Last Update: Nov 14, 2022
Platform: Mobile and Web
Designer: Rebecca Florence Bijjiga
Intro
Information on the home page is considered to be completely dynamic and personalised to the user, driven by user and business context, user profile, time of login (in the day, week, month or year), user behaviour & usage patterns. Content on the home screen is classified into following types : Navigation, Conversational Assistant, Approvals, Quick Action, Engagement Cards, Organizational Cards.
Value Proposition
- For SuccessFactors customers quick action contributes to a growth oriented, collaborative and positive company culture.
- For end users the quick action makes the recurring tasks more efficient.
Description
At any given time, there would be 8 Quick Actions Tiles for the user and only ONE tile can be opened/accessed at a time, these will be static and will remain the same for all users. These quick actions from various modules are based on recommendations from the system and intended to work like mini-apps. These are not quick links to pillar/task pages but clicking on them will only open an instance (modal dialog) of the task within the homepage layer, without navigating away from the app or opening a pillar page. There are two tiles default provided to all the users : Reminders and Favourites
Usage
- Quick actions are light weight functionalities that users need on a frequent basis. They are light-weight and consists of 3 to 6 fields with an explicit primary action such as submit, save or send. They are frequent actions that has to be recurring within one year.
- Its valuable to our customers and end-users.
- Its a simple and recurring task that the users can complete quickly without navigating away from homepage.
- Users come to this quick action with a primary purpose in mind
- It represents 80% of the use cases. It's a use case that majority of the users in your product area do.
- You want to create a quick access to a module functionality
- The task requires a lot of time and a lot of thinking
- Step 1 : Focus on 80% use cases - what does respective module users do all the time ? what 80% of your users do multiple times a year ?
- Step 2 : Focus on core use cases : simplify the use case to fit better to quick action definitions. Tricks can be : providing the pre-filled answer, selecting one person vs multiple, having default questions. The essence is to save time on tasks that users do a lot.