Best Practices For Mobile Form Design

Original Source: https://www.smashingmagazine.com/2018/08/best-practices-for-mobile-form-design/

Best Practices For Mobile Form Design

Best Practices For Mobile Form Design

Nick Babich

2018-08-28T16:00:09+02:00
2018-08-28T14:30:50+00:00

(This article is kindly sponsored by Adobe.) Forms are the linchpin of all mobile interactions; it stands between the person and what they’re looking for. Every day, we use forms for essential online activities. Recall the last time you bought a ticket, booked a hotel room or made a purchase online — most probably those interactions contained a step with filling out a form.

Forms are just a means to an end. Users should be able to complete them quickly and without confusion. In this article, you’ll learn practical techniques that will help you design an effective form.

What Makes For An Effective Form

The primary goal with every form is completion. Two factors have a major impact on completion rate:

Perception of complexity
The first thing users do when they see a new form is estimate how much time is required to complete it. Users do this by scanning the form. Perception plays a crucial role in the process of estimation. The more complex a form looks, the more likely users will abandon the process.
Interaction cost
Interaction cost is the sum of efforts — both cognitive and physical — that the users put into interacting with an interface in order to reach their goal. Interaction cost has a direct connection with form usability. The more effort users have to make to complete a form, the less usable the form is. A high interaction cost could be the result of data that is difficult to input, an inability to understand the meaning of some questions, or confusion about error messages.

The Components Of Forms

A typical form has the following five components:

Input fields
These include text fields, password fields, checkboxes, radio buttons, sliders and any other fields designed for user input.
Field labels
These tell users what the corresponding input fields mean.
Structure
This includes the order of fields, the form’s appearance on the page, and the logical connections between different fields.
Action buttons
The form will have at least one call to action (the button that triggers data submission).
Feedback
Feedback notifies the user about the result of an operation. Feedback can be positive (for example, indicating that the form was submitted successfully) or negative (saying something like, “The number you’ve provided is incorrect”).

This article covers many aspects related to structure, input fields, labels, action buttons and validation. Most points mentioned in this article have visual do and don’t examples; all such examples were created using Adobe XD.

Input Fields

When it comes to form design, the most important thing a designer can do is to minimize the need for typing. Reducing input effort is essential. Designers can achieve this goal by focusing on form field design.

Minimize The Total Number Of Fields

Every field you ask users to fill out requires some effort. The more effort is needed to fill out a form, the less likely users will complete the form. That’s why the foundational rule of form design is shorter is better — get rid of all inessential fields.

Baymard Institute analyzed checkout forms and found that a too long or too complicated checkout process is one of the top reasons for abandonment during checkout. The study found that the average checkout contains almost 15 form fields. Most online services could reduce the number of fields displayed by default by 20 to 60%.

Top reasons for abandonment during checkout. (Image: Baymard Institute) (Large preview)

Many designers are familiar with the “less is more” rule; still, they ask additional questions in an attempt to gather more data about their users. It might be tempting to collect more data about your users during the initial signup, but resist that temptation. Think about it this way: With every additional field you add to your form, you increase the chance of losing a prospective user. Is the information you gain from a field worth losing new users? Remember that, as long as you’ve collected a user’s contact information, you can always follow up with a request for more data.

Clearly Distinguish All Optional Fields

Before optimizing optional fields, ask yourself whether you really need to include them in your form. Think about what information you really need, not what you want. Ideally, the number of optional fields in your form should be zero.

If after a brainstorming session, you still want to include a few optional questions in your form, make it clear for users that those fields are optional:

Mark optional fields instead of mandatory ones.
If you ask as little as possible, then the vast majority of fields in your form will be mandatory. Therefore, mark only those fields in the minority. For instance, if five out of six fields are mandatory, then it makes sense to mark only one field as optional.
Use the “Optional” label to denote optional fields.
Avoid using the asterisk (*) to mean “optional.” Not all users will associate the asterisk with optional information, and some users will be confused by the meaning (an asterisk is often used to denote mandatory fields).

Clearly distinguish all optional fields.

Clearly distinguish all optional fields. (Large preview)

Size Fields Accordingly

When possible, use field length as an affordance. The length of an input field should be in proportion to the amount of information expected in the field. The size of the field will act as a visual constraint — the user will know how much text is expected to be entered just by looking at the field. Generally, fields such as ones for area codes and house numbers should be shorter than ones for street addresses.

The size of a field is used as a visual constraint.

The size of a field is used as a visual constraint. (Large preview)

Offer Field Focus

Auto-focus the first input field in your form. Auto-focusing a field gives the user an indication and a starting point, so that they are able to quickly start filling out the form. By doing that, you reduce the interaction cost — saving the user one unnecessary tap.

Make the active input field prominent and focused. The field focus itself should be crystal clear — users should be able to understand at a glance where the focus is. It could be an accented border color or a fade-in of the box.

Amazon puts strong visual focus on the input field.

Amazon puts strong visual focus on the input field. (Large preview)

Don’t Ask Users To Repeat Their Email Address

The reason why an extra field for the email address is so popular among product developers is apparent: Every company wants to minimize the risk of hard bounces (non-deliverables caused by invalid email addresses). Unfortunately, following this approach doesn’t guarantee that you’ll get a valid address. Users often copy and paste their address from one field to another.

Avoid asking users to retype their email address.

Avoid asking users to retype their email address. (Large preview)

Provide “Show Password” Option

Duplicating the password input field is another common mistake among product designers. Designers follow this approach because they believe it will prevent users from mistyping a password. In reality, a second field for a password not only increases interaction cost, but also doesn’t guarantee that users will proceed without mistakes. Because users don’t see what they’ve entered in the field, they can make the same mistake twice (in both fields) and will face a problem when they try to log in using a password. As Jakob Nielsen summarized:

Usability suffers when users type in passwords and the only feedback they get is a row of bullets. Typically, masking passwords doesn’t even increase security, but it does cost you business due to login failures.

Instead of duplicating the password field, provide an option that allows users to view the password they have chosen to create. Have an icon or checkbox that unmasks the password when clicked. A password preview can be an opportunity for users to check their data before sending.

Show password' option

Not being able to see what you’re typing is a huge issue. Providing a ‘Show password’ option next to the password field will help to solve this problem. (Large preview)

Don’t Slice Data Fields

Do not slice fields when asking for a full name, phone number or date of birth. Sliced fields force the user to make additional taps to move to the next field. For fields that require some formatting (such as phone numbers or a date of birth), it’s also better to have a single field paired with clear formatting rules as its placeholder.

“Full name” field

Avoid splitting input fields; don’t make people jump between fields. Instead of asking for a first name and last name in two separate fields, have a single ‘Full name’ field. (Large preview)

Avoid Dropdown Menus

Luke Wroblewski famously said that dropdowns should be the UI of last resort. Dropdowns are especially bad for mobile because collapsed elements make the process of data input harder on a small screen: Placing options in a dropdown requires two taps and hides the options.

If you’re using a dropdown for selection of options, consider replacing it with radio buttons. They will make all options glanceable and also reduce the interaction cost — users can tap on the item and select at once.

(Large preview)

Use Placeholders And Masked Input

Formatting uncertainty is one of the most significant problems of form design. This problem has a direct connection with form abandonment — when users are uncertain of the format in which they should provide data, they can quickly abandon the form. There are a few things you can do to make the format clear.

Placeholder Text

The text in an input field can tell users what content is expected. Placeholder text is not required for simple fields such as “Full name”, but it can be extremely valuable for fields that require data in a specific format. For example, if you design search functionality for tracking a parcel, it would be good to provide a sample tracking number as a placeholder for the tracking-number field.

(Large preview)

It’s vital that your form should have a clear visual distinction between the placeholder text and the actual value entered by the user. In other words, placeholder text shouldn’t look like a preset value. Without clear visual distinction, users might think that the fields with placeholders already have values.

Masked Input

Field masking is a technique that helps users format inputted text. Many designers confuse field masking with placeholder text — they are not the same thing. Unlike placeholders, which are basically static text, masks automatically format the data provided by the user. In the example below, the parentheses, spaces and dashes appear on the screen automatically as a phone number is entered.

Masked input also makes it easy for users to validate information. When a phone number is displayed in chunks, it makes it easier to find and correct a typo.

Masked input for a phone number. (Image: Josh Morony)

Provide Matching Keyboard

Mobile users appreciate apps and websites that provide an appropriate keyboard for the field. This feature prevents them from doing additional actions. For example, when users need to enter a credit card number, your app should only display the dialpad. It’s essential to implement keyboard matching consistently throughout the app (all forms in your app should have this feature).

Set HTML input types to show the correct keypad. Seven input types are relevant to form design:

input type=”text” displays the mobile device’s normal keyboard.
input type=”email” displays the normal keyboard and ‘@’ and ‘.com’.
input type=”tel” displays the numeric 0 to 9 keypad.
input type=”number” displays a keyboard with numbers and symbols.
input type=”date” displays the mobile device’s date selector.
input type=”datetime” displays the mobile device’s date and time selector.
input type=”month” displays the mobile device’s month and year selector.

When users tap into a field with credit card number, they should see a numerical dialpad — all numbers, no letters. (Large preview)

Use A Slider When Asking For A Specific Range

Many forms ask users to provide a range of values (for example, a price range, distance range, etc.). Instead of using two separate fields, “from” and “to”, for that purpose, use a slider to allow users to specify the range with a thumb interaction.

Sliders are good for touch interfaces because they allow users to specify a range without typing.

Sliders are good for touch interfaces because they allow users to specify a range without typing. (Large preview)

Clearly Explain Why You’re Asking For Sensitive Information

People are increasingly concerned about privacy and information security. When users see a request for information they consider as private, they might think, “Hm, why do they need this?” If your form asks users for sensitive information, make sure to explain why you need it. You can do that by adding support text below relevant fields. As a rule of thumb, the explanation text shouldn’t exceed 100 characters.

A request for a phone number in a booking form might confuse users. Explain why you are asking for it.

A request for a phone number in a booking form might confuse users. Explain why you are asking for it. (Large preview)

Be Careful With Static Defaults

Unlike smart defaults, which are calculated by the system based on the information the system has about users, static defaults are preset values in forms that are the same for all users. Avoid static defaults unless you believe a significant portion of your users (say, 95%) would select those values — particularly for required fields. Why? Because you’re likely to introduce errors — people scan forms quickly, and they won’t spend extra time parsing all of the questions; instead, they’ll simply skip the field, assuming it already has a value.

Protect User Data

Jef Raskin once said, “The system should treat all user input as sacred.” This is absolutely true for forms. It’s great when you start filling in a web form and then accidentally refresh the page but the data remains in the fields. Tools such as Garlic.js help you to persist a form’s values locally until the form is submitted. This way, users won’t lose any precious data if they accidentally close the tab or browser.

Automate Actions

If you want to make the process of data input as smooth as possible, it’s not enough to minimize the number of input fields — you should also pay attention to the user effort required for the data input. Typing has a high interaction cost — it’s error-prone and time-consuming, even with a physical keyboard. But when it comes to mobile screens, it becomes even more critical. More typing increases the user’s chance of making errors. Strive to prevent unnecessary typing, because it will improve user satisfaction and decrease error rates.

Here are a few things you can do to achieve this goal:

Autocomplete

Most users experience autocompletion when typing a question in Google’s search box. Google provides users with a list of suggestions related to what the user has typed in the field. The same mechanism can be applied to form design. For example, a form could autocomplete an email address.

This form suggests the email host and saves users from typing a complete address. (Image: GitHub)

Autocapitalize

Autocapitalizing makes the first letter a capital automatically. This feature is excellent for fields like names and street addresses, but avoid it for password fields.

Autocorrect

Autocorrection modifies words that appear to be misspelled. Turn this feature off for unique fields, such as names, addresses, etc.

Auto-filling of personal details

Typing an address is often the most cumbersome part of any online signup form. Make this task easier by using the browser function to fill the field based on previously entered values. According to Google’s research, auto-filling helps people fill out forms 30% faster.

Address prefill. Image: Google

Use The Mobile Device’s Native Features To Simplify Data Input

Modern mobile devices are sophisticated devices that have a ton of amazing capabilities. Designers can use a device’s native features (such as camera or geolocation) to streamline the task of inputting data.

Below are just a few tips on how to make use of sensors and device hardware.

Location Services

It’s possible to preselect the user’s country based on their geolocation data. But sometimes prefilling a full address can be problematic due to accuracy issues. Google’s Places API can help solve this problem. It uses both geolocation and address prefilling to provide accurate suggestions based on the user’s exact location.

Address lookup using Google Places API. (Image: Chromatic HQ) (Large preview)

Using location services, it’s also possible to provide smart defaults. For example, for a “Find a flight” form, it’s possible to prefill the “From” field with the nearest airport to the user based on the user’s geolocation.

Biometric Authorization

The biggest problem of using a text password today is that most people forget passwords. 82% of people can’t remember their passwords, and 5 to 10% of sessions require users to reset a password. Password recovery is a big deal in e-commerce. 75% of users wouldn’t complete a purchase if they had to attempt to recover their password while checking out.

The future of passwords is no passwords. Even today, mobile developers can take advantage of biometric technologies. Users shouldn’t need to type a password; they should be able to use biometric readers for authentication — signing in using a fingerprint or face scanning.

eBay took advantage of the biometrics functionality on smartphones. Users can use their thumbprint to login into their eBay account.

eBay took advantage of the biometrics functionality on smartphones. Users can use their thumbprint to login into their eBay account. (Large preview)

Camera

If your form asks users to provide credit card details or information from their driver’s license, it’s possible to simplify the process of data input by using the camera as a scanner. Provide an option to take a photo of the card and fill out all details automatically.

Let users scan their identity card, instead of having to fill out their credit card information manually. (Image: blinkid)

But remember that no matter how good your app fills out the fields, it’s essential to leave them available for editing. Users should be able to modify the fields whenever they want.

Voice

Voice-controlled devices, such as Apple HomePod, Google Home and Amazon Echo, are actively encroaching on the market. The number of people who prefer to use voice for common operations has grown significantly. According to ComScore, 50% of all searches will be voice searches by 2020.

How people in the US use smart speakers (according to comScore) (Large preview)

As users get more comfortable and confident using voice commands, they will become an expected feature of mobile interactions. Voice input provides a lot of advantages for mobile users — it’s especially valuable in situations when users can’t focus on a screen, for example, while driving a car.

When designing a form, you can provide voice input as an alternative method of data input.

Google Translate provides an option to enter the text for translation using voice. (Large preview)

Field Labels

Write Clear And Concise Labels

The label is the text that tells users what data is expected from them in a particular input field. Writing clear labels is one of the best ways to make a form more accessible. Labels should help the user understand what information is required at a glance.

Avoid using complete sentences to explain. A label is not help text. Write succinct and crisp labels (a word or two), so that users can quickly scan your form.

Place The Label And Input Close Together

Put each label close to the input field, because the eye will visually know they’re tied together.

A label and its field should be visually grouped, so that users can understand which label belongs to which field.

A label and its field should be visually grouped, so that users can understand which label belongs to which field. (Large preview)

Don’t Use Disappearing Placeholder Text As Labels

While inline labels look good and save valuable screen estate, these benefits are far outweighed by the significant usability drawbacks, the most critical of which is the loss of context. When users start entering text in a field, the placeholder text disappears and forces people to recall this information. While it might not be a problem for simple two-field forms, it could be a big deal for forms that have a lot of fields (say, 7 to 10). It would be tough for users to recall all field labels after inputting data. Not surprisingly, user testing continually shows that placeholders in form fields often hurt usability more than help.

Don’t use placeholder text that disappears when the user interacts with the field.

Don’t use placeholder text that disappears when the user interacts with the field. (Large preview)

There’s a simple solution to the problem of disappearing placeholders: the floating (or adaptive) label. After the user taps on the field with the label placeholder, the label doesn’t disappear, it moves up to the top of the field and makes room for the user to enter their data.

Floating labels assure the user that they’ve filled out the fields correctly. (Image: Matt D. Smith)

Top-Align Labels

Putting field labels above the fields in a form improves the way users scan the form. Using eye-tracking technology for this, Google showed that users need fewer fixations, less fixation time and fewer saccades before submitting a form.

Another important advantage of top-aligned labels is that they provide more space for labels. Long labels and localized versions will fit more easily in the layout. The latter is especially suitable for small mobile screens. You can have form fields extend the full width of the screen, making them large enough to display the user’s entire input.

(Large preview)

Sentence Case Vs. Title Case

There are two general ways to capitalize words:

Title case: Capitalize every word. “This Is Title Case.”
Sentence case: Capitalize the first word. “This is sentence case.”

Using sentence case for labels has one advantage over title case: It is slightly easier (and, thus, faster) to read. While the difference for short labels is negligible (there’s not much difference between “Full Name” and “Full name”), for longer labels, sentence case is better. Now You Know How Difficult It Is to Read Long Text in Title Case.

Avoid Using Caps For Labels

All-caps text  —  meaning text with all of the letters cap­i­tal­ized  —  is OK in contexts that don’t involve substantive reading (such as acronyms and logos), but avoid all caps otherwise. As mentioned by Miles Tinker in his work Legibility of Print, all-capital print dramatically slows the speed of scanning and reading compared to lowercase type.

All-capitalized letters

All-capitalized letters are hard to scan and read. (Large preview)

Layout

You know by now that users scan web pages, rather than read them. The same goes for filling out forms. That’s why designers should design a form that is easy to scan. Allowing for efficient, effective scanning is crucial to making the process of the filling out a form as quick as possible.

Use A Single-Column Layout

A study by CXL Institute found that single-column forms are faster to complete than multi-column forms. In that study, test participants were able to complete a single-column form an average of 15.4 seconds faster than a multi-column form.

Multiple columns disrupt a user’s vertical momentum; with multiple columns, the eyes start zigzagging. This dramatically increases the number of eye fixations and, as a result, the completion time. Moreover, multiple-column forms might raise unnecessary questions in the user, like “Where should I begin?” and “Are questions in the right column equal in importance to questions in the left one?”

In a one-column design, the eyes move in a natural direction, from top to bottom, one line at a time. This helps to set a clear path for the user. One column is excellent for mobile because the screens are longer vertically, and vertical scrolling is a natural motion for mobile users.

There are some exceptions to this rule. It’s possible to place short and logically related fields on the same row (such as for the city and area code).

If a form has horizontally adjacent fields, the user has to scan the form following a Z pattern. When the eyes start zigzagging, it slows the speed of comprehension and increases completion time. (Large preview)

(Large preview)

Create A Flow With Your Questions

The way you ask questions also matters. Questions should be asked logically from the user’s perspective, not according to the application or database’s logic, because it will help to create a sense of conversation with the user. For example, if you design a checkout form and asks for details such as full name, phone number and credit card, the first question should be for the full name. Changing the order (for example, starting with a phone number instead of a name) leads to discomfort. In real-world conversations, it would be unusual to ask for someone’s phone number before asking their name.

Defer In-Depth Questions To The End

When it comes to designing a flow for questions you want to ask, think about prioritization. Follow the rule “easy before difficult” and place in-depth or personal questions last. This eases users into the process; they will be more likely to answer complex and more intrusive questions once they’ve established a rapport. This has a scientific basis: Robert Cialdini’s principle of consistency stipulates that when someone takes a small action or step towards something, they feel more compelled to finish.

Group Related Fields Together

One of the principles of Gestalt psychology, the principle of proximity, states that related elements should be near each other. This principle can be applied to the order of questions in a form. The more related questions are, the closer they should be to each other.

Designers can group related fields into sections. If your form has more than six questions, group related questions into logical sections. Don’t forget to provide a good amount of white space between sections to distinguish them visually.

Generally, if your form has more than six questions, it’s better to group related questions into logical sections. Put things together that make sense together. (Large preview)

Make A Long Form Look Simpler

How do you design a form that asks users a lot of questions? Of course, you could put all of the questions on one screen. But this hinder your completion rate. If users don’t have enough motivation to complete a form, the form’s complexity could scare them away. The first impression plays a vital role. Generally, the longer or more complicated a form seems, the less likely users will be to start filling in the blanks.

Minimize the number of fields visible at one time. This creates the perception that the form is shorter than it really is.

There are two techniques to do this.

Progressive Disclosure

Progressive disclosure is all about giving users the right thing at the right time. The goal is to find the right stuff to put on the small screen at the right time:

Initially, show users only a few of the most important options.
Reveal parts of your form as the user interacts with it.

Using progressive disclosure to reduce cognitive load and keep the user focused on a task. (Image: Ramotion)

Chunking

Chunking entails breaking a long form into steps. It’s possible to increase the completion rate by splitting a form into a few steps. Chunking can also help users process, understand and remember information. When designing multi-step forms, always inform users of their progress with a completeness meter.

Progress tracker for e-commerce form. (Image: Murat Mutlu) (Large preview)

Designers can use either a progress tracker (as shown in the example above) or a “Step # out of #” indicator both to tell how many steps there are total and to show how far along the user is at the moment. The latter approach could be great for mobile forms because step indication doesn’t take up much space.

Action Buttons

A button is an interactive element that direct users to take an action.

Make Action Buttons Descriptive

A button’s label should explain what the button does; users should be able to understand what happens after a tap just by looking at the button. Avoid generic labels such as “Submit” and “Send”, using instead labels that describe the action.

Label should help users finish the sentence, ‘I want to…’ For example, if it’s a form to create an account, the call to action could be ‘Create an account’. (Large preview)

Don’t Use Clear Or Reset Buttons

Clear or reset buttons allow users to erase their data in a form. These buttons almost never help users and often hurt them. The risk of deleting all of the information a user has entered outweighs the small benefit of having to start again. If a user fills in a form and accidentally hits the wrong button, there’s a good chance they won’t start over.

Use Different Styles For Primary And Secondary Buttons

Avoid secondary actions if possible. But if your form has two calls to action (for example, an e-commerce form that has “Apply discount” and “Submit order”) buttons, ensure a clear visual distinction between the primary and secondary actions. Visually prioritize the primary action by adding more visual weight to the button. This will prevent users from tapping on the wrong button.

Ensure a clear visual distinction between primary and secondary buttons. (Large preview)

Design Finger-Friendly Touch Targets

Tiny touch targets create a horrible user experience because they make it challenging for users to interact with interactive objects. It’s vital to design finger-friendly touch targets: bigger input fields and buttons.

The image below shows that the width of the average adult finger is about 11 mm.

People often blame themselves for having “fat fingers”. But even baby fingers are wider than most touch targets. (Image: Microsoft) (Large preview)

According to material design guidelines, touch targets should be at least 48 × 48 DP. A touch target of this size results in a physical size of about 9 mm, regardless of screen size. It might be appropriate to use larger touch targets to accommodate a wider spectrum of users.

Not only is target size important, but sufficient space between touch targets matters, too. The main reason to maintain a safe distance between touch targets is to prevent users from touching the wrong button and invoking the wrong action. The distance between buttons becomes extremely important when binary choices such as “Agree” and “Disagree” are located right next to each other. Material design guidelines recommend separating touch targets with 8 DP of space or more, which will create balanced information density and usability.

(Large preview)

Disable Buttons After Tap

Forms actions commonly require some time to be processed. For example, data calculation might be required after a submission. It’s essential not only to provide feedback when an action is in progress, but also to disable the submit button to prevent users from accidentally tapping the button again. This is especially important for e-commerce websites and apps. By disabling the button, you not only prevent duplicate submissions, which can happen by accident, but you also provide a valuable acknowledgment to users (users will know that the system has received their submission).

This form disables the button after submission. (Image: Michaël Villar)

Assistance And Support

Provide Success State

Upon successful completion of a form, it’s critical to notify users about that. It’s possible to provide this information in the context of an existing form (for example, showing a green checkmark above the refreshed form) or to direct users to a new page that communicates that their submission has been successful.

Example of success state. (Image: João Oliveira Simões)

Errors And Validation

Users will make mistakes. It’s inevitable. It’s essential to design a user interface that supports users in those moments of failures.

While the topic of errors and validation deserves its own article, it’s still worth mentioning a few things that should be done to improve the user experience of mobile forms.

Use Input Constraints for Each Field

Prevention is better than a cure. If you’re a seasoned designer, you should be familiar with the most common cases that can lead to an error state (error-prone conditions). For example, it’s usually hard to correctly fill out a form on the first attempt, or to properly sync data when the mobile device has a poor network connection. Take these cases into account to minimize the possibility of errors. In other words, it’s better to prevent users from making errors in the first place by utilizing constraints and offering suggestions.

For instance, if you design a form that allows people to search for a hotel reservation, you should prevent users from selecting check-in dates that are in the past. As shown in the Booking.com example below, you can simply use a date selector that allows users only to choose today’s date or a date in the future. Such a selector would force users to pick a date range that fits.

You can significantly decrease the number of mistakes or incorrectly inputted data by putting constraints on what can be inputted in the field. The date picker in Booking.com’s app displays a full monthly calendar but makes past dates unavailable for selection. (Large preview)

Don’t Make Data Validation Rules Too Strict

While there might be cases where it’s essential to use strict validation rules, in most cases, strict validation is a sign of lazy programming. Showing errors on the screen when the user provides data in a slightly different format than expected creates unnecessary friction. And this would have a negative impact on conversions.

It’s very common for a few variations of an answer to a question to be possible; for example, when a form asks users to provide information about their state, and a user responds by typing their state’s abbreviation instead of the full name (for example, CA instead of California). The form should accept both formats, and it’s the developer job to convert the data into a consistent format.

Clear Error Message

When you write error messages, focus on minimizing the frustration users feel when they face a problem in interacting with a form. Here are a few rules on writing effective error messages:

Never blame the user.
The way you deliver an error message can have a tremendous impact on how users perceive it. An error message like, “You’ve entered a wrong number” puts all of the blame on the user; as a result, the user might get frustrated and abandon the app. Write copy that sounds neutral or positive. A neutral message sounds like, “That number is incorrect.”
Avoid vague or general error messages.
Messages like “Something went wrong. Please, try again later” don’t say much to users. Users will wonder what exactly went wrong. Always try to explain the root cause of a problem. Make sure users know how to fix errors.
Make error messages human-readable.
Error messages like “User input error: 0x100999” are cryptic and scary. Write like a human, not like a robot. Use human language, and explain what exactly the user or system did wrong, and what exactly the user should do to fix the problem.

Display Errors Inline

When it comes to displaying error messages, designers opt for one of two locations: at the top of the form or inline. The first option can make for a bad experience. Javier Bargas-Avila and Glenn Oberholzer conducted research on online form validation and discovered that displaying all error messages at the top of the form puts a high cognitive load on user memory. Users need to spend extra time matching error messages with the fields that require attention.

Avoid displaying errors at the top of the form. (Image: John Lewis) (Large preview)

It’s much better to position error messages inline. First, this placement corresponds with the user’s natural top-to-bottom reading flow. Secondly, the errors will appear in the context of the user’s input.

eBay uses inline validation.

eBay uses inline validation. (Large preview)

Use Dynamic Validation

The time at which you choose to display an error message is vital. Seeing an error message only after pressing the submit button might frustrate users. Don’t wait until users finish the form; provide feedback as data is being entered.

Use inline validation with real-time feedback. This validation instantly tells people whether the information they’ve typed is compatible with the form’s requirements. In 2009, Luke Wroblewski tested inline validation against post-submission validation and found the following results for the inline version:

22% increase in success rate,
22% decrease in errors made,
31% increase in satisfaction rating,
42% decrease in completion times,
47% decrease in the number of eye fixations.

But inline validation should be implemented carefully:

Avoid showing inline validation on focus.
In this case, as soon as the user taps a field, they see an error message. The error appears even when the field is completely empty. When an error message is shown on focus, it might look like the form is yelling at the user before they’ve even started filling it out.
Don’t validate after each character typed.
This approach not only increases the number of unnecessary validation attempts, but it also frustrates users (because users will likely see error messages before they have completed the field). Ideally, inline validation messages should appear around 500 to 1000 milliseconds after the user has stopped typing or after they’ve moved to the next field. This rule has a few exceptions: It’s helpful to validate inline as the user is typing when creating a password (to check whether the password meets complexity requirements), when creating a user name (to check whether a name is available) and when typing a message with a character limit.

Reward early, punish late is a solid validation  approach. (Image: Mihael Konjević)

Accessibility

Users of all abilities should be able to access and enjoy digital products. Designers should strive to incorporate accessibility needs as much as they can when building a product. Here are a few things you can do to make your forms more accessible.

Ensure The Form Has Proper Contrast

Your users will likely interact with your form outdoors. Ensure that it is easy to use both in sun glare and in low-light environments. Check the contrast ratio of fields and labels in your form. The W3C recommends the following contrast ratios for body text:

Small text should have a contrast ratio of at least 4.5:1 against its background.
Large text (at 14-point bold, 18-point regular and up) should have a contrast ratio of at least 3:1 against its background.

Measuring color contrast can seem overwhelming. Fortunately, some tools make the process simple. One of them is Web AIM Color Contrast Checker, which helps designers to measure contrast levels.

Do Not Rely On Color Alone To Communicate Status

Color blindness (or color vision deficiency) affects approximately 1 in 12 men (8%) and 1 in 200 women in the world. While there are many types of color blindness, the most common two are protanomaly, or reduced sensitivity to red light, and deuteranomaly, or reduced sensitivity to green light. When displaying validation errors or success messages, don’t rely on color alone to communicate the status (i.e. by making input fields green or red). As the W3C guidelines state, color shouldn’t be used as the only visual means of conveying information, indicating an action, prompting a response or distinguishing a visual element. Designers should use color to highlight or complement what is already visible. Support colorblind people by providing additional visual cues that help them understand the user interface.

Use icons and supportive text to show which fields are invalid. This will help colorblind people fix the problems.

Use icons and supportive text to show which fields are invalid. This will help colorblind people fix the problems. (Large preview)

Allow Users To Control Font Size

Allow users to increase font size to improve readability. Mobile devices and browsers include features to enable users to adjust the font size system-wide. Also, make sure that your form has allotted enough space for large font sizes.

WhatsApp provides an option to change the font size in the app’s settings

WhatsApp provides an option to change the font size in the app’s settings. (Large preview)

Test Your Design Decisions

All points mentioned above can be considered as industry best practices. But just because something is called a “best practice” doesn’t mean it is always the optimal solution for your form. Apps and websites largely depend on the context in which they are used. Thus, it’s always essential to test your design decisions; make sure that the process of filling out a form is smooth, that the flow is not disrupted and that users can solve any problems they face along the way. Conduct usability testing sessions on a regular basis, collect all valuable data about user interactions, and learn from it.

Conclusion

Users can be hesitant to fill out forms. So, our goal as designers is to make the process of filling out a form as easy as possible. When designing a form, strive to create fast and frictionless interactions. Sometimes a minor change — such as properly writing an error message — can significantly increase the form’s usability.

his article is part of the UX design series sponsored by Adobe. Adobe XD tool is made for a fast and fluid UX design process, as it lets you go from idea to prototype faster. Design, prototype and share — all in one app. You can check out more inspiring projects created with Adobe XD on Behance, and also sign up for the Adobe experience design newsletter to stay updated and informed on the latest trends and insights for UX/UI design.

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(al, yk, il)

Methods for Getting Straight Answers from Vague Clients

Original Source: http://feedproxy.google.com/~r/1stwebdesigner/~3/5zjAEKszuos/

It can be frustrating to work with a web design client who doesn’t provide direction or makes vague requests. This lack of communication can result in tons of revisions and difficulty.

Often, this is because they simply don’t know the design process. The client usually does know what they want, they just aren’t sure how to ask for it. So, before you do 50 revisions (and tear your hair out), try asking the right questions and drawing out their vision for the project.

The Basics

Before you even begin working, you should already have down the most essential ideas. Consider using a survey or questionnaire to establish these basics if you’re having trouble.

Do you have any branding or style guidelines? What do you definitely want to include and avoid? Do you have a color palette in mind? What’s the overall style? Who’s your target audience? What functions does this site need to include (shopping cart, contact forms, navigation bar, SSL certificate and other security features)?

If you can’t extract this from your clients, your project will stall.

A woman and man having a discussion.

What’s the purpose of this webpage/website? What are your goals? What kind of people do you want to visit this website?

Every website and webpage is designed around a central goal. Is it to read the blog? Share something? Click a link, buy a product? This is what your client wants emphasized. Ask them what they want people who visit this website to do.

Also important is the target visitor. It’s difficult to design a website when you don’t know your audience. Ask them to describe a “user persona” that represents the ideal visitor or customer.

Why do you want a new website? What is your old website not doing right?

When it’s time to do a redesign, this is the most important question. Maybe your client wants to stay trendy, update the color scheme, or implement stylish navigation. Whatever the case, you know what the goal is in this redesign.

A blurred sign that says "FOCUS".

Can you give me some examples?

Nothing teaches better than an example. Many clients will describe things ambiguously. For instance, asking for “sparkles” and not elaborating. Where? A few or a bunch? Should they be subtle or eye-grabbing?

If you get an indecisive reply, ask them to find examples of what they want. Or find them yourself and ask them to pick a favorite.

Which of these options do you like more?

It’s more work, but presenting a client with 2-3 options with small differences can be a great help. You can get an idea of what they want without them having to tell you directly. This also means less revisions and more chance for them to point out features they like or dislike.

Two doors of different colors.

What do you love most about this design? What do you dislike about it?

This is a great question because it takes a champion to give you an unhelpful answer. Clients are forced to point out something they enjoy or aren’t partial to. Even if the answer is short, it’s still extremely valuable feedback.

Why?

At the risk of sounding like a curious toddler, sometimes “why” is the best question you can ask. It needs to be phrased carefully in order to not come off as curt or accusatory, but the answer is exactly what you’re after.

Why do you want that section there? Why do you feel it isn’t colorful enough, what do you have in mind? Why that typography? Why do you dislike the other font?

Obviously, you shouldn’t question every decision your client makes, but it can help you understand their mindset and goals.

A question mark drawn on a chalkboard.

Making a Vague Client Open Up

A general tip: avoid vague questions, especially ones that can generate one-word answers. Instead, opt for open-ended questions that force clients to explain themselves, or specific questions about certain elements. Sometimes, you just have to keep asking questions until you get a satisfactory answer.

If you’re a web design client struggling with this, ask yourself these questions! Try to be specific about what you like and dislike. Look at other websites; point out what you like and why. If you give concrete feedback, the work will get done quicker, there will be less revisions, and everyone will be happier!


4 Things You Should Pay Attention to in Order to Improve Your Work as a Web Designer

Original Source: http://feedproxy.google.com/~r/Designrfix/~3/989r2jaUpI8/improve-your-work-as-web-designer

The profession of a web designer is gaining immense popularity not only due to the vast number of skills application spheres, but also the possibility of remote work from anywhere on the globe. The enormous competition requires constant improvement of one’s skills. Let’s find out what are the main steps to move in this direction. […]

The post 4 Things You Should Pay Attention to in Order to Improve Your Work as a Web Designer appeared first on designrfix.com.

How to Set up Parental Control in Windows 10

Original Source: https://www.hongkiat.com/blog/setup-parental-control-windows-10/

A guide on how to use Microsoft Family on Windows 10 to monitor and control your child’s computer activities.

The post How to Set up Parental Control in Windows 10 appeared first on Hongkiat.

Visit hongkiat.com for full content.

96% Off: Get the Essential Salesforce Certification Training Bundle for Only $39

Original Source: http://feedproxy.google.com/~r/Designrfix/~3/1qY7xFEqhdc/essential-salesforce-certification-training-bundle

Salesforce is a phenomenon in the world of marketing. In fact, the demand for Salesforce keeps growing as cloud computing becomes ever more important. Now is a great time learn Salesforce and start a lucrative career. The Essential Salesforce Certification Training Bundle is beginner-friendly and will teach you everything from the ground up. Salesforce is […]

The post 96% Off: Get the Essential Salesforce Certification Training Bundle for Only $39 appeared first on designrfix.com.

Artboard Studio: The last Mockup Creator tool you will ever need.

Original Source: http://feedproxy.google.com/~r/abduzeedo/~3/MdrxwdbQdCg/artboard-studio-last-mockup-creator-tool-you-will-ever-need

Artboard Studio: The last Mockup Creator tool you will ever need.

Artboard Studio: The last Mockup Creator tool you will ever need.

AoiroStudio
Aug 27, 2018

Let us introduce Artboard Studio, what is it? Let’s say it will be the first and last mockup creator tool you will ever need. It’s a browser-based application that let you create your own mockups, remember those huge Photoshop file? No more! I have been using it in Beta for a couple weeks now and I am loving it! First of all, it’s integrated with most of our design tools like Sketch, InVision Studio, Framer, Photoshop and more. In the screenshot below, as you can see the UI interface is quite similar to Sketch. You can also add items from a preset gallery going from print, electronics packaging, apparel and you name it. It’s a very versatile tool and their quick export feature is pretty neat as well. I can work on another feature where I got more in-depth or maybe a tutorial?

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First Sample Images of DJI Mavic 2 Pro

Original Source: http://feedproxy.google.com/~r/abduzeedo/~3/0yZYV3iqG_8/first-sample-images-dji-mavic-2-pro

First Sample Images of DJI Mavic 2 Pro

First Sample Images of DJI Mavic 2 Pro

AoiroStudio
Aug 24, 2018

This has been the announcement of the day in the world of tech and drones! DJI announced the newest of their pretty substantial lineup of drones with the upcoming Mavic 2 Pro and the Mavic 2 Zoom. Let’s give a closer look at the Mavic 2 Pro because it’s coming with a 1″ CMOS Sensor from Hasselblad. What does it mean? It means that you are flying a drone with a camera that is equivalent of the <a href="https://www.amazon.ca/RX100-Advanced-Camera-20-1MP-Sensor/dp/B00KW3BJ1Y/ref=sr_1_fkmr0_1?ie=UTF8&qid=1535055527&sr=8-1-fkmr0&keywords=RX100+Advanced+Camera+with+1.0%22+type+Sensor+DSC-RX100″ rel=”nofollow”>Sony RX100. It’s pretty innovative (and insane!), just imagine the dynamic range on the picture quality. With today’s announcement, Hasselblad released a set of picture sample, let’s check it out. *Scoop, it’s quite stunning, just click on this hi-res image.

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6 ways for designers to stay healthy

Original Source: http://feedproxy.google.com/~r/CreativeBloq/~3/VFTP0QiC5es/designers-guide-staying-healthy-81516248

Step away from the stylus and get back from that Mac: even if you have all the tools for graphic designers, being a designer can be hazardous to your health. The job you love could be doing serious damage to your body and to your brain.

Some of you already know this. We used social media to find out how readers felt their jobs had affected their health. Here's what we found…

Health issues for designers

The results showed that 15 per cent reported back problems, 15 per cent headaches and migraines, 13 per cent eye problems and 11 per cent repetitive strain injuries such as carpal tunnel syndrome; six per cent reported obesity and five per cent circulation problems.

There were other serious issues too, with 17 per cent of you reporting psychosocial issues such as stress and depression, 12 per cent sleep problems and seven per cent relationship problems.

So what's going on – and more importantly, what can we do about it? 

A passion problem

Dr Gail Kinman is professor of occupational health psychology and director of the Research Centre for Applied Psychology at the University of Bedfordshire; she's studied the effect work has on our physical and mental health. As she explains, creative people are at risk of certain conditions because we like what we do. "It's all about job involvement," she says. "People who do this type of work breathe it."

As Dr Kinman points out, the flow that creatives experience – "when you are completely and utterly absorbed in what you're doing, when the demands of what you're doing are slightly beyond your capabilities" – is good for your wellbeing, but it can be bad for your health.

"You're not aware of time passing, you're not aware you're hungry, you're not aware that you're sitting awkwardly." If you're sitting with poor posture and poor ergonomics for long periods of time, back pain and repetitive strain injuries are likely to say hello sooner rather than later.

The good news is that you can change this. Here's how…

01. Pay attention

You can ward off many injuries with a bit of attention – a good, supportive chair and an ergonomically arranged desk, good lighting, a comfortable mouse and a posture that keeps you upright with your arms and legs at right angles. But one of the major threats to designers is lack of exercise.

If you're solo or part of a relatively small team, then the combination of tight deadlines and long hours can make it difficult to find the time or the motivation to eat well and exercise regularly – and that can be fatal, especially if when you go home you relax in front of another screen instead of doing something for your fitness.

The long-term consequences of poor diet and lack of exercise include obesity, type II diabetes, circulation problems, back and neck problems, heart disease, and increased risk of some cancers.

02. Exercise while your work

woman doing a handstand

Illustration: Becca Allen for Computer Arts magazine

Some creatives have decided that the best way to address that is to exercise while they work, or at least to abandon the chair and work standing up.

Proponents of standing desks and treadmill desks – which are exactly what they sound like; desks attached to the kind of treadmill you'd find in a gym – say they help burn calories and help you live longer. But critics point out that standing all day can cause arterial disease and varicose veins, and if your posture isn't perfect, they can contribute to back problems and repetitive strain injuries. 

03. Take a walk

You're better off taking regular walks – especially if they involve meeting up with people. "I'd say do something physically different from being at work, especially if your place of work is also your place of leisure," recommends Dr Kinman.

While the 'genius is close to madness' cliché has now been comprehensively debunked, the nature of creative work isn't always good for your mental health. Tight deadlines, tough requirements, job insecurity and the stress and strains of getting paid can make life miserable. It's particularly pronounced if you work from home or remotely, where you don't have the interactions you'd have with colleagues in the office.

"There is a very prominent model of job stress that is based on high demand, low control and social isolation," Dr Kinman says. Together, those factors have been linked with serious illnesses including coronary heart disease and depression, but you don't need to change all three to make your work less stressful.

It's the combination of all three that hurts, so for example you might be juggling major deadlines, working all the hours God sends, and missing your friends or loved ones.

04. Social support is vital

a man and a woman exercising while using tablets and laptops

Illustration: Becca Allen for Computer Arts magazine

"Social support is one of the most important factors," Dr Kinman says. "What we need to do is to replenish ourselves, and social support is a very important part of that." The support might be listening to you vent, or taking your mind off things, or practical support. All of it helps.

Can you get the same support from social media? Dr Kinman isn't convinced. "Social support for creative people can be strange," she laughs.

"You want people when you need them, but you want them back in their box when they start interfering with your work. Social media is very good for that, because you can do that management. But of course that means you won't have the deep social interaction that you need."

05. Know yourself

As Kinman points out, there's a difference between serious stress and depression and having a few bad days or feeling overwhelmed by a client from hell. "It's about knowing your body and your mind, and listening to the signals," she says. "Depression and pre-depression can have a kind of flattening effect. There are feelings of low self-esteem, a lack of enjoyment of everyday activity, a lack of concentration. It's like a narrowing of your field of vision. Sometimes the people closest to you are better than spotting it than you are yourself."

06. Listen to Ice Cube

Being a designer is hardly one of the world's most dangerous jobs, but it's a good idea to look at what you do, when you do it and how long you do it for to make sure that your working life isn't going to hurt your heart or your head.

In the words of renowned workplace health and safety expert Ice Cube, you'd better check yourself before you wreck yourself.

This article originally appeared in Computer Arts. Subscribe here.

Read more:

Amazing art with Mental Health Awareness WeekHow to balance life and work12 of the best places to live as a designer

How to Manage Windows 10 Updates Like a Pro

Original Source: https://www.hongkiat.com/blog/how-to-manage-windows-10-updates/

Detailed guide on how to manage Windows 10 updates and optimize them according to your needs.

The post How to Manage Windows 10 Updates Like a Pro appeared first on Hongkiat.

Visit hongkiat.com for full content.

Making Distributed Product Teams Work More Efficiently With monday.com

Original Source: https://www.smashingmagazine.com/2018/08/efficient-distributed-product-teams/

Making Distributed Product Teams Work More Efficiently With monday.com

Making Distributed Product Teams Work More Efficiently With monday.com

Nick Babich

2018-08-23T14:00:26+02:00
2018-08-23T12:23:54+00:00

(This is a sponsored article.) The way that product teams work is changing: The software industry is quickly moving to remote work. In the US alone, 43% of employed Americans have spent at least some time working remotely, and that number has steadily increased in recent years. Many successful digital products on the market today were designed and developed by a distributed team. Such teams don’t have an office in the traditional sense. Everyone chooses to work from where they like, both geographically and functionally (in a coworking space, coffee shop, home office, etc.).

While a distributed product team might sound tempting to you, creating an effective design process on such a team requires a lot of effort. Collaboration and communication are two of the most significant challenges distributed teams face. Managing a distributed team requires an understanding of how the individuals on your team operate, as well as requires a digital toolset that makes the team’s operations as efficient as possible. That’s why investing in the right remote tools and technology is so critical for product managers.

If you’re a team manager who is looking to establish a robust design process for a distributed team, then this article for you. You’ll find seven of the most common challenges distributed product teams should overcome and learn how a team-management tool called monday.com (formerly dapulse) can help them with that.

1. Build A Shared Understanding Of A Project’s Goals

When it comes to organizing a work process on a remote team, one of the key goals is to keep the whole team on the same page. Management needs to set goals and make sure everyone on the team understands and accepts them. Building understanding is especially important on remote teams because interaction tend to be more sporadic. Ensure that everyone on the team knows the following:

What are the project’s overall goals? When a team clearly understand’s the product strategy (what they want to build and why), that understanding motivates engagement.

What is expected of them, and how do they fit in the bigger picture? People want to know their role in the process. Even though every team member will be deep in the details when working on a project, understanding the big picture will help them to focus on what’s really important.

What are other people involved in the project doing? Each team member should have visibility on what the other team members are working on.

The more everyone knows, the better they can work as a team.

Visualize The Product Development Process

Helping everyone on the team know what is expected of them and when is possible using monday.com’s feature named the “timeline.” The timeline makes tasks more visual — team members will be able to see when each task is scheduled for, how long it will take and how it fits in the entire project. The tool enables you to see not only what tasks your team members are working on, but also how those tasks are distributed over time. It is great for when some activities depend on others (for example, developers are waiting on mockups from designers).

The timeline enables team members to see a high-level roadmap.

The timeline enables team members to see a high-level roadmap. (Large preview)

2. Manage The Team’s Workload

As anyone who has ever worked on a remote team will tell you, remote working is quite different from working face to face. Many project managers find it hard to manage the team’s workload.

Most product teams use project-tracking software to plan and estimate their work. Usually, a team will prepare all of the work in a task list, in which each task has a text description and a time estimate. The biggest downside of this approach is that it’s not very representative. For example, Kanban boards, used by many product teams today, are not very representative — it’s almost impossible from a glance at the board to understand the order in which tasks should be completed, especially when they have dependencies.

Using a Kanban board might make it hard to see how tasks should be distributed in time.

Using a Kanban board might make it hard to see how tasks should be distributed in time. (Image source) (Large preview)

Track Everything Your Team Is Working On

Interaction cost (i.e. the cognitive or physical effort required to complete an action) plays a vital role in the user experience of a product. The more effort required to complete an operation, the less usable the interface becomes for the end user. If the project manager has to switch to different products to see the team’s progress, that will create unnecessary friction and hinder the team from working efficiently.

monday.com assembles and displays progress data in a logical and understandable way. The tool has a feature called a board. The board is where all team members can track everything the team is working on. The main advantage of the board is that it enables product managers to monitor the team’s progress in real time and instantly see who is working on what and see where things stand.

monday.com gives you a clear sense of what needs to get done and who is responsible for what. The board provides in-depth insight into a project and its tasks.

monday.com gives you a clear sense of what needs to get done and who is responsible for what. The board provides in-depth insight into a project and its tasks. (Large preview)

Communicate Current Status

Each team needs a mechanism that makes it easy to understand what’s going on at a glance.

One way to solve this problem is to use color coding for different elements. Color coding speeds up visual search because it allows users to quickly filter a particular object (or objects) by knowing the color associated with it. monday.com uses color coding to indicate the current status of a task. For example, it’s easy to see where things have gotten stuck just by looking at the board and finding all tasks colored in red.

Status updates can be color coded.

Status updates can be color coded. (Large preview)

Create, Modify And Assign Tasks In A Few Clicks

Adding tasks in a project-management tool doesn’t sound very exciting. Generally, the more time it takes, the less happy the product manager will be.

monday.com simplifies the process of data input. Managers can quickly add rows to the board — monday.com calls them pulses. Pulses can be tasks, projects, missions, to-do items, etc. Creating a pulse requires just a few clicks.

Monday.com simplifies the process of data input. Managers can quickly add rows to the board — Monday.com calls them pulses. Pulses can be tasks, projects, missions, to-do items, etc. Creating a pulse requires just a few clicks.

(Large preview)

After you create a pulse, simply assign it to a team member.

Assign teammates to particular tasks or projects.

Assign teammates to particular tasks or projects. (Large preview)

Tailor The Platform To Your Needs

There’s no such thing as a universal design process. Every project is different and requires its own design process. A product-management tool should be very adaptive to change; the product team should be able to customize the process according to their needs, without having to put much effort into customization.

monday.com is extremely customizable and lets the user configure almost any option. You can customize monday.com to manage any workflow or process, to address any challenge and to manage basically anything.

When it comes to creating a board, you don’t need to start from scratch. A multitude of templates allow you to start quickly. For example, the “Team Tasks” template would be very useful for product teams.

Finding the right template for your activity is really simple because all templates are visualized.

Finding the right template for your activity is really simple because all templates are visualized. (Large preview)

After selecting a template for your needs, you can customize it by manipulating different sections. Product teams often need to combine task into groups, whereby each group represents a milestone (for example, “Release 1”, “Release 2”, etc.). Doing this in monday.com is relatively simple. As a board owner, you can have as many groups as you want.

Easy to organize tasks. You can have as many groups as you want.

Easy to organize tasks. You can have as many groups as you want. (Large preview)

But it doesn’t stop there. You can use the checklist feature to break down tasks even further. For example, each task can be broken down into smaller to-do steps. This feature is handy when a few activities need to get done before the task can be completed — for example, if a product specification needs to be approved by a few designers before it can be handed over to the development team. The checklist sits within a pulse, in the “Updates” section, and can help create a structure for each pulse.

The checklist sits within a pulse, in the “Updates” section. This feature can help create a structure for each pulse.The checklist sits within a pulse, in the “Updates” section. This feature can help create a structure for each pulse. (Large preview)

Plan The Team’s Workload Visually

Designers, developers and managers often work with compressed timeframes and simultaneous projects. A team must be able to respond quickly to feedback on their product from stakeholders and users. Following the build-measure-learn cycle, a product team should be really flexible; it should be ready to implement feedback from testing sessions and adjust the design process according to the new information. The same level of flexibility should be in all products the team uses.

Using monday.com’s timeline, it’s possible to make corrections and improve the team’s efficiency. The visual editor makes the process of managing tasks easy. The product manager can see where each project is at each point, and can see and focus on areas of struggle, quickly and effectively.

The timeline makes it possible to see each team member’s capacity over a set period of time (say, the next few weeks), seeing where they have room to take on more work and where they need to delegate tasks to others.

Change the time range in the timeline. The time range is updated in real time.Change the time range in the timeline. The time range is updated in real time. (Large preview)

3. Create Effective Internal Communications

Communication plays a critical role in the design process. When it comes to product design, it’s essential for all team members to be on the same page. Unlike colocated teams, a distributed team won’t have an opportunity to arrange regular face-to-face meetings. When you take out face-to-face interaction, you can’t expect things to just work the same way. Poorly established communication patterns can lead to some team members feeling like they’re working in a vacuum.

Tools matter more in remote work because they are the foundation for communication. The goal is to make sure everyone on the team feels connected.

Centralize All Communication

In today’s world, we communicate with a variety of tools: from traditional email to online messengers such as Skype, WhatsApp, Slack and Facebook Messenger. Having to switch from a task-management tool to another tool for communication can be stressful. Worse, some information can get lost during the transition (for example, an email inbox can fill up to the point that a team member can overlook a critical email).

Product teams can use monday.com as a single communication platform for their workplace. And it would be a much better solution because it allows for communication in the context of each task. With monday.com, you no longer need to use email for internal communication. When a team member clicks on a pulse on any board, a box opens to the right of the screen, showing the “updates”. Simply mention a person’s username (“@johndoe”), and send your message. The great thing is that the chat thread stays with that task, so finding a conversation after a while is relatively easy.

Cut Down On Meetings And Optimize Required Meetings

Meetings are an essential part of the communication process. When it comes to reviewing plans and brainstorming on design decisions, there’s no substitute for a meeting. But for a distributed team, the number of potential hours available for real-time meetings can be limited, so it’s essential to make the best use of that time. A distributed team should continually try to reduce their number of meetings and maximize the effectiveness of the time that team members have together.

Take a weekly kickoff meeting as an example. This meeting happens on a Monday, and team members come together to discuss plans for the week. For many teams, such meetings are rarely productive. Quite often, the information shared in a weekly kickoff meeting becomes outdated shortly after the meeting, and team members need to reprioritize tasks.

monday.com saves the team vast amounts of time in meetings. Instead of discussing the plan for the week, the product manager can break down complex tasks into weekly achievable goals. This will help team members plan the week based on what they need to get done.

Create a weekly task board.

Create a weekly task board. (Large preview)

Share Valuable Resources With The Entire Team, Not Individual Members

Imagine you’ve found a really valuable resource and want to share it with your peers. You tweet about it and send a link to a group chat. You get feedback like, “Awesome resource! Thanks!” from some people in the chat. Shortly after, most of your peers forget about the resource, especially if they can’t use it in the work they’re doing right now. Sad, right? We can do better.

Instead of sending a link to a group chat, share all resources you find on a separate board. monday.com has a template named “Design Inspiration & Resources”. The great thing about this approach is that it’ll be much easier for team members to find a particular resource when they actually need it.

Instead of sending a link to a group chat, share all resources you find on a separate board.

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Organize Better Planning And Brainstorming Sessions

Task prioritization is a typical activity in agile project management. Team members get together, discuss tasks and vote on what to implement in the next sprint.

monday.com incorporates voting. Team members can use the voting column when they want to decide on something together as a team. Simply add a voting column to a board, and team members will be able to cast their vote in one click.

Vote for ideas during brainstorming and planning sessions.

Vote for ideas during brainstorming and planning sessions. (Large preview)

Notify Team Members In Real Time

Fear of missing out (FOMO) is a common problem on distributed teams. When working remotely, team members might be afraid to miss an important piece of information. As a result, they spend a lot of time in communication tools, checking mail and messengers. This can get really distracting. Team members should spend less time in communication tools and more time in tools they use to design (tools for prototyping and development). It’s all too easy to waste the day reading messages and replying.

A communication tool should serve vital information just when team members need it; it should have an effective mechanism of notification. monday.com notifies users via desktop and mobile in real time. The platform has an app for iOS and Android. The app allows team members to stay connected on their phone or tablet and to respond quickly from anywhere. It’s also possible to customize notification rules. For example, you can manage which activity triggers an email.

Mention people or entire teams.

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Create A Work Schedule For Your Team

If your team is distributed across the globe and you need to arrange a meeting, you have to be sure that it won’t happen at awkward hours (such as in the middle of the night). It would be great to see the team members’ working hours.

The work schedule board is a cornerstone of your business operations. Team members in each time zone can commit to the times that work for them. This helps product managers schedule meetings at times that work for everybody.

The work schedule board shows when team members will be online and available for chat.

The work schedule board shows when team members will be online and available for chat. (Large preview)

4. Involve Users In The Design Process

Most commercially successful products were created with a strong focus on the target audience. Designers know that if they want to release a successful product, they need to introduce real users to the design process. User involvement is most efficient and influential in the early stages of product development, because the cost of making changes increases as the system develops. Generally, the earlier you create a strong feedback loop, the better the final product will be.

Share Designs With Users And Gather A Valuable Feedback

The feedback that a product team gets from users is extremely valuable. It can validate that the design team is moving in the right direction.

On monday.com, users can create a board and choose whom to share it with. For example, if you are working with a client, you can set up a board for their project and invite them to work as a guest. The board could include key features you want to work on. As soon as you share the board, the client will get a notification and then can open the board, review the plan and request modifications.

5. Find All Required Information Easily

Documentation is another challenge. Distributed teams don’t have a physically shared space where they can share product documentation. Information might be stored in many different places: email, cloud drives, local computers, etc. It could lead to team members missing an important piece of information and being unaware of it. This leads to fragmented knowledge.

Centralize All Documents

Having all documents in one place is critical to success. monday.com syncs all information in a single accessible hub. All team members can store all relevant discussions in a searchable database. The platform provides an option to upload different types of files simply by dragging and dropping. The next time a designer needs to share a product’s specifications, all they need to do is upload a file to the platform.

Upload all assets by dragging and dropping.

Upload all assets by dragging and dropping. (Large preview)

Search Anything And Everything

Anyone who has ever worked with a knowledge base will tell you how critical search functionality is. Without proper search, your chance of finding information decreases significantly.

monday.com allows you to quickly find anything your team has ever worked on, including images, updates, projects and assignments. Your work becomes a rich knowledge base.

monday.com allows you to quickly find anything your team has ever worked on, including images, updates, projects and assignments. Your work becomes a rich knowledge base.

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For example, when you need to find the latest version of a product’s specification, all you need to do is click the search box, select the “Files” tab and enter the project’s name as a search query.

When you need to find the latest version of a product’s specification, all you need to do is click the search box, select the ‘Files’ tab and enter the project’s name as a search query.

(Large preview)

6. Make The Collaboration Tool A Natural Part Of The Team

The platform you choose for team management should feel like second nature. Technology should work for you and your team, not the other way around.

Minimize The Time Required To Learn A Tool

When you introduce a new tool in the design process, one goal should be to have total agreement to work using this tool. This agreement is not always easy to come by because team members are usually skeptical about the next “magical tool that will solve all of their problems”. What’s worse is that they have to spend extra time learning how to use it. Nobody wants to learn new software.

One of the most significant advantages of monday.com is its intuitiveness. Regardless of whether you’ve used a similar app before, monday.com can be picked up with no training. Team members will be able to understand how to use the tool without preparation.

monday.com provides basic onboarding to help users get started.

monday.com provides basic onboarding to help users get started. (Large preview)

Scalable

When companies select a collaboration tool, they often think of it as an investment. They want a tool that will scale with the business.

monday.com is suitable for any sized team, from two freelancers working together to thousands collaborating across the globe. The tool scales with you, from simplicity to complexity, with total ease. Also, as your business expands, monday.com makes it painless to shift to a premium version (Standard, Pro or Enterprise) and get more of the platform’s premium features.

Integrate The Platform With Existing Tools

A task-management tool is essential for any team hoping for good results. But the team’s toolbox also needs to support the design process (for prototyping and development) and the collection of design artifacts (for example, on Google Drive or Dropbox). It’s essential that the team-management tool integrates seamlessly with other tools the team uses.

When it comes to integration, monday.com does a lot to be part of the established software ecosystem. It can connect to Dropbox, Zapier, Google Drive and other sharing tools. As a team member, you can attach a mockup file to your updates, sharing it in the context of the tasks it relates to.

monday.com also comes with an open API architecture, which lets developers build their own integrations.

Monday also comes with an open API architecture, which lets developers build their own integrations.

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7. Keep The Team Motivated

Having the right atmosphere is extremely important. Team leaders should not only be in tune with each person on the team, but should continually look for ways to increase engagement.

Celebrate Successes With Team Members

It’s natural for people to seek acknowledgment. The need for social approval drives us to look for confirmation from people we know (parents, friends, colleagues). When someone recognizes our results by saying something as simple as “Great job!”, we feel motivated to work towards our goals. It’s essential for team players to get acknowledged, especially when working remotely.

monday.com has a few features that help create a sense of acknowledgment. The first one is the thumb-up feature, which is basically a positive reaction to an activity. Most people are familiar with this from social networks. People are used to measuring the effect of a post by the number of likes they get. monday.com allows you to give a thumb up to your teammates’ work.

Monday has a few features that help create a sense of acknowledgment.

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Another nice feature are the animated GIFs. You can liven up comments with GIFs. monday.com lets you pick from thousands of GIFs when responding to teammates, which will add a bit of personality to your comments.

You can liven up comments with GIFs. Monday lets you pick from thousands of GIFs when responding to teammates, which will add a bit of personality to your comments.(Large preview)

Last but not least, monday.com has a confetti feature. As soon as a designer completes their last “in progress” task on a board, they will see an animated confetti effect. This subtle detail adds a bit of delight and motivates team members to have an all-green board.

Monday has a confetti feature(Large preview)

Conclusion

Establishing an effective process on a distributed team is hard. What works for a colocated team won’t necessarily work for a distributed team, and what works for one distributed team won’t necessarily work for another.

Build a remote-friendly work culture by focusing on following priorities:

Prioritize transparency.
Keep important information accessible to everyone.

Stay on top of the team’s activity.
Understand what every member of your team is doing and where the team is in the process at a glance.

Build an effective communication system.
The foundation of distributed teams is communication. Create a healthy system of meetings and habits to keep people communicating.

Lower the barrier to entry.
Choose a team-collaboration tool that will be the least painful for everyone to get on board with. It should be a reference point that brings everything together.

Smashing Editorial
(ms, ra, il, al)