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6 Ways for Displaying Instructions on Dashboards

Lulu Wang
Aug 10, 2021

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1. “We’ve put a help icon on the dashboard, which is nothing more than a sheet that has a tool tip for the custom shape.”

2. @Robert_Rouse. “I’ve used his ‘off-screen’ hide, as well as hiding help info behind charts. The main container is 1465 pixels wide and the “x” position is -382. The sub containers are 377 and 710 pixels wide, leaving 378 pixels for the blank sheet to fill (plus or minus a few pixels due to padding). When it disappears, the sub containers move to the left by that amount.”

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3. Use bordered containers to differentiate instruction and action areas.

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4. Contextual tooltips.

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5. Use color to differentiate infotip section from action section. Add a “Learn More” text link if needed.

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6. Use smaller cards to display abbreviated instructions.

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Lulu Wang
Lulu Wang

Written by Lulu Wang

Lead Product Designer at BILL. The best way to design for onboarding is to listen to your customers and give them the answers and value before they commit.

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