CRM Development Tools Beta

CClark04
Participant

Step indicator - mark as complete option?

I've had some feedback from users that the way progress through the Step Indicator is displayed visually is confusing.

In this example, I believe it is being communicated very clearly, that the user is currently on the Second step, the First step has already been completed and they are not yet up to the Third step. 

CClark04_1-1702418557616.png

However in the scenario that they are at the final step, there is seemingly no way to have the final step ever appear checked off.

CClark04_2-1702418719969.png


Would it make sense to add a new boolean or some other setting to allow having the final step marked as complete, allowing for a more visually complete experience?

CClark04_3-1702418881675.png


Has anyone encountered anything similar? I like the idea of using the final step as a complete / summary screen, however I know this is generally at odds with what HubSpot does, e.g. when adding a new property to an object, the final step is the form submission and feedback is displayed via other means.

CClark04_4-1702419172173.png

 

0 Upvotes
3 Replies 3
Jnix284
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Step indicator - mark as complete option?

@CClark04 I think this is really interesting, although after many years of using HubSpot, I would never have looked for the third check to be complete since it is inherent that the final step is done when you click "create" and your property is now available.

 

It doesn't look like your feedback is specific to the CRM development beta, so I'd suggest adding it as an idea here so the product managers have access.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

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CClark04
Participant

Step indicator - mark as complete option?

Thanks @Jnix284, I think you're right, the way that HubSpot use the stepper generally results in some action being taken on the last step and the user being moved away from whatever component had the stepper visible, so it's historically not been much of a consideration.

I'm not hoping to see it changed system wide, I just think this is a new scenario enabled by the wider range of components we can use on our custom cards now and would be a nice optional addition to let us check off the final step on our custom cards.

Maybe I just need to start designing cards more inline with the HubSpot philosophy, and hide the stepper once we're at the final step. But it was an interesting bit of feedback from some users completely new to HubSpot in any case.


Jnix284
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Step indicator - mark as complete option?

@CClark04  ah ok, that makes more sense, I knew I had to be missing something!

 

I was having trouble connecting the dots, since you're creating custom cards I can see where it could be valuable to have the final check indicated.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

0 Upvotes