Description
Extra information in comment on Asana: https://app.asana.com/0/1129400186358085/1136357868952291
One issue that our users have is they are not aware of how much customization is already possible with the settings we provide, or they don't understand how they can leverage this to create more unique charts and tables.
To re-mediate that, we could add an intermediary step, in which users could select between 2-4 'templates' which would really just be different default settings for the chart they create. These would be created by us.
As we implement that, we might as well allow users to create their own templates, and our own 'default' templates would be handled the same way as user templates are.
Features to be added:
Create Template From Chart
We could simply add a button here: https://i.imgur.com/aHBMTBx.png
This button would open a popup where they can name the template, a submit and cancel button.
Template Menu
Under 'Chart Library', we could add a "Templates" menu. This menu would contain all user-created templates, and users would be able to either rename or delete those templates. It could use a similar interface to the library, with the ability to filter by type.
Default Templates
To showcase users the different possibilities with our charts, we should create some default templates as well for some of the charts. For example, we could show something like this for tables: https://imgur.com/KzqMXst
For the initial default templates, there should be around 3-6 per chart type. One default per library + all the variations. For you to import them, maybe I can create an instance that contains all the templates and export it for you.
Using Templates
The process would change to this, when creating a new chart:
1- User creates chart (unchanged, but we remove the library selection box)
1.5- User gets a selection screen in which they choose which template to base their chart on, they would be able to choose from either default templates or user templates.
2- Regular customization with the template's settings (unchanged, loads default information from template)