GoAhead GoAdmin CRM Audit.xlsx

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P
1	Feature	Screen	Components/Entities	Evaluation methods	Criteria	Severity	Issues	Recommendations	Design effort	User impact	ID (optional)	Screenshot (optional)	Notes	Design status	Figma link	Implemetation status
2		All screens	Navigation	Heuristic	Consistency and standards	Low	Icons are sharp style while the rest of other icons are rounded	Change to rounded style to maintain consistency	Low	Medium				Done	https://www.figma.com/design/xYO5DK6X29DUSUsqwa1RAp/GoAhead-CRM?node-id=9409-7865&t=Ww4X9IoOXTDZyixr-11	Done
3	Leads management	Leads management	Bookmarks	Heuristic	Match between system and the real world	Low	Icons used in system bookmarks are difficult to understand	Change icon	Low	Low			Would tackle this together with Bookmark management ticket	Doing
4	Leads management	Leads management	Bookmarks	Heuristic	Flexibility and efficiency of use	High	Scalability issue. Users would have difficulties locating their saved bookmarks once there are too many bookmarks	Bookmark management feature	High	High			Would tackle this together with Bookmark management ticket	Doing
5	Leads management	Leads management	Table settings modal	Heuristic	Consistency and standards	Low	Quick options are having different functions (single-select vs multi-select) but having same UI	Change component: "None" checkbox -> Deselect CTA, subtle btn, place on the right-corner	Medium	Low
6	Leads management	Leads management	Table settings modal	Both	Content	Low	Inconsistent wording usage of "column" vs "fields" might lead to confusion	Only use "fields" and should be consistent across features	Low	Low	C2
7	Leads management	Leads management	Filters & Sorts modal	Accessibility	Recognition rather than recall	Medium	All filters look indistinguishable, thus it is diffcult to look for a specific filter	Regroup. Use icons and color codes to distinguish	Medium	High
8	Leads management	Leads management	Modal	Heuristic	Consistency and standards	High	Link Whatsapp business popup is inconsistent with other popups. Important message isn't highlighted enough for users to pay attention to	Add heading. Make "Please note that..." more prominent	Low	Medium	D1			To do
9	Leads management	Leads management	Button	Accessibility	Navigation	Medium	Upload btn: users dont know only csv file is allowed before clicking	Change btn_txt: Upload -> Upload CSV	Low	Medium	D1			Done
10	Leads management	Leads management	Modal	Heuristic	Aesthetic and minimalist design	Medium	Stage modal might need less cluttered layout for users to skim and scan info faster	Add heading. Vertical stepper UI	Medium	Medium	E1			To do
11	Leads management	Lead details	Form	Accessibility	Content	Low	Add phone appointment form has no heading to quickly indicate users what they need to do	Add heading	Low	Low				To do
12	Leads management	Lead details	Modal	Accessibility	Navigation	Medium	Schedule message popup: "Send" btn gives an impression that messages would be sent immediately, thus users might end up not using the feature for fear of sending messages at wrong timing	Change btn_txt: Send -> Schedule (message)	Low	High				Done
13	Inbox	Inbox	Selection items (Radio/ Checkbox/ Toggle)	Accessibility	Navigation	Medium	Same UI for both single and multi-selection, unclear selected vs default stage -> confusing	Different UI to visually describe distinction	Medium	Medium	D2			Done	https://www.figma.com/design/xYO5DK6X29DUSUsqwa1RAp/GoAhead-CRM?node-id=9411-128374&t=Ww4X9IoOXTDZyixr-11
14	Inbox	Inbox	Toast message	Heuristic	Consistency and standards	Low	Inconsistent with other toasts (have icon while others don't have)	Standardize toast message component	Medium	Low				Done
15	Inbox	Inbox	Button	Accessibility	Navigation	Medium	Preview template icon_btn: look unclickable, difficult to tell/guess the eye_icon is for preview template	Add "Preview" txt next to icon. Move btn to the right	Medium	Medium				Done
16	Inbox	Inbox	Message template	Accessibility	Typography	Low	Wrong hierachy -> difficult to read. High chances people would skip it	Place the explanation abt view mode on top of Whatsapp component	Low	Low
17	Inbox	Inbox	Message template	Accessibility	Content	Low	"Parameter" as a technical term	Change txt: System, Placeholder?	Low	Low
18	Automation	Blast details	Button	Accessibility	Navigation	Medium	Stop and pause btn could be clearer	Add txt next to icon	Low	Medium
19	Automation	All screens		Heuristic	Help and documentation	High	Difficult to understand what all features are about	Onboarding flow + Guideline section	High	High				To do
20		All screens		Heuristic	Aesthetic and minimalist design	Medium	Too much red makes the eyes tired in a long run	Color code improvisation: only use primary-red for important CTA and interaction areas. Use black as secondary tone. Introduce few more tertiary tones.	High	High				Doing
21		All screens	Button	Other		Medium	Difficult to tell which CTA btn is primary, secondary	Standardize across features	Medium	Medium				To do
22		All screens	Form	Heuristic	Consistency and standards		Single select UI are not consistent across forms	Turn all 2-level drop-downs into 1-level. Add labels for group options. Change selectable parents into a child selection item	Medium	Medium				Done	https://www.figma.com/design/xYO5DK6X29DUSUsqwa1RAp/GoAhead-CRM?node-id=9452-137454&t=OkiEwEObsZXIpsgi-0
23			Form	Heuristic	Flexibility and efficiency of use		Date picker in Fixed - Custom can be improved to pick the date faster	Once clicking Custom, the calendar view appear immediately to select faster. GMT+7 timezone is selected by default. "Today" is outlined to indicate which date it is	Medium	Medium				Done	https://www.figma.com/design/xYO5DK6X29DUSUsqwa1RAp/GoAhead-CRM?node-id=9452-137272&t=1bmTgf4bzFKGsf8s-0
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