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Change CTA for adding insights to dashboard #10262

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corywatilo opened this issue Jun 11, 2022 · 2 comments
Open

Change CTA for adding insights to dashboard #10262

corywatilo opened this issue Jun 11, 2022 · 2 comments
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enhancement New feature or request feature/dashboards Feature Tag: Dashboards team/product-analytics

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@corywatilo
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corywatilo commented Jun 11, 2022

After creating a new dashboard, the primary CTA is to add an insight. (This is the same for existing dashboards.)

image

As a user, I'm expecting to add an existing saved insight, not to be taken to create a new insight from scratch.

I'd prefer to see a list of saved insights that I can directly add to the new dashboard. (Sort of like this modal below, but displaying saved insights to be added directly to the dashboard I'm currently viewing.)

image

@corywatilo corywatilo changed the title Change CTA for adding insights to new dashboard Change CTA for adding insights to dashboard Jun 11, 2022
@clarkus
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clarkus commented Jun 13, 2022

As a user, I'm expecting to add an existing saved insight, not to be taken to create a new insight from scratch.

I think we should prompt for adding an existing or creating new. It's hard to know user intent, so providing a choice might be the most robust approach here. I think this came up during the recent dashboard work, but we didn't resolve it.

@clarkus clarkus added feature/dashboards Feature Tag: Dashboards enhancement New feature or request labels Jun 13, 2022
@clarkus
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clarkus commented Aug 22, 2022

I have a solution for this at https://www.figma.com/file/A9XRxeDm3ceikbenfTBGZl/Insights%2C-Dashboards%2C-%26-Project-Home?node-id=5%3A111082. It matches the workflow we use for creating a new insight from the insights feature, with the addition of "existing insight" option that lets you browse for an existing insight.

Screen Shot 2022-08-22 at 3 27 19 PM

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Labels
enhancement New feature or request feature/dashboards Feature Tag: Dashboards team/product-analytics
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3 participants