Woocommerce-admin: Help panel: add a tooltip highlighting the panel

Created on 2 Sep 2020  路  7Comments  路  Source: woocommerce/woocommerce-admin

Description:
The Help Panel usage has been minimal, as the top-right corner can be a blind spot for users. On the other hand, there's a high % of users clicking in the support links when the open the panel. So we should have some additional investment highlighting the Help panel with a tooltip.

Acceptance criteria:

  • [ ] Display the tooltip if the user visits a task for the 2nd time (if the task is not complete)
    task-list-help-panel
  • [ ] The user should only see the tooltip once - if we already displayed the tooltip on the Add Product task we shouldn't display it again in other tasks, in order to avoid overwhelming users.

Event tracking:
View the tooltip:
wcadmin_help_tooltip_view
Prop: task - the task where the tooltip was displayed

Click the tooltip:
wcadmin_help_tooltip_click
Prop: task - the task where the tooltip was displayed

onboarding

Most helpful comment

hey @louwie17 and @pmcpinto
I just shared the Figma with Lourens in Slack. Also wanted to propose a slight tweak to the tooltip design (not a problem if the other design has already been implemented) because that circle on top of the modal started feeling strange. I updated it to a caret that points to the Help panel link.

Home - Help tooltip

I think that we should display the tooltip when the user visits the main screen of a task for the 2nd time.

Agreed.

All 7 comments

@pmcpinto do you have any more information for this?

@pmcpinto do you have any more information for this?

The tooltip still needs to be designed, so we'll move it to the next cycle.

Issue updated with the AC, tracking and design

@pmcpinto is the design in the above gif available in Figma? if so, would you have a link? :)

Also a quick question:
In the gif it appears that the popup shows up after you click the Import task, a nested task of the add products task. Is this as intended, or should the popup appear after the user enters the add products task again?
*of-course the add products can refer to any of the other uncompleted tasks.

@pmcpinto is the design in the above gif available in Figma? if so, would you have a link? :)

@elizaan36 can you share the link? I'm not finding it 馃檹

In the gif it appears that the popup shows up after you click the Import task, a nested task of the add products task. Is this as intended, or should the popup appear after the user enters the add products task again?
*of-course the add products can refer to any of the other uncompleted tasks.

Good question. I think that we should display the tooltip when the user visits the main screen of a task for the 2nd time. Elizabeth, what do you think?

hey @louwie17 and @pmcpinto
I just shared the Figma with Lourens in Slack. Also wanted to propose a slight tweak to the tooltip design (not a problem if the other design has already been implemented) because that circle on top of the modal started feeling strange. I updated it to a caret that points to the Help panel link.

Home - Help tooltip

I think that we should display the tooltip when the user visits the main screen of a task for the 2nd time.

Agreed.

This is mostly just for future documentation, but @jeffstieler and I were chatting about task click vs task view.
Which goes hand in hand with the recorded tracks tasklist_click and task_view, currently we are increasing the count on tasklist_click and also adding this count to the tasklist_click event.
Some pros/cons of each:
Record on task list click:
Pro:

  • User consciously decided to visit a task by click in the task list
  • User could easily see if the item was completed or not (from the task list)

Cons:

  • Doesn't record if a user refreshes on a task view
  • Doesn't record if a user visits the task by a direct link, or some other way (if added)
  • Very much attached to task list (could be pro or con I suppose)

Record on task view:
Pro:

  • We correctly track task visit count, as it also increases when the user refreshes (goes back), or accesses it by direct link
  • Would work well if tasks can be accessed from somewhere outside of the task list

Cons:

  • Can't necessary tell if task visit was a conscious decision or just a random refresh
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