Onboarding
Onboarding
Embedded Files
Project overview
Project overview
The challenge
The challenge
On a project management platform, new users would see a blank dashboard and not know where to start.
I was asked to design a task-based onboarding flow to guide users in setting up their initial project.
(Generalized to protect proprietary data.)
My strategy
My strategy
Partnered with Product and Design to create a guided walkthrough for creating a first project.
Prioritized clarity, action, and immediate reassurance.
Created a hands-on guide that taught by doing.
Provided microcopy, field descriptions, and real-time guidance to ease friction.
Closed the onboarding loop by teaching users how to track progress.
Task-based onboarding flow
Task-based onboarding flow
Step 1: Initiate the conversation
Step 1: Initiate the conversation
When accessing the dashboard for the first time, a modal displays over the empty dashboard.
Heading: Ready to create your first project?
Description: In a few easy steps, we can get you working on your first project in under 2 minutes.
Action 1: Create a project
Action 2: Maybe later
Step 2: Guide through required fields
Step 2: Guide through required fields
A creation panel slides open with instructions. Input fields are highlighted as you move through the process.
Intro:
Instructions: We'll guide you through the required fields to create your first project.
Action: Get started
Field 1: Project name
Instructions: Enter a clear, descriptive title (e.g., Rolling Stone Photoshoot).
Action 1: Next
Action. 2: Back
Field 2: Project description
Instructions: Describe your project, providing objectives, deliverables, or any critical context your review team needs to know.
Action: Next
Action. 2: Back
Field 3: Budget
Instructions: Enter your funding limit. This defaults to your local currency, but can be edited.
Action: Next
Action. 2: Back
Field 4: Timeline
Instructions: Enter your targeted completion date. Your start date defaults to the current date.
Action: Send for review
Action. 2: Cancel
Step 3: Set expectations
Step 3: Set expectations
A modal displays, confirming the project was submitted and providing the next steps.
Heading: Your project was submitted
Description: Your project has been moved to In review. To monitor approval status, reply to reviewer feedback, or make edits, visit your main dashboard.
Action: View In review tab
Impact & takeaways
Impact & takeaways
Improved time to first project by guiding users through the process on their first visit.
Reduced abandonment by providing a simple, descriptive navigation assistance for the first project.
Reduced support questions by clearly showing users where their data went and how to track their progress.
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