Steppers and wizards
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