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UX > Workflows > Flashcards

Workflows Flashcards

1
Q

What is a workflow?

A

A sequence or collection of activities that take place in order to complete a specific task/job. Process of screens and screen states.

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2
Q

What can we do to make registration more appealing to users?

A
  • Don’t force it
  • Don’t force social
  • Use inline validation
  • Flag why you are asking for details
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3
Q

When should you consider using onboarding?

A
  • New mental model
  • Complicated process
  • Users enter data immediately
  • Re-designed app
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4
Q

What are 4 onboarding objectives?

A
  • Get people engage to app/service quickly
  • Introduce smoothly and friction-less as possible
  • Answer critical questions up front
  • Answer deal-breakers
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5
Q

What are 3 onboarding styles?

A
  • Static walkthrough
  • Interactive walkthrough
  • Tutor overlay
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6
Q

What are best practices of a static walkthrough?

A
  • Keep them short (3-4 screens max)
  • Keep them concise (large font, few words)
  • Use images
  • Allow users to skip
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7
Q

What is the purpose of a static walkthrough?

A

Tell users what the app does, why it’s useful and how to use it.

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8
Q

What are best practices of an interactive walkthrough?

A
  • Get them using the service (show them benefits/how it works)
  • Address deal breakers as they register
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9
Q

What is the purpose of a tutor overlay?

A

Used to explain how a product works or how to access certain features. Useful for complex products.

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10
Q

What are some onboarding recommendations?

A
  • Be sure you need it
  • Define key messages
  • Define key features
  • Interactive walkthroughs are more effective
  • Tutor overlays are best for explaining features, especially when animated.
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11
Q

What 3 things can we do to help users with sign-in?

A
  • Keep them logged in
  • Show passwords as they sign in
  • User fingerprint or face ID
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12
Q

What are the 5 benefits of biometric ID?

A
  • Quick and convient
  • Users can’t forget their password
  • No more keyboards
  • No more password recovery/resets
  • More secure
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13
Q

What is a complex form?

A

Forms that combine aspects of many other workflows.

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14
Q

What can we do to help users with complex forms?

A
  • Choose a flow
  • Structure as a conversation
  • Adhere to high-level best practice
  • Minimse inputs
  • Use smart defaults
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15
Q

How can we make a form conversational?

A
  • Tell the user something, then ask a question, repeat
  • Tell the user how many steps are involved
  • Don’t ask redundant questions
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16
Q

What are 6 techniques we can implement when designing complex forms?

A
  • Use top aligned labels
  • Stack inputs in a single column
  • Use field lengths as an affordance
  • Avoid asterisks for required fields
  • Use descriptive labels for buttons
  • Show a stepper (progress indicator)
17
Q

What can we do to make payment easier for a user?

A
  • Follow conventional flow
  • Minimize questions and inputs
  • Use auto formatting
  • Increase perception of security
18
Q

What is the conventional payment flow?

A
  1. What am I buying? / How much am I paying?
  2. Payment form
  3. Confirmation something happened
  4. Confirmation of payment
19
Q

What are the default questions on a payment form?

A
  • Name on card
  • Card number
  • Expiry date
  • Security code
20
Q

How can we increase the perception of security on payment forms?

A
  • Show accepted credit card logos
  • Confirm payment amount obviously on the page
  • Repeat payment amount in buttons
  • Use padlock icons
  • Add a payment processor logo in the terms and conditions
21
Q

What is a micro-task or mode?

A

Performance of a specific task. Could be the sole function of the software or it could be one small interaction amount many.

22
Q

When using micro-tasks, how does the software typically behave?

A
  • Interface changes entirely
  • Navigation/content is removed
  • Typically performed in a modal box
23
Q

Why is it called a modal box?

A

User is in a different mode of doing.

UX (11 decks)

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