Workflow Steps (Balloons)

This article covers the best practices that can be applied to the content of the balloon, unique cases and things to avoid for a Workflow balloon creation.

Header and Body:

  • While designing Workflows try to keep the heading short and direct, preferably restricted to 3 words.
  • The content of the balloon should clearly indicate what must be done, as an action to the pointed element and supplemental information if required to complete the stated action.

Unique Cases and Things to avoid: 

  • Avoid duplicating the Heading in the content section. Ensure the Content/Description has proper verbiage.

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