Selected Works
Pendo Internship | Custom Dashboard Templates
The Problem
Product teams lack a structured way to create and share consistent dashboards.
The Solution
New process that allows teams to save and reuse dashboards as templates.
Full Process
Context
Design Process
Research Takeaways
Main Considerations
Enterprsie customers with significant investment in dashboard workflows had been consistently requesting this level of flexibility.
Permission
Defined who could create and share templates, establishing a clear approval system to maintain governance and trust.
configuration
Simplified the setup process by enabling data carry-over, reducing redundancy and improving efficiency.
PROCESS ALIGNMENT
Ensured the feature integrated seamlessly into existing workflows through intuitive onboarding and consistent interaction patterns.
Process
Wireframe Iterations
Each flow was refined through team feedback, ensuring scalability and clarity. Early drafts focused on defining permissions, while later iterations streamlined template setup and approval.
User Testing
Prototyping & Testing Feedback
User testing revealed opportunities to improve clarity and efficiency across flows. Key insights focused on defining admin roles, guiding setup steps, and centralizing template management.
Utilizing Feedback
Admin awareness
Clarified ownership of template requests within large teams through admin selection.
TEMPLATE SETUP
Added in-product guidance to help users understand new template options using tooltips.
CENTRALIZED PROCESS
Created a single place for users to view and manage all templates with a “Manage Templates” button.
Impact
Why this Matters
Enterprsie customers with significant investment in dashboard workflows had been consistently requesting this level of flexibility.
Impact
Why this Matters
Enterprsie customers with significant investment in dashboard workflows had been consistently requesting this level of flexibility.
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