It is really, really hard to design getting started experience in a tool. We've had many iterations and improvements, but still are not happy with the current implementation. So we've started from scratch and want to improve the existing experience in Targetprocess.
It is always interesting to explore how other vendors solve similar problems. This post is a quick summary of getting started experience in 15 (mostly project management) tools.
Salesforce shows you a Getting Started page with several videos. This is it. Videos are quite lengthy and you have to spend about 30 minutes on watching them. It is interesting that such a sophisticated tool like Salesforce solves getting started problem with videos only.
Trello is a super-lightweight tool for project collaboration. It's based on an idea to create many boards and manage them. First board is actually a getting started board where you will read about all the features. It cleverly has 3 columns: Basic, Intermediate and Advanced features. If you open all these cards and actually do what they say you have a good understanding of a tool and know how to use it. Great implementation.
Asana is similar to Trello, but much more complex (I personally don't like it). Getting started experience is more detailed as well. First, you see a short video that actually explains a little. Video is on a separate page and it's hard to miss it. Then you have a 3-steps wizard to define your identity, invite team members and create a team. It is quite handy and well designed. Finally, you dive into the tool. UI is loaded with many buttons and panels. The only help you have is "Videos" section at the bottom. Still Asana has a style and looks modern.
Plan.io meets you with a wizard that guides you through the system. I liked it initially, but in a minute I got frustrated with too many steps. Then it became really annoying. Huge texts in popovers are not welcome to read, so I skipped them and learnt a little. And "Something is still missing" message drove me nuts in the end.
Clarizen is a feature-rich project management tool. Initial wizard is OK, but I have had some "Hmm..." moments during project type selection. Then you see another wizard that shows you a 6-min video and obvious navigation panel. The tool looks heavy, with many controls and screens. It doesn't feel hard to grasp though.
Basecamp is a famous light-weight coordination software. It's very simple. First, you see a bright welcome message. There are similar bright messages in new areas you visit, which is good. Sample project describes real features in Basecamp, so you can explore UI and learn something about the tool at the same time. Interestingly, I like Trello's implementation of this idea more. Not sure why.
Before you start, you have to lie about your phone number (I'll never understand why this field is required). Then you see a several steps wizard. While some steps make sense, I don't think that "Assign task via email" is so important to have here. It is not so clear how to complete this Welcome Quest, I had to think a bit to find out why some steps are still there. Also Skip link is hard to find. Maybe it is intentional, but such solution has its flaws. There are several areas on top and when you put the mouse over an area icon you see a popover with a video. Quite a clever idea, but the implementation is annoying. Maybe it is good to hide these videos at some point.
In this traditional project management tool you see just 2 help messages after login — and this is it. Minimal effort in getting started design. I am not convinced the tool is simple enough to handle the getting started experience that way.
You immediately see a news feed with product updates. Maybe it is better to show a feed with product usage tips. So there is no getting started design at all.
The welcome message you see is irrelevant and too lengthy. Similarly to Trello, there is a ToDo list that describes the tool itself. Empty areas helps you to make a correct action, like add a Task. System shows you good tips in the right moments. I'd say getting started in Redbooth is well-designed and usability is great.
TeamLab looks complex. Right after the registration you see a video and wait while your account is being created. Good use of waiting time! Then you start a project and see three(!) yellow messages right away: one about Android app, another about email activation and the last one is a getting started wizard. Too many for me. The wizard is very short with just four steps. The system gives prompts to some actions when you navigate to a new screen, which is very handy. Help is built-in, so you don't navigate away when you want to learn something. Quite good.
This is an agile project management software. It meets you with a video (too small) and a project setup wizard. UI is not stylish for sure — too many colors, various icons and overall impression is not great. Large bright buttons with actions in empty areas are good though. The tool was easy to grasp, but I'm a domain expert 🙂
Jira's getting started experience is similar to Salesforce — it is very basic. You have a dashboard component with Getting Started steps. Small wizards are nice. Service Desk area is different and shows you quite many popovers. I got lost with them, in fact.
This agile project management tool shows you a 6-step wizard that describes main UI areas. That is it.
Targetprocess is not an easy tool. It is really flexible and has a new UI-paradigm, so we wanted to show people how to use it properly. First, you select a process to start with. Then you see a 3-minute video that explains a concept and main ideas. Then you jump into a wizard. We put significant effort into the wizard and I should say it is the most clever implementation I've ever seen. But it seems the wizard is very long with too many actions and steps. We have stats here. Around 70% of people abandon the wizard after step 2. It means 70% of people learn nothing from it. And even the pulsating blue dot doesn't help to grab their attention.
Let's summarize the most popular approaches to getting started. Most show a video and provide easy access to more videos about a product (Asana, Yodiz, Targetprocess). Several tools use the tool itself to design ToDo with getting started actions (Trello, Basecamp, Asana, RedBooth). Some tools have UI wizards (TeamPulse, Targetprocess, Clarizen). RedBooth tries to give guidance to users in a good way, I think. Nothing novel, for sure.
I personally think that a long wizard doesn't work and most people just skip it. Also it is required to unblock as many paths as possible in user interactions. If a tool demands something at some point of time, there should be an obvious way to fulfil that demand. For example, if it's not possible to add a user story without a project, there should be a clear way to add a new project right from the "Add user story" screen.