Increasing Task Completion with Progress Trackers in Bulk Import Feature
We introduced progress trackers and enhanced guidance in a multi-step bulk import and assignment process. By providing clear progress indicators, implementing input validation, and improving instructions and error messaging, we significantly increased task completion rates, reduced errors, and boosted user trust and satisfaction. This success led to the adoption of progress trackers in other multi-step processes across the platform.
The client was facing low task completion rates in their bulk import and assignment feature due to a lack of guidance and transparency in the user interface. Users had to navigate through a linear process organized into three or more steps, but without clear indicators of progress or what was required at each stage. This led to confusion, errors, and incomplete tasks, negatively impacting user satisfaction and trust in the product.
This image illustrates an example of an old import feature’s user interface.
A key part of our approach involved mapping both the current user journey and a future-state journey to identify pain points and envision a more efficient experience.
Quick iterations on form breakdown and input Validation, and reviewing the iterations with Product Owner.
We mapped the user flow for clarity and alignment among the cross-functional teams, to spot potential usability issues or inefficiencies and to help us with testing.
We introduced progress trackers with the goal of increasing task completion rates and improving the overall user experience. Progress trackers effectively manage user expectations by transparently showing the steps involved in a process and indicating the user’s current position. This approach demonstrates respect for the user’s time and builds trust in the product and brand.
Our strategy involved several key steps:
- Revisiting the Form Breakdown: We analyzed the existing multi-step process and restructured it to clearly define each step. We included descriptive labels that communicated what the user would accomplish at each stage, helping to set clear expectations.
- Designing the Progress Tracker: We explored two design options:
- First Design: Included a status indicator to highlight the current step and labels describing each step’s purpose.
- Second Design: Featured an active step line indicating completed steps and the current step, along with labels and an inactive step line for upcoming steps.
- Both designs aimed to provide visual cues to help users understand their progress through the process.
- Implementing Input Validation: We added validation checks to ensure that users completed all necessary inputs before progressing to the next step. This reduced errors and prevented users from getting stuck later in the process due to incomplete information.
- Enhancing Instructions and Error Messaging: In the bulk import feature, we provided clearer instructions and improved error states and messaging. This guidance helped users navigate the process more confidently and resolve issues quickly when they arose.
- Standardizing for Future Use: Recognizing the effectiveness of progress trackers, we recommended their implementation in other areas of the application that involved multi-step processes. This would ensure a consistent and user-friendly experience across the platform.
The introduction of progress trackers and improved guidance led to a significant increase in task completion rates for the bulk import and assignment feature. Users found it easier to understand the process, which steps they needed to complete, and how far along they were at any given point. The validation checks reduced the number of errors and support requests, streamlining the workflow.
By managing user expectations and providing a transparent, step-by-step process, we built greater trust in the product. Users felt that their time was respected, which enhanced their overall satisfaction and engagement with the application. The success of this initiative prompted the adoption of progress trackers in other multi-step features, further improving the user experience across the board.