Develop standards and style guide for platform terms
Throughout the platform there are little differences in terms for things that suggest there is no style guide or standards for the way things are named. I like to call this the CTA Group Problem. Here are some examples:
The page title on Report Builder is Reports 2.0
For date filters in reports FY is Current and Previous, Month is This and Last, but also "Current and Previous", Weeks are also This and Last.
FY, FQ, CY, CQ are needlessly confusing as abbreviations and make the dropdown search difficult to use.
In reports, Calls To Action have "Assignees", but in creating playbook tasks I can assign the task to the "CTA Owner". It seems like Success Plans have owners and CTAs should have assignees.
Consistency would help with usability, I'm always guessing when navigating menus which thing I'm looking for, "Is it This FY or Current FY?"
The page title on Report Builder is Reports 2.0
For date filters in reports FY is Current and Previous, Month is This and Last, but also "Current and Previous", Weeks are also This and Last.
FY, FQ, CY, CQ are needlessly confusing as abbreviations and make the dropdown search difficult to use.
In reports, Calls To Action have "Assignees", but in creating playbook tasks I can assign the task to the "CTA Owner". It seems like Success Plans have owners and CTAs should have assignees.
Consistency would help with usability, I'm always guessing when navigating menus which thing I'm looking for, "Is it This FY or Current FY?"