24 August, 2016

Labels on Mobile Forms

Labels describe the purpose of form controls, including text fields, check boxes, radio buttons, drop-down menus amongst others. On mobile apps, screen real estate is limited. This forces app developers to save space by placing labels in varying positions on tiny screens. Labels can be placed in many different ways. I cover five varied approaches in this article.
Positioning Labels – The Right Way
1. Inline Labels
Labels placed inside the form field are called Inline Labels. These continue to be a fad for many programmers after Apple introduced them in most of their apps.
Image Source: Dash Lane app
Pros
  • Simplistic look
  • Space efficiency and better use of mobile real estate
Cons
  • Loss of Context – When user begins typing or even upon entering the field, label is lost thereby taking away the memorability aspect of the field
On Dash lane app, text fields have an inline label. Tapping on the text field keeps the inline label intact, until user starts typing into it. If user deletes existing data, inline label re-appears, to remind the user about the context of the field, just in case, user forgot what the field means.
Inline labels suit best on forms with fewer fields. E.g., on login forms, , it’s hard to forget which field is for what kind of input(username, password), for most part as there are just fewer fields with a straightforward goal.
Inline label could be a great feature if it is used in the right way. A good approach is to use it as supporting text or short descriptions that provide cues to users.
Luke Wroblewski, writes simple guidelines for input labels in his book, Mobile First.
A label within an input field:
  • Should never become part of someone’s answer. This seems simple enough but still happens quite frequently when things haven’t been loaded or aren’t coded correctly. Ever try searching only to find the word “search” has become part of your query?
  • Should not be confused with an actual answer in an input field. If labels and inputs look too similar, people might (rightly) assume an answer has already been provided for them. I’ve seen this happen too often in usability testing.
  • Is usually absent when someone starts answering a question and when they finish answering a set of questions. This can make it harder to know which question is being answered or to go back and check answers after the labels are gone.
2. Floating Labels
Image Source: Google Material Design
Material Design guideline, introduced us to floating labels, i.e. the label appears as an Inline Label on the screen (Description field). As soon as user starts typing into the field, the label slowly floats upwards and places itself at the top of the field (Title field).
A downside to this approach is that, unless the features are coded for accessibility, visually impaired users might find it difficult to understand this behavior.
3. Top Aligned Labels
Labels are aligned above input fields, hence the name Top Aligned. I forgot the mobile app from where I picked this screenshot. That leads us to another problem. Shouldn't each screen have app logo on it, just in case, amnesia patients like me could recollect which app we are on? Well, I can only say, the world is tough out there.
Pros
  • Faster completion time from users as per Matteo Penzo’s findings
  • Works well for long labels
  • Labels that require localization might have good flexibility
Cons
  • They take up a lot of vertical real estate, leading to perennial vertical scrolling / swiping for long-ish mobile forms
4. Right Aligned Labels
Image Source: www.css-tricks.com
Labels are right-aligned while input fields follow them in left-alignment.
Pros
  • Slightly slower completion times compared to top aligned labels
  • Less vertical space
Cons
  • When labels change, this alignment leads to flexibility issues in the layout
5. Left Aligned Labels
Image Source: www.css-tricks.com
Labels are left-aligned while input fields follow them in left-alignment.
Pros
  • Best suited for forms where users need to slow down and scan the fields. For e.g., bank forms
Cons
  • Slowest completion time compared to top aligned and right aligned labels
  • Difficult to parse fields on long forms
Luke Wroblewski, has talked about top, right and left aligned labels in an elegant way, here that is almost impossible for me to beat. 
Image Source: Polar mobile app
As you notice in Polar mobile app above, inline labels can be used as placeholder texts inside input fields to complement labels with additional information. Notice that Polar has ensured that branding is intact on login screens with their 'Join Polar' title. There is little possibility that a user forgets which app this is. By the way, Polar app was designed by Luke Wroblewski, which was acquired by Google a while ago.
Labels appear to be the least important elements on mobile screens, yet play a major role in how these screens appear to users. We need to pay attention to not just their behavior, but also their placement.
How do you handle labels in your apps?

03 August, 2016

An Introduction to Visual Design and the Goals


Visual Design is the process of visual problem solving through the use of typography, space, images and color. Visual design is used interchangeably with Graphic Design and Communication Design due to overlapping skills involved.

Examples of visual design include creating logos, publication of books, magazines, newspapers, print media, website/mobile graphics and so forth. Key purpose of visual design is communication through the image, functional to the disclosure of a message or information.

User Experience Design != Visual Design
User Experience Diagram by Dan Saffer

Many colleagues and friends I work with think that Visual Design means User Experience Design and vice versa. They are surprised when I mention that User Experience Design is a superset of 13+ disciplines. Dan Saffer, world renowned author designed the User Experience Design diagram based on his several decades of experience. In short,

Visual Design is a subset of User Experience Design.

Three Goals of Visual Design
As per Scott Klemmer, Visual Design has three main goals:
  1. GUIDE: Guide people to convey structure, relative importance, relationships
  2. PACE: Set up the pace of the interaction to draw people in, help orient, provide hooks to dive deep
  3. MESSAGE: Use Visual Design to express the meaning of the interaction and style, breathe life into the content

Visual Design Tools

Google Website

Google website demonstrates simplicity at its best. With a search box in the middle of the screen, important tabs in the header and less important items in the header, it demonstrate what it takes to retain users.
NDTV Website

Check out an Indian News website above. Layout and Content organization are very different compared to what Google search did.

Fresh Menu Website

Things might change drastically for a Healthy Food Ordering app like Fresh Menu where people would like to know the variety of food offered on a daily basis. 

As you notice in above screenshots, visual design is very different. Visuals and Content have varied layouts, organization and hierarchy in each website. In general, three main tools accomplish good visual design. They are Typography, Layout and Color. In simpler terms, paying attention to these simple tools can help you accomplish good aesthetics.
What does good visual design mean to you?


15 July, 2016

How to Highlight Required Fields on Mobile Forms


I got a little challenge the other day from one of our PMs, Sarin:
Distinguish between Required vs. Optional fields on mobile forms without overcrowding the form 
Problem Statement
Consider a mobile form where most fields are mandatory with a ‘Submit’ button. This button is in disabled state until user enters valid data in all fields. These days, many mobile apps follow this practice. However, users might be in grief, not knowing what they have to do for the button to get to enabled state. I have drawn inspiration from Luke Wroblewski’s great body of work on forms  and Erin Walsh to outline few approaches I think are useful to solve above problem:
1. Colored Borders
Few mobile forms follow an approach wherein all required fields are highlighted with a colored border by default, when the user lands on the screen.  The colored border goes away once user enters valid data in corresponding fields. In some cases, colored borders can blink or glow to garner attention.
Cons
  • Mobile forms appear overcrowded due to colored borders, if most fields on the form are required, hence creating visual noise
  • User might be shocked to see so many errors, as soon as he lands on the screen, even though he has not started to do anything on the form, yet
2. Secret Asterisks
Asterisks have existed in web development world for decades to indicate required fields. A general rule of thumb is to put an asterisk symbol next to a required field label with a tiny note in the header/footer saying, ‘* symbol indicates this field is required’ message.
Cons
  • Users hardly pay attention to asterisks on mobile forms.
  • Non-tech savvy users might wonder what the asterisk symbol means, especially if they don’t notice the ‘* symbol indicates this field is required’ message or if this message is absent.
3. Using Auxiliary Labels
Another approach to highlight required fields is to add auxiliary text ‘(optional)’ or ‘(required)’ at the end of label to indicate whether this field is required or optional.
Cons
  • Too much of content for labels has issues if forms need to be localized in multiple languages
  • This approach has content overload issue if forms have too many fields. Imagine a form with 15 labels where 12 are optional and 3 are required. The form gets heavily overcrowded due to auxiliary text. Vice versa, imagine a form with 10 required and 5 optional fields. Same problem pursues.
Auxiliary approach appears reasonable in few ways, provided following improvements are considered.
  1. Use ‘(optional)’ or ‘(required)’ based on which of these field types are fewer in number. For e.g. if most fields are required and very few are optional, indicate ‘(optional)’ for optional fields only as they are fewer in number. Vice versa, use ‘(required)’ for required fields if required fields are fewer in number
  2. Another rule of thumb is to eliminate optional fields on mobile forms, if that is a feasible option
4. Information Messages
An information message is placed in the header and/or footer that reads, ‘Please enter data in required fields to proceed’ or a similar one.
Cons
  • There is a risk that users do not notice this message due to placement, font style, size and color.
5. Animation
If mobile form has too many fields, having visual cues like asterisks, auxiliary labels or colored borders may not really help. This is usually the case where forms are lengthy and user is either at the top of bottom of the form. In such instances, it might be good to do the following:
Introduce an animation where text field moves left to right for a few interactions. This can be combined with mobile device vibration feature for better effect. Booking.com mobile app uses this approach on login form below:
Another way might be to time the behavior. If user hasn’t entered any information on the form for let’s say, 5 seconds, user focus can be taken to the required field where animation effect is displayed.
Cons
  • Animating all required fields might lead to chaos; they may have to be defined in a methodical way
  • Timing animations may or may not work depending on user behavior and demography
What is a suitable approach?
After analyzing above 5 approaches, I was still with the same problem in hand statement and no solution yet. When I proposed these approaches to few developers, they shared their views on pros and cons of each approach. At this point, it dawned on me to use a combination of multiple approaches to solve the problem I set out to solve rather than hanging onto one approach.
  1. A message, ‘Please enter data in required fields to proceed’ is displayed at the footer near the disabled action button
  2. Fields are indicated as optional or mandatory fields [Use ‘(optional)’ or ‘(required)’ based on which of these field types are fewer in number. For e.g. if most fields are required and very few are optional, indicate ‘(optional)’ for optional fields only as they are fewer in number. Vice versa, use ‘(required)’ for required fields if required fields are fewer in number].
  3. If user is on the form for 3-5 seconds and :
          a. User does nothing because ‘Continue’ button is disabled
          b. User taps on ‘Continue’ even knowing that it is disabled
In (a) and (b) above, required fields glow with a sky blue colored border to indicate that these fields are required for user to enter. If user is at the bottom of the screen, focus is drawn to the first required field on the screen. Blink is better than glow effect, but from accessibility point, blinking is bad for photosensitive users.
As you notice, we have used Information Messages, Auxiliary Labels and some Motion Design to accomplish desired effect. Several times, we may have multiple approaches or techniques to solve a problem. The challenge is to pick the right approach and validate if selected approach solves the problem in its entirety. Customizing a suitable approach by collaborating with different stakeholders helps in coming up with a good solution that is good enough, if not great. An iterative development process helps refine the identified solution over a period of time.
Have you faced a similar problem before?

01 July, 2016

Mobile Calendar Essentials for Flight Booking Apps



Choosing travel dates is one of the frustrating experiences for travelers while booking flights, hotels or taxis using mobile apps. Few super-slick calendars and date pickers are abundantly available, yet the nightmarish experience of date selection remains.

General Guidelines for Calendar Behavior
I have used calendar feature in different contexts - booking appointments, hotels, buses and amongst others. I faced many problems, I have got confused and frustrated, sometimes, literally stalling my task and walking away. This post is a result of those experiences and questions I asked myself about the workings of a calendar while using flight booking apps.

There are several guidelines to consider while designing calendars for a seamless experience. Some of them are:
  • Date selection screen could be a single screen where user can select Departure and Return dates at one go (tabs or segmented controls or other ways)
  • Calendar highlights current date, departure and return dates. Current date has a text ‘Today’ below the date for memorability purposes in addition to a color background (Note that colored background alone could be hard on color blind people)

  • Months are scrollable using swipe gestures. Icons like <, <<, >, >> are not a good fit for mobile
  • Travel dates need to be highlighted once selected with a range. I.e., if 29th June and 2nd July are selected, the days in between these dates need to be highlighted to represent the range or the number of days.
  • Drag and Drop of dates is supported. However, do not force the user to drag and drop for dates that are far apart, because it might be hard on the user to drag and drop instead of selecting in such a case

  • Clean interaction / animation is defined and executed for each transition / behavior change / state change on date picker [This is a broad and vague goal that needs a separate blog in itself]
  • Ability to modify departure or return date independently. Tapping on departure date field should show date picker screen with focus on Departure Date tab and similarly for return date.
  • For round trips, user has to be prompted to select a return date using suitable animation that provides a strong visual cue
  • Provide Cancel and Done button on calendar screen to give freedom and control to user. This is debatable because is some user tests, it was found that users expected the screen to auto-close once date selections were made. In few other tests, users were wondering why the screen closed without any action from their side. Such tradeoffs are very common while solving UX problems.
  • Keep buttons, tabs and other critical information on top of the screen for better visibility. This is valuable from an accessibility point of view as differently-abled users are also used to finding critical information at the top.
  • Local timezone (place of booking) is considered for date selections. Note that flight dates will be local time zones of respective countries where the user is visiting.
The above list is a set of guidelines, not hard written rules. Hence, they may not be applicable in all contexts. You need to pick the ones that suit most to your context.  

What's Your Experience With Calendars?

P.S: Special Thanks to Suresh Chelliah, Binoy Vijayan and Mohanraj for their review comments on this article.

15 June, 2016

The Power of Parallel Prototyping Approach


A prototype is an early sample, model, or release of a product built to test a concept or idea. It is a term used in a variety of contexts, including semantics, design, electronics, and software.
Startups celebrate prototypes. Most startups today, start with building samples of features or interfaces, show them to potential users, gather feedback. They, then, iterate on the feedback by improving on the initial prototype. Nordstrom Innovation Lab did a wonderful job with prototyping while building a Sunglass iPad App.
Characteristics of a Good Prototype
Each prototype must have below characteristics:
  • Prototype does not represent complete functionality or low level details
  • Prototype are easy to change
  • Prototype is a throw-away deliverable, knowing that initial prototype matures to a satisfying idea or minimal viable product
Types of Prototyping
  • Paper Prototyping: Prototypes are created on paper
  • Video/Audio Prototyping: Prototypes include video and/or audio demonstration of how the product might potentially work in a real environment
  • Digital Prototypes: In some contexts, paper or video prototypes are given shape by building them using digital tools like Photoshop, Axure or other prototyping tools, which are known as digital prototypes

Key stakeholders for different prototypes include immediate colleagues, product managers, development and QA teams, potential clients, existing clients, investors or others who may find benefit in initial designs.
Research Based Approach to Prototyping
 Serial vs Parallel Prototyping (Image Source: Steven P. Cow)
Prototyping can be performed using two approaches listed below:
1. Serial Prototyping
This is an approach where only one prototype is created for a design problem and critiqued. Sometimes, multiple prototypes could be created, but design critique happens one at a time by hiding other designs, without comparing multiple prototypes.
  • Only one prototype is critiqued at a time
  • Stakeholders review the prototype and provide suggestions
  • Stakeholders are forced to think from the perspective of the only available prototype and may not get diverse ideas to critique
2. Parallel Prototyping
This is a prototyping approach where three or more prototypes are created for a particular design problem and critiqued at the same time.  
  • Multiple prototypes are critiqued at a time
  • Features from multiple prototypes can be used to create a new prototype
  • Stakeholders can choose from multiple prototypes
The Power of Parallel Prototyping
Steven P. Cow's team conducted an extensive study to understand parallel approach and found that parallel prototyping leads to better design results, diverse ideas, and increased efficiency.
Parallel approach is beneficial compared to serial approach as it facilitates comparison and collaboration. Other benefits include:
  • Promotes individual exploration
  • Feature sharing among multiple prototypes
  • Promotes team work and consensus among prototypes
Asking right questions early in the product development cycle helps in identifying gaps and ironing out complex flows. Parallel prototyping approach might be the way forward to build good prototypes.
Scott Klemmer, Associate Professor at University of California, San Diago once said:
Prototypes are questions. Ask lots of them
Are you asking right questions?

01 June, 2016

Design for All Five Senses - A Multi-Sensory Approach to Design



Jinsop Lee, an industrial designer, believed that great design appeals to all five senses. He called this, the Five Senses Theory. Jinsop also gave a Ted talk on this topic long time ago. According to him, one can grade any experience on all five senses. For e.g, you can grade eating noodles on sight, smell, touch, taste and sound. Similarly, you can grade your biking experience. Jinsop graded himself on a bunch of adventure experiences like bungee jumping, playing games on two different consoles and others. The five senses graph for Jinsop’s experience on Nintendo Wii against older gaming consoles is displayed below. This clearly tells which gaming console he preferred.
This Five Senses theory can be applied to User Experience Testing too. Users can be asked to review the applications under test and map them on a scale of 1-10 on all five senses. The broader the area covered, the better the experience. Further, this theory can be customized to rate the applications at features level or flow level. The Flow example below describes user’s experience when he was using (learning) the app ‘X’ for the first time.
 The Feature example below shows how the user felt about ‘Seen’ feature on Facebook Chat window.
Several such experiments can be performed with users/testers to understand how different senses respond to different scenarios in applications. Like any other framework driven by individuals, Five senses theory has its limitations too:
  1. It varies from person to person as everyone’s senses may not work the same way.
  2. All senses may not be applicable for all people. For some specially abled people, they may not even be able to hear or see.
  3. It is hard to implement on large sets of users
  4. For some products, all senses may not be applicable. For example, how do you rate this article for taste using this theory?
Despite its drawbacks, Five Senses Theory is a good technique to understand how products can be designed by cracking into the pulse of users.
Have you tried a similar approach before?