, what is the design process like at your company? [closed]

I am a product designer who has recently started to work at a company that segments the research+UX designer role from a separate UI designer role. I have not worked in a company with this separation ...
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6answers
306 views

Restricting user freedom of customisation

The context: Currently working on the redesign of an employee attendance app that's used by various companies. At the moment the companies that use the app can set their own attendance statuses to ...
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2answers
192 views

What's a good way to design a menu in which some menu items are dependent on others?

My company likes to design interfaces with side menus that look like this: The problem with this design is that it allows the user to click on links like "Profile" before they've selected which ...
2
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1answer
93 views

What is a good example to set a task that is due on specific event date?

I am working on a project for our CRM product, which the user required to have an ability to create task that's due certain days before and after a milestone date for a transaction (eg. closing dates ...
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0answers
48 views

What does 'Impact on Distilled' Mean?

I'm working a project around a checkout process and I'm using a prioritisation matrix to order which UX improvements to start on first based on a few conditions, these are: Technical Feasibility ...
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2answers
59 views

Login workflow for an occasionally used service

I'm creating an online service for companies to manage registration for annual events. Event attendees will need some way to login to the system to manage their booking, payment, special requests, ...
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1answer
53 views

New tab or stay on page [duplicate]

Hi I'm working on a workflow product with a 'home' page for storing your files. I'm curious about whether there is a good reason for navigating to the file clicked vs. opening a new tab. So far I ...
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1answer
130 views

Workflow Button Location

In our system we have workflows which can have 1 to many steps. Below you will see an example of one that is quite simple with only one step, with the buttons "Save" and "Cancel". Some other Workflows ...
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2answers
98 views

What are some tips for a designer to use Interface Builder effectively? [closed]

I work at an iOS app startup. We have 3 engineers (including myself, the founder), and a part-time UX designer. I'm trying to get the designer to use Interface Builder, and he complains strongly ...
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1answer
65 views

How to decide whether wizard stages should be split or united

I have a wizard where, conceptually, the first step is a URL input field. Once filled and activated, the system pulls some stuff from that address and the rest of the wizard steps deal with that stuff....
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0answers
79 views

Representing hiding and showing for steps as opposed to conditional branching or jumps

I'll try to start with some context. We run a workflow app called Tallyfy which is designed for people to build and run repeatable processes in a business, such as client onboarding, employee ...
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3answers
1k views

Checkout flow for buying as guest

I'm working on an e-commerce web site and was reading more about the checkout process. I've found this answer, talking about the benefits of not asking users to create an account on the web site in ...
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0answers
95 views

What is the difference between a workflow and a user flow? [duplicate]

I am new to UX just graduated and I was asked to do a design challenge about service accessibility. They provided assets, personas and a use case scenario. The main problem is to find ways to the ...
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2answers
99 views

Open new window to manage customers in a desktop application?

I am designing desktop application using Python tkinter. I have a menu bar called "Customer" and it contains menu items "new customer", "update customer", and "delete customer". When user clicks on ...
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3answers
132 views

What is the best way to label options that can be true / false or both?

Below is an example of a workflow process where a user will be updating certain accounts based on their settings. What is the best way to label options that can be true / false or both? (Seen in the "...
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2answers
99 views

How to offer to users several workflows to complete a task

Suppose we are making a medical software to support doctors to perform medical examination on the patients and store results in the system. What is unusual in this case, is that doctors often have ...
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0answers
112 views

Large data migration workflow

Can anyone suggest the best way to represent this workflow for managing a large data migration which requires a manual FTP stage on the customer end? I am thinking a wizard to take us up to the FTP ...
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1answer
42 views

How to engage the user while waiting for Instant Payment Notification from PayPal

I am creating a donation platform which will be using PayPal as a payment gateway. When the payment is made, the donor will be redirected back to the platform and I want to show confirmation there as ...
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2answers
58 views

Allow a user to like a post without having to log in?

I got into an argument with two people who insisted that users do not have to log in to like a blog post. Is this okay? I'm sorry if it seems a silly question, but I was really concerned with the ...
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2answers
202 views

Integrate multiple forms as optional steps in one form

Context I'm working on a CMS portal that supports content in a set of categories. The categories important for this questions are in particular; Media Pages When adding media, the users has to ...
3
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1answer
272 views

Is it easier to edit or to start over

Context When working with a content management system users might encounter a situation where they are not happy with a set of content. For example, a webpage in a CMS (Wordpress, Joomla) does not ...
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1answer
60 views

What to show in the landing page of UPI transfers?

In the banking sector, we are implementing the UPI Transfers (pertinent to Indian and Indian banks). Is it good to give home screen showing all menu options to the customers before they create Virtual ...
2
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2answers
544 views

Where to put a floating progress bar in a multi-step form

I am doing an interactive form that shows the progress related between filled and not filled inputs. As a result, I have a progress bar that shows how many steps did I filled and how many are missing. ...
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3answers
2k views

Why separate login and signup page?

I was wondering why basically all webpages use separate login and signup pages. Not necessarily separate html files, but they are usually built as two separate forms. Why not have one form with email ...
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1answer
65 views

UI Standardization or Worflow Optimization: When is breaking user-expectation acceptable?

From a UX perspective, which scenario(s) would UI standardization take precedent over workflow optimization, or vice-versa? I'm working on a large application. This applications contains a large ...
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1answer
108 views

What are the benefits to product teams when designs are done in user flows

Recently i've been designing UI for various features in sketch in terms of user flows. This means multiple artboards of each state and scenario will be in a layout of a flow. similar to how Jakub ...
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4answers
722 views

To Link or Not to Link Social Logins with a Matching Email

I have a site that allows logging in through: Email (must be verified and unique) Facebook Twitter LinkedIn. Once you have created an account through one of those 4 methods, I provide the ability ...
2
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1answer
251 views

Submit listing then login/register

I need users to submit a listing but they need to be registered. I want to make it easier by allowing them to fill in the submit form. I am thinking of 3 approaches: Once the listing is validated ...
8
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2answers
586 views

Simultaneous task -Design Advice

I have to design the workflow where a user sets up multiple tasks that will run automatically. Those tasks have two possibilities: They do something simultaneously - Task 1 and Task 2 run at the ...
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2answers
79 views

How to minimize onboarding steps for mobile apps when invited/added by another user?

Here's the best we have right now. It's 7 steps for UserB. We use email address for usernames. Can we do better? UserA adds UserB, in app, via email address. UserB receives welcome email. Subject "...
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2answers
180 views

One tablet app, one flow with two users (specialist and customer) - how to differentiate?

I am working on a project that involves creating User Interface of a tablet app. The app will be used in the following way: a customer is coming to the shop a specialist is starting the app and ...
4
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4answers
172 views

Handling access to data

I'm developing an application to store and manage files, passwords, things like that. Currently I'm thinking about how to handle access to this data (since it may be the case that you don't want ...
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1answer
84 views

Is there any pattern to avoid a popup on page load?

I am working on a social media tool, and upon adding a new account it takes me to a new screen but before I can go and view the added account in the new screen I am supposed to set a few toggle? How ...