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No options for goal management on the Goal page #6022

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rivadav opened this issue Aug 19, 2014 · 8 comments
Closed

No options for goal management on the Goal page #6022

rivadav opened this issue Aug 19, 2014 · 8 comments
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c: Usability For issues that let users achieve a defined goal more effectively or efficiently. Task Indicates an issue is neither a feature nor a bug and it's purely a "technical" change.
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@rivadav
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rivadav commented Aug 19, 2014

Problem
When user is on the Goal page, he cannot edit or remove it from this level. He has to go back to the Goals overview which is not convenient. It's minor problem but can improve users productivity.

Proposed solution
We can add management options on the bottom of the page. Combined with easy switching between Goals from the issue #5977 it'll be easier to manage them contextually.

goal_page

Wireframes: http://vm8ttr.axshare.com/#p=goal_page

@mattab
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mattab commented Aug 20, 2014

I agree current feature makes it quite hard to edit goals. But always showing "Edit Goal" link is maybe too much information as goals are very rarely edited (but more often the reports are viewed).

(maybe we could move the "Remove goal" to be available only after user clicked "Edit" so that's only one "Edit" link to display)

@mattab mattab added this to the Short term milestone Aug 20, 2014
@mattab mattab added c: Usability For issues that let users achieve a defined goal more effectively or efficiently. and removed c: UI - UX (AngularJS twig less) labels Oct 12, 2014
@mattab mattab modified the milestones: Short term, Piwik 2.11.0 Dec 18, 2014
@tsteur
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tsteur commented Jan 5, 2015

"Goals Management" is also pretty hard to discover in "Goals overview". Does it maybe make sense to add a new item "Goals Management" to the submenu before "Goals overview"? Maybe instead of having "Goals Management" the item could be named "Add a new goal" so one can directly create a new goal from the menu, viewing and editing a specific goal is then done under its specific section as suggested in this issue in the screenshot or so. On the other side one does not create a new goal so often.

Or maybe we move "Gaols Management" somewhere else eg to Settings / Admin menu as websites and users etc. are also configured there? I know websites are global whereas Goals are per websites but Users are also "per website" partially.

"Goals Management" is kinda a separate issue but it might affect how we solve the edit goal part. Would be nice to find a way to solve this issue properly.

@tsteur
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tsteur commented Jan 5, 2015

goalsmanagement
I think I would go with the attached solution meaning adding a point "Goals Management". This will be a separate page listing all the goals and having the possibility to add a new goal. If there is no goal yet nothing will change and we would still show "Add a new goal" in the submenu. As Ecommerce is more or less only a goal it doesn't really make sense to list it first (neither does it look good). Therefore I would move it after "Goals Overview". It could even make sense (technically) to move "Ecommerce" into "Choose Goal" in case there are many goals but somehow wouldn't to it. Think this one should be easily accessible with one click.

As the "Goals Management" will have its own page and is easier accessible I don't think we longer need that suggested "edit goal & delete goal" on every goal page. It won't be used often, it doesn't look so good / adds clutter and it would be still not so easily discoverable.

I was thinking would that "Goals Management" page maybe also allow to enable/disable Ecommerce? I don't think anyone would expect this setting there and would be at least still needed under Websites Management

@tsteur tsteur self-assigned this Jan 5, 2015
@mattab
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mattab commented Jan 5, 2015

This looks good. Feedback

  • Ecommerce was first in the sub-menu because when a website has Ecommerce enabled, then Ecommerce goal report are the most important goal reports for users (in 99% of cases).
  • main menu is called Ecommerce & Goals which means Ecommerce is first.
  • It looks like Goals management is first sub-menu. But clicking on Goals or Ecommerce & Goals main menu should load the first submenu item which should be a report. so maybe we have to move Goals management out of the first sub-menu?

I was thinking would that "Goals Management" page maybe also allow to enable/disable Ecommerce? I don't think anyone would expect this setting there and would be at least still needed under Websites Management

+1

@tsteur
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tsteur commented Jan 5, 2015

Maybe we need to change the item Ecommerce & Goals? If Ecommerce is so important for that person, maybe it could be a separate main item (splitting the two). Meaning "Ecommerce" => click on it would directly show ecommerce report and not have any submenu (maybe later ecommerce log would be separate menu item etc). Goals would be as it is now just without Ecommerce.

It feels and looks weird/wrong not showing Goals Management and Overview first and I think it could make sense to split those two into 2 menu items

@mattab
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mattab commented Jan 5, 2015

If Ecommerce is so important for that person, maybe it could be a separate main item (splitting the two).

this could work! +1 for trying

@tsteur
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tsteur commented Jan 7, 2015

@rivadav We do now have "Manage Goals" under the user menu and "Add new goal" always under Goals in the reporting menu. We also link from "Add new goal" to "Manage goals". Do you think this would be ok already? I don't think we actually need an edit/delete link in each goal as this is not done that often I presume.

tsteur added a commit that referenced this issue Jan 22, 2015
Added new attribute edit-url to enriched headline. Setting this will
make the headline clickable, on hover appears a title and pointer to
indicate that it is clickable and to explain what happens when clicking
on it. I think this is more intuitive than showing an edit icon on hover
which would be an alternative. As it is done in enriched headline we
could otherwise change the behaviour easily.

Also fixed feature name for goals no longer contains the actual goal
name.
@tsteur
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tsteur commented Jan 22, 2015

See comment in last commit:

Added new attribute edit-url to enriched headline. Setting this will
make the headline clickable, on hover appears a title and pointer to
indicate that it is clickable and to explain what happens when clicking
on it. I think this is more intuitive than showing an edit icon on hover
which would be an alternative. As it is done in enriched headline we
could otherwise change the behaviour easily.

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c: Usability For issues that let users achieve a defined goal more effectively or efficiently. Task Indicates an issue is neither a feature nor a bug and it's purely a "technical" change.
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