As part of the Time to Dashboard project, we would like to reinforce the new, preferred workflow that starts from Dashboard.
Many existing users are accustom to first navigating to Visualize and creating visualizations. Next, they create a new Dashboard whereupon they add those previously created items. In order to help users re-learn this flow, we are proposing the addition of a callout or toast message within Visualize.
~While we have not settled on a final solution, recent user testing leads me to believe that the toast message would be more effective. That said, it would potentially necessitate a bit more work to manage its state (i.e. when to show it; use of localStorage).
The added benefit of the toast is that it could persist on both the Visualize home and editing screens without affecting the page layout. Technically speaking, the callout could also be made dimissible and have its state stored in localStorage, but it would push things down making for a less desirable layout, even if momentary. ~
Update: Current consideration (October 30)
The thread below has moved in the direction of updating the Save modal. These additional redirection points could be considered separate/future updated after an initial evaluation period for the modal changes. As an aside, the proposed usage of a toast doesn't seem to follow best practices on usage and the callout is likely to be more in line with precedent.
Save modal updates
Clickable Figma prototype
https://www.figma.com/proto/YA02RZlZQ6IQWlyzyiFzZx/Dashboard?node-id=1544%3A64&viewport=1079%2C1471%2C1.1890755891799927&scaling=min-zoom
Prior considerations
As an aside, the proposed usage of a toast doesn't seem to follow best practices on usage and the callout is likely to be more in line with precedent.
Sample toast
Sample callout
As part of the Time to Dashboard project, we would like to reinforce the new, preferred workflow that starts from Dashboard.
Many existing users are accustom to first navigating to Visualize and creating visualizations. Next, they create a new Dashboard whereupon they add those previously created items. In order to help users re-learn this flow, we are proposing the addition of a callout or toast message within Visualize.
~While we have not settled on a final solution, recent user testing leads me to believe that the toast message would be more effective. That said, it would potentially necessitate a bit more work to manage its state (i.e. when to show it; use of
localStorage).The added benefit of the toast is that it could persist on both the Visualize home and editing screens without affecting the page layout. Technically speaking, the callout could also be made dimissible and have its state stored in
localStorage, but it would push things down making for a less desirable layout, even if momentary. ~Update: Current consideration (October 30)
The thread below has moved in the direction of updating the Save modal. These additional redirection points could be considered separate/future updated after an initial evaluation period for the modal changes. As an aside, the proposed usage of a toast doesn't seem to follow best practices on usage and the callout is likely to be more in line with precedent.
Save modal updates
Clickable Figma prototype
https://www.figma.com/proto/YA02RZlZQ6IQWlyzyiFzZx/Dashboard?node-id=1544%3A64&viewport=1079%2C1471%2C1.1890755891799927&scaling=min-zoom
Prior considerations
As an aside, the proposed usage of a toast doesn't seem to follow best practices on usage and the callout is likely to be more in line with precedent.
Sample toast
Sample callout