Workflow Design
ABOUT
We collaborated with the Trebellar team to craft the workflow system. Workflows serve to trigger automated actions upon specific conditions, such as notifying the Facilities team of a water leak or adjusting HVAC systems when temperature thresholds are exceeded. Throughout the design process, we focused on:
1. User Guidance: Ensuring a step-by-step creation process.
2. Inline Editing: Empowering users with inline editing capabilities akin to a CSV file.
3. Progressive Disclosure: Gradually revealing information on the side panel for each step to minimize cognitive load.
Product design, UI/UX Design, Responsive Web, Workflow Design
Created By
Studio Pinto
Client
Trebellar
Year
2023
HMW
How might we create a system where automatic actions are triggered when specified conditions are met?
INFORMATION ARCHITECTURE
INTERACTION MODEL FRAMEWORK
Landing Page
Workflow
WORKFLOWS
CREATING WORKFLOW
1. At this location
User first selects which location should the workflow be active at. They can select from their own location or make a custom selection.
2. If this happens
Then they specify the condition that triggers the workflow. The trigger could be a temperature increase or drop, a water leak or an air quality change.
3. At this time
After that they select the time, which could be any time business hours or custom selection
4. Then do this
Lastly they select what should happen when the conditions are met. The options are notify, adjust or create an issue.
Step by Step Creation
To reduce cognitive load and simplify workflow creation, we divided the process into four main sections.
Information Hierarchy
We chose a side panel for users to select parameters while creating workflows, providing them with a clearer order of information.
Inline Editing
We provided users with shortcuts and relevant prompts to guide them in selecting or editing new parameters.
“The Pinto team has helped us build our product from the ground up to what it is today.
As a startup, you always look for super-talented, self-sufficient folks who can help you not just purely with UI or UX but can help iterate with you and your customers on the product and rationale behind some of the decisions.
Always attentive to every comment interaction, and always ready and willing to help. Even while being at distant time zones. After a year of collaboration still going strong!”
Diego Ferreiro Val | Co-Founder at Trebellar, Ex-Salesforce, Yahoo