Dashboard Mobile app

Summary of what you need to know and do within your reach.

8 checks · 2 content groups

Checklist contents

Review progress

Screen and context

Compare information and presentation in context of use.

Put main tasks within reachKeep frequently used actions near easy-to-reach areas and away from system gestures.Open the screen with the new account and the account with old activity. Users need to understand the current situation, recognize what needs attention, and continue a task without looking through multiple items.Example The “Continue work” block displays the draft name and last edited time, with an “Open draft” button.Divide information into easy-to-scan chunksEach block has a title and focus, avoiding a long scrolling line without hierarchy.Each block should answer a specific question; Putting too many numbers and actions on the same card will cause you to lose priority.Read the data immediatelyIndicate units, time periods and status meanings without having to open multiple screens.Place units, timelines, and fluctuation meanings next to the numbers so users can still understand when skimming.There is a way to do regular thingsSet specific actions that serve the user's primary goal.Choose actions from what users actually do regularly, then test that they can be clicked with one hand on a small device.

Action and feedback

Try the operation, change the status and continue working.

Keep content relevant to the roleOnly include data you have access to and understand why the item is prioritized.Try different roles and new accounts; A widget without view permissions needs to be handled differently than a widget with empty data.Feedback on refreshIf there is a drag to update, hold another option and indicate when the data has changed.Process state in blocksSeparation is loading, empty and error in widget, does not make the whole screen confusing.An error block should not cover a successfully loaded block; The retry button needs to act on the correct part that is failing.Indicate issues that need to be handled promptlyPrioritize alerts with specific actions and avoid overloading notifications.Prioritize only what needs to be handled with a specific action; Keep less important alerts where they don't overwhelm the main task.

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GUIDANCE

How to review

Check out what to do from the first opening

Open the screen with the new account and the account with old activity. Users need to understand the current situation, recognize what needs attention, and continue a task without looking through multiple items.

EXAMPLES

Usage examples

Return to a task at hand

The “Continue work” block displays the draft name and last edited time, with an “Open draft” button.