Steppers and wizards are design patterns that break down complex processes or forms into a series of manageable steps. They guide users through a task or workflow in a structured, sequential manner, reducing cognitive load by focusing attention on one step at a time.

Benefits and Use Cases
  • Simplifies complex processes. By breaking down complex tasks into smaller steps, users can focus on one part of the process at a time.

Example

In Cluster, use a stepper for the process of creating a new project, guiding users through naming, setting up collaborators, and initial content organization.

  • Provides clear progress indication. Users can see where they are in the process and how many steps remain.

Example

Implement a wizard for Cluster's AI configuration process, showing users their progress as they set up automated content analysis and summarization features.

  • Reduces errors. By focusing on one step at a time, users are less likely to make mistakes or overlook important information.

Example

Use a stepper in Cluster's content publishing workflow, ensuring users complete all necessary steps like adding tags, setting permissions, and scheduling before publishing.

  • Improves completion rates. The clear structure and progress indication can motivate users to complete all steps.

Example

Implement a wizard for Cluster's onboarding process, guiding new users through profile setup, initial content creation, and team invitations.

Psychological Principles Supported
  • Chunking. Steppers and wizards break down complex processes into smaller, more manageable chunks, reducing cognitive load.

Example

In Cluster's content creation workflow, use a stepper to separate the process into distinct phases: ideation, drafting, editing, and publishing.

  • Progressive Disclosure. These patterns reveal information and options gradually, preventing users from feeling overwhelmed.

Example

In Cluster's AI setup wizard, progressively disclose advanced options in each step, allowing users to configure basic settings first before diving into more complex options.

  • Goal-Gradient Effect. As users complete each step, they feel closer to their goal, increasing motivation to finish the process.

Example

In Cluster's project setup stepper, show a progress bar that fills as users complete each step, motivating them to finish the setup process.

Implementation Guidelines

DON'T

Include too many steps, which can make the process feel overwhelming

Force users to complete steps in a strict order if it's not necessary

Hide important information behind optional steps

Use ambiguous or technical language in step descriptions

Forget to provide a way to save progress and return later for longer processes

DO

Clearly label each step and provide a brief description of what's required

Show the user's current position in the process and how many steps remain

Allow users to review and edit previous steps when possible

Provide clear next and back navigation options

Use visual indicators (like progress bars or completed step markers) to show progress