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Overview:

Description

Interface to save all filters and customisation for table.

Type

Client Request

Story

Mockup

https://invis.io/YP11IKEO8C5Z

Ticket

https://convertr.atlassian.net/browse/PFR-441

Assets

Quantitative Data:

Data driven justification for ux/ui changes, especially necessary for organic changes that do not originate from client requests or roadmap features.

Link

Date Range

Item

Metric & Value

Assumption

00/00/2021
to
00/00/2021
(0 Days)

Metric name

  • Metric Value

HYPOTHESES

  • Lorum ipsum

REASONING

  • Lorum ipsum

Competitor Research:

Function

Findings

Image

Takeaways

Saving Settings

Hubspot

  • ‘Save View' button allows saving of:

    • Custom columns added

    • Column order

    • Column asc/dec ordering state

    • Column filters

    • Column size

    • Pagination (X per page)

  • Within dialog, also option to ‘reset’ all settings to default

Salesforce

  • Saves filter settings, can save as a ‘view’

  • Table column settings and order are persistent when coming back to table, but cannot be ‘reset to default’

EMBRACE

  • This is nice, we could do all these things by shifting some of our table controls and settings UI around, and adding a dedicated ‘save’ and ‘reset’ button.

REJECT

TO DISCUSS

Views

Hubspot

  • Sharable table views across, option include team, private, everyone

Salesforce

  • Sharable table views across, option include private, everyone

EMBRACE

REJECT

  • Maybe in a few years…

TO DISCUSS

Proposal Feedback:

Stakeholder

Date

Changes

DONE

REJECTED

NEED MORE INFO

TO DISCUSS

Retrospective:

To be completed after this features release. The retrospective should allow a basis for further improvements to this feature.

User Feedback

Stakeholder

Date

Description

Quantitative Data

Link

Date Range

Item

Metric & Value

Assumption

00/00/2021
to
00/00/2021
(0 Days)

Metric name

  • Metric Value

HYPOTHESES

  • Lorum ipsum

REASONING

  • Lorum ipsum

  • No labels