If you already know how to create workflows, this article will provide you with valuable strategies and methods for building user-friendly and easy-to-manage workflows. It's essential to prioritize user-friendliness and manageability when constructing workflows. Below, you will find practical tips and best practices to help you develop effective workflows that enhance the overall user experience.
1. Build for a Smooth User Experience
- Start from the Home Page: Assume the user begins at the home page. Create steps from there, including navigation steps that help users exit the current screen or application.
- Optimize Element Selection: Use tools like 'Expand Selection' and 'Narrow Selection' to ensure the correct elements are highlighted. Avoid selecting elements hidden behind others.
- Use 'Scroll To' for Elements Near the Bottom: Ensure the 'Scroll To' option is enabled for elements near the bottom of the page, so they are brought into view automatically.
2. Optimize Workflow Content
- Precise Titles and Descriptions: Titles should clearly state the workflow's end goal, making it easy for users to select the relevant workflow from the menu. Use descriptions to clarify the flow if necessary.
- Concise Balloon Text: Keep instructions in balloons direct and actionable. If more information is required, use tooltips or links to detailed documents. Avoid overwhelming the user with excessive details.
- Limit the Number of Steps: Keep workflows to 15 steps or fewer. Workflows with more steps tend to have a significant drop-off in completion rates. If more steps are necessary, consider breaking the process into smaller, logical workflows.
3. Enhance Workflow Interaction
- Minimize User Clicks with Advance On Actions: Use 'Advance On' actions to progress the workflow automatically when appropriate, reducing the number of clicks for the user.
- Enable Optional Steps: For steps that may not apply to every user, use a 'Next' button as the trigger, allowing users to skip steps if they choose.
- Ensure Full Balloon Visibility: Position balloons so that they are fully visible on the screen, regardless of where the element is located in the application.
4. Ensure Flexibility and Accessibility
- Multiple Ways to Initiate the Workflow: Workflows can be initiated via various methods such as Apty Client, Launcher, or an Announcement. Ensure the workflow is accessible when and where the user needs it.
- Use Anchors for Entry Points: Allow users to start the workflow at any point in the process by using anchor points. This prevents users from having to repeat completed steps and assists in their current position.
5. Test and Optimize
- Test Across Devices: Ensure the workflow is tested across different environments, devices, and screen sizes to confirm it’s responsive and user-friendly on all platforms.
- Incorporate User Feedback: Regularly gather and incorporate feedback to refine and improve the workflows.
- Leverage Analytics: Use analytics tools to track how users interact with workflows. Identify drop-off points and areas where users spend the most time to continuously optimize your workflows.
By following these best practices, you can create workflows that not only guide users effectively but also enhance their overall experience with the application.