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    PM Template User Flow

    Uploaded by

    Ankur Verma
    This user flow template outlines the key steps and decisions involved in creating a new document using document management software. It identifies the single user creating a new document as the actor. The objective is for the user to create a visually pleasing and organized document quickly. Discovery would typically be through paid ads, templates, or word of mouth. Clear directions and calls to action are needed at each step, especially prompting the user to add a new document and providing template options.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd

    PM Template User Flow

    Uploaded by

    Ankur Verma
    37 views10 pages
    This user flow template outlines the key steps and decisions involved in creating a new document using document management software. It identifies the single user creating a new document as the actor. The objective is for the user to create a visually pleasing and organized document quickly. Discovery would typically be through paid ads, templates, or word of mouth. Clear directions and calls to action are needed at each step, especially prompting the user to add a new document and providing template options.

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    Pm Template User Flow

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    This user flow template outlines the key steps and decisions involved in creating a new document using document management software. It identifies the single user creating a new document as the actor. The objective is for the user to create a visually pleasing and organized document quickly. Discovery would typically be through paid ads, templates, or word of mouth. Clear directions and calls to action are needed at each step, especially prompting the user to add a new document and providing template options.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    37 views10 pages

    PM Template User Flow

    Uploaded by

    Ankur Verma
    This user flow template outlines the key steps and decisions involved in creating a new document using document management software. It identifies the single user creating a new document as the actor. The objective is for the user to create a visually pleasing and organized document quickly. Discovery would typically be through paid ads, templates, or word of mouth. Clear directions and calls to action are needed at each step, especially prompting the user to add a new document and providing template options.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 10

    User Flow

    [Insert Title Here]

    Template validated by Andrew Nguyen, VP of Product at Loop


    Start Here!
    1. Read and understand what a User Flow is and why we use it
    2. Prefer video content? Check out How to Analyze User Flows
    3. Create a customer journey for one of your own projects by copying this template. Go
    to File -> Make a Copy -> Entire Presentation

    ☝️Get all our Product Management Templates. If you have any questions, share them on our
    Product Community forum.
    Project name

    Before mapping, identify…

    Users are anybody interacting with your system. A user can be a customer, person, system, or
    Users organization.

    Outline 1) your happy path, and 2) your unhappy path. When you test the happy path, you test
    actions you want the user to take. The unhappy path, you test actions you do not want the user to
    Objective take. This is not where you want your users to be, but they end up there because they're not
    qualified to follow the happy path, or they explicitly chose a different path (rejected
    product/feature/upsell).

    How do users find your product? Is it organic or paid traffic? Referral sites, email? Different entry
    Traffic source points highlight how customers are using your product and how you can cater it to their needs. More
    importantly, these points can be the entryway for your diagram.

    To get conversion you need to give the right information, at the right time. What information does
    The what and when
    your user need? What actions they should take to move towards the target objective?
    Possible end
    Variation A: One User result

    Task #1

    Qualifying
    factor

    Task #2

    End result #1
    Variation B: Multiple users
    User 2

    User 1

    Action #1 Action #2 Action #3

    User 3
    End result: Create a new doc

    Example A: Document management software

    Single user. Someone logging onto the platform and creating a doc as their first option (first time or
    Identify users actors returning user).

    Log-in phase: User wants access to platform. Document creation phase: User wants to create a
    Outline the Objective visually pleasing and organized document in as little time as possible.

    Paid traffic (e.g. Facebook; Google Ads), organic discovery through pre-made templates, and word of
    Identify discovery source mouth.

    Clear direction at every step of the login process. Once in the platform, the most obvious and
    attention-grabbing CTA needs to be “Add new document.” When user click this, they need
    What and when of the need
    choice/options, presented in an understandable and not overwhelming way. Next possible steps
    always need to be clear.
    Log In/Sign up Create a document
    Add icon Icon choices

    Log In or Sign Up Choose from


    Blank Unsplash
    Add cover
    document

    Upload image
    Already
    signed up
    Type title

    Reposition

    Set up free
    Add New
    account Remove
    Doc

    Enter Project brief


    name Pre-made template
    template: Tasks

    Product
    roadmap
    Enter email
    All
    address Your templates
    templates
    Task list

    Enter
    password Pre-made template:
    Project hub
    OKR planner
    End result: food delivery and confirmation

    Example B: Food delivery app (from customer perspective)

    Identify users Restaurant owner/workers; delivery person; customer

    Outline the Objective Successfully order and deliver food from restaurant to delivery location

    Identify discovery source Paid traffic

    Ongoing direction and information for all users, especially for customers and delivery person.

    Assuming customer has already selected restaurant. Restaurant will have previously updated their
    offerings. Within restaurant page, customers need to understand what they are ordering (dish names,
    prices, images). They need to be able to edit cart, review before confirmation, and pay seamlessly.
    What and when of the need
    Upon confirmation, they need to know delivery time, which is dependent on restaurant capacity and
    delivery person. Restaurant needs to confirm it has handed off food to delivery person. Delivery
    person needs to know final address. Once food is delivered, delivery person has to confirm order;
    customer has option to rate experience.
    Food order user flow
    Delivery Driver

    Restaurant Owner

    Add Item to Remove Item Make Order Confirm Food Confirm


    Edit Menu Review Menu Review Order Enter Address
    Cart from Cart Payment Order Delivery

    Customer
    More resources!

    Watch
    How Good UX Can Make a Differenc
    e by MasterCard Product Manager
    Or, dive deeper into Product Management
    with our free resource collection.

    Got any questions?


    Ask them in our Product community forum!

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