Kibble Navigation Review

Status Basic navigation workflows

Basic navigation without the All mode

• mail_no_all.gif:
  

• events_no_all.gif:
  

• tasks_no_all.gif:
  

Basic navigation with the All mode

• all.gif:
  

• mail.gif:
  

• events.gif:
  

• tasks.gif:
  

• search_ootb.gif:
  

Questions for Basic navigation

1. Where would you go to read your email?
2. Where would you expect new messages you are writing to show up?
3. Where would you go to schedule an appointment for yourself
4. Where would you expect new appointments you are creating to show up?
5. Where would you expect new tasks you are creating to show up?

1. Where would you go to review your schedule?
2. Where would you go to review your tasks?
3. What would you expect to find in the Received and Sent collections when you're in the Mail, Events and Tasks modes?
4. What would you expect to find when you click on a greyed out collection?

1. What do the numbers mean when you enter a search term?

Workflow descriptions for P1 use cases

• Reading new mail

1. Select All mode
2. Select All my items (automatically selected OOTB)

1. Select All mode
2. Select Received

1. Select Mail mode
2. Select All my mail (automatically selected OOTB)

1. Select Mail mode
2. Select Received

• Writing new mail New mail appears as a draft

1. In the All mode, in All my items
2. In the All mode, in "Sent" (aka Outbox, name is an [OI^?])
3. In the Mail mode, in All my mail
4. In the Mail mode, in "Sent"

• Scheduling an event for myself

1. Select Calendar mode
2. Select All my events (automatically selected OOTB)
3. D-click or click and drag in calendar summary view to create a new event in-place

1. Click new button in toolbar and select "New event"
2. Adds new event item to the All my items collection in the All mode

1. Click new button in toolbar and select "New invite"
2. Adds new event / message item to the All my items collection in the All mode
3. Adds new event / message item to the "Sent" collection in the All mode
4. Adds new event / message item to the "Sent" collection in the Mail mode

1. Stamp an existing message or task as a calendar event from any collection
2. Event will be added to the All my events collection and the currently selected collection

• Creating new tasks New task appears

1. In the All mode, in All my items
2. In the Task mode, in All my tasks

• Reviewing/editing my calendar

1. Select Calendar mode
2. Select All my events (automatically selected OOTB)

• Searching for mail

1. Type search term in search box
2. Summary view displays search results for the selected collection
3. # of search results appear for all collections (ie. 13) in the sidebar
4. Collections containing (0) search results are greyed out

• Cleaning up items (e.g. deleting or junking items)

1. Junk and Trash collections are accessible for all application modes

Workflows for P2 use cases

• Distinguishing mail for follow-up

1. Set triage status for selected message as Now or Later. Users can set triage status from any collection the message is a member of OR
2. Stamp message as a task. Users can stamp a message from any collection the message is a member of.

1. View all "follow up" mails in the All mode, All my items collection, Now and Later sections OR
2. View all "follow up" messages in the Mail mode, All my mail, Now and Later sections

1. View all messages stamped as tasks in the Task mode, All my tasks collection
2. Viw all received tasks in the Task mode, Received collection
3. View all sent Tasks in the Task mode, Sent collection

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Navigating user-defined collections

• all_collections.gif:
  

• mail_collections.gif:
  

• events_collections.gif:
  

• tasks_collections.gif:
  

• holidays_greyed_out.gif:
  

• search.gif:
  

• unread_unseen.gif:
  

Workflows for P2 use cases cont'd

• Manually filing mail

1. Click Label in the toolbar to
   1. Create and assign new collections on the fly
   2. Assign multiple collections at the same time
2. DnD item to a collection in the sidebar

• Reviewing/editing my tasks

1. Select Task mode
2. Select All my tasks (automatically selected OOTB)
3. Review tasks wrt Triage status in the All my tasks collection...OR
4. Review tasks wrt project / collection by switching between Task collections in the sidebar

Workflows for P3 use cases

• Reviewing/editing a shared calendar

1. New and edited events are displayed as "unread" items next to each collection in the sidebar.

1. Select Events mode
2. Select shared calendar collection

1. Select All mode
2. Select shared calendar collection and view calendar in a summary table view (best way to see new and edited events)

• Reviewing mailing lists

1. Select Mail mode
2. Select mailing list collection

1. Select All mode
2. Select mailing list collection

• Auto filing mail
• Done automatically so no user steps taken, but UI should show how items are auto-filed

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Set-up workflows

• Share my calendar

• Select Events
• Share_click_events.gif:
  

• "Out" arrow appears to provide visual feedback showing that collection has been uploaded and is shared.
• Click "out" arrow to view share detail view again.
• Share_feedback.gif:
  

• Add tasks to the share
• Share_click_tasks.gif:
  

• Open issues
• See FilteredShares for more details
• Are filter settings per share? or per sharing participant?

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OOTB v. User-customized

• There has been feedback from multiple sources that the sidebar and summary view should change more when the user flips between application bar tools...
• "I don't always want to see Trash at the top."
• "Sent events aren't that important to me."
• "It's confusing that the sidebar items don't really change. It didn't occur to me that the application bar tools were affecting the sidebar as well."

• The third comment is in a separate category and I think with some tweaking, it can be solved relatively simply.
• The first two have to do with the tension in any design between ease of learning and ease of use.
• In any modal application, we want minimal changes between modes. There need to be enough so that users understand that they are indeed shifting modes. However, changing modes should not mean relearning the application from scratch.
• In our efforts to design a more integrative PIM, we're trying to keep "moving parts" on the UI to a minimum so that the user really feels like they're using ONE app, not three.
• Case study: Applications like Outlook come with a truckload of helpful OOTB sidebar items for each application area so that upon opening the app for the first time, you're inundated with choices and options. Clicking between Email, Calendar, Tasks and Notes, you discover a new world everytime: different toolbar, different sidebar items, different summary view, different detail view, sometimes no detail view.
• That being said, over time, we need to provide affordances for users to customize the UI so that they have what they need at their fingertips so to speak.
• However, this customization is explicitly user-defined and therefore less confusing.
• Affordances to do this in Chandler would include:
  • Tabs
  • Sidebar selection persistence per Application area
  • Explicit reordering of collections in the sidebar