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Wizards


A Wizard is an assistant that guides the user through a series of small tasks (reflected as steps) that create a bigger task which must be completed to achieve a goal.

Use Case

  • When the system or application is requesting the completion of a complex task that is mandatory for the user to do, in order to continue the main workflow.
Type
Type
HTML

Do's & Dont's

Define the needed user's actions beforehand
Breaking down a process into steps is a very detailed work that requires considering both the process and the target user.

When creating a Wizard, please be mindful that its steps needs to be carefully tailored depending on these aspects.
A Progress Indicator is not a Wizard
Is important to notice that these two components are different, but related. A Progress Indicator can be part of a main screen, for example; and it is also a medular part of a Wizard.

The Wizard, on the other hand, take other components (as the modal, and other form controls) due to the complexity of the tasks it manages.

A Progress Indicator handles less complex tasks than a Wizard. For more information, refer to the respective Use Cases.
Wizards are always disruptive
Also be mindful that including a Wizard will break -on purpose- the workflow of the user, as it is a way for the system to ask for data that, if not provided, will not allow the user to continue anyways.

Once again, avoid disrupting the user workflow if it is not absolutely needed.