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Change Overview Pages (Element & Initiative) To Be More Simple

Nadia Kaiser
  • Updated

Background: Users are finding it more and more confusing to understand the Element overviews due to a button or “Action” overload.

Solution:

  1. We will hide some of the action buttons in the element and initiative overviews and add them to the “Action” or “Three Dots” menu instead. These changes are listed below

  2. Element Overview Boxes

    1. Assessments Box: None

    2. Timeline Box: None

    3. Metrics Box: Hide “Link & Add New”

    4. Risks Box: Hide “Link & Add New”

    5. Dependencies Box: Hide “Activate Progress & Add”

    6. Description Box: None

    7. Initiatives Box: Hide “Actions & Add new”

    8. Analysis Box: None

    9. Analytics Box: Hide “Link & Add New”

    10. Documents Box: None

    11. Competencies Box: None

    12. Directions Box: None

    13. Tag Hierarchies Box: Hide “Add New / Edit”

    14. Notes Box: None

    15. Key Results Box: Hide “Link & Add New”

    16. Custom Properties Box: None

  3. Initiative Overview Boxes

    1. Assessments Box: None

    2. Purpose Box: None

    3. Risks Box: Hide “Link & Add New”

    4. Tasks Box: Hide “Import/Export Menu and Add New”

    5. Documents Box: None

    6. Notes Box: None

    7. Issues Box: Hide “Link & Add New”

    8. Metrics Box: Hide “Link & Add New”

    9. Analytics Box: Hide “Link & Add New”

    10. Dependencies Box: Hide “Add New”

    11. Tag Hierarchies Box: Hide “Add New / Edit”

    12. Custom Properties Box: None

  4. We will hide ALL action items when an overview box is closed or collapsed. A user must open the box first to see any action menu items.