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Exploring the inline toolbar

Author: Alex Lee
Status:
Researching
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Date:
6/30/2022
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Reviews done:
1
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of
4
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Background

As Coda transitions toward honing the simple cases, things like the visual design and emotional feeling of the product become more important. In the past, we saw evidence of this with the launch of features like centered content and cover photos, and especially with the
2019 visual refresh
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. While we knew those features would be impactful ahead of time, we were still pleasantly surprised at the reception from makers and the continued enthusiasm for the dozens of small improvements we’ve done as a follow-up.
Since Coda’s inception, we’ve debated whether the toolbar should be fixed or inline. More recently, the inline toolbar was one of the features that we scoped out of the original visual refresh project. Our guiding principle behind the visual refresh was to minimize Coda UI and make more space for the user content to shine. In the same vein, the top toolbar is a piece of UI that permanently takes up real estate on the screen, even though it is not actually used that often. A majority of people who write and edit docs in a given week don’t use the toolbar. More importantly, the toolbar makes Coda docs feel more cluttered and “work in progress” for viewers and contributors. For that reason, we believe that switching to the inline toolbar will make Coda docs feel more lightweight for simple cases and more presentable for sharing with others.
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PRD-21003-Header_Toolbar-800x600.gif
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While we have always believed this change is the right direction to go, we had scoped it out in the past because we wanted to make sure to manage the transition well when we do. We decided to make this change now because it also blocks our ability to support key upcoming launches.

Who moved my cheese?
As with many other products, design changes in the UI can be controversial and draw backlash from makers. The inline toolbar is an especially sharp case of this change because it requires some adjustment to a new way of taking key actions. Moreover, there are some small scenarios that may have more friction with the inline toolbar, such as formatting the text on a blank line or in a single cell.
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af63e3f18a4f24b78d04ec1aa469fb031638b015.gif
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Given these constraints, we want to take a careful and considered approach to designing and launching this feature. Through our internal testing over the last 2+ weeks, we have received a lot of great feedback from Codans who are power users of Coda. We have run many user tests with new users across the baseline and inline toolbar variants. We plan to do additional testing and monitoring, but would love to share out what we have learned so far to collect input.

I’ve read this far
+6
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Concerns

Besides the transition, here are the key buckets of concerns that we have heard so far with the inline toolbar, along with our current thinking on how to mitigate them.
Concern
Description
Mitigation
1
Familiarity
Coda feels less familiar as a doc surface to those coming from Word, Google Docs as well as existing Coda users.
From user testing, there was no observed difference in familiarity - users in the inline toolbar variant labeled Coda as simple or similar to other tools just as often as users in the baseline variant.
Consistent with our “right over familiar” value.
2
Discoverability
It might be harder to find how to do specific things like adding a hyperlink, emoji, comment etc before selecting.
From user testing, we did not find this to be a concern. Even when users had the toolbar, they still used / commands and Explore far more often to find things.
We will watch specific metrics to ensure this doesn’t get affected.
We will continue iterating to promote the toolbar in the UI at the appropriate moments (placeholder text, right click menu, / menu etc).
3
Convenience
The toolbar doesn’t always show when I need to use it. I have to select something first e.g. blank line, single cell/column etc.
Hold down Command key - tell users this reactively and find ways to teach this in the product proactively.
Use / commands e.g. /bold, /link, /red, /emoji, /list.
We’re adding quick paragraph style switching in the 3-dot menu.
We’ll add an option in the right-click menu on a cell/row/column.
4
Noisiness
The toolbar sometimes shows up when I don’t need it, for example if I select text to read or select multiple rows/columns to move.
We have tried to strike a balance but would love feedback to fine-tune the heuristic
Find ways to make the toolbar unobstructive - e.g. make it smaller, transparent etc.
Add a delay between when you select and the toolbar shows up.
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Should we launch the inline toolbar in H1?

While we are cognizant of the concerns and want to do our best to address them, we believe there are still a number of important reasons to ship the inline toolbar. We’d love to hear some of your reasons for or against the idea. When all options have been submitted, let’s take a vote!
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Show authors
Pros
0
1
2
Hiding the toolbar would make Coda feel more lightweight for simple cases.
6
Since the inline toolbar shows up right next to your selection, it saves time compared to taking your mouse all the way up.
2
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Authors currently hidden.
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Cons
0
1
Having to select something first before the inline toolbar shows up could be confusing, especially to existing users.
4
There are no rows in this table
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Authors currently hidden.
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Next steps

Continue learning: We are still working on many ‘P1’ issues and feedback and refining a lot of the details. As part of that, we would love to collect more feedback internally and so please help us out by adding feedback. We would also love for the Go-to-Market teams to suggest makers who might have valuable input on this feature, and we plan to run additional user tests for other scenarios like coming into a collaborative doc, published doc, etc. Finally, we are considering doing an opt-in beta ahead of launching this in order to collect more feedback from existing users and ease people into the upcoming change.
Ease the transition: On the day we release the inline toolbar, users will need to switch to a slightly different way of doing things. We plan to help them by providing in-product callouts that educate them about the feature as well as holding the Command key to show the toolbar. We would also love to partner with Go-to-Market teams to produce an instructional video we can link to and be ready to provide support as necessary.
Tell the story: We plan to write a thoughtful blogpost that shares the “why” of the feature with users, similar to the
designing dark mode blog doc
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. This is an important part of being transparent and clear with our makers, as we change a product that they know and love.
Monitor data: We want to make sure that this feature does not regress any metrics around discoverability of key features or even activation of new makers. We will build a dashboard to review these metrics so that we can investigate and address any issues we find.

As a story team, we believe this feature does not lend well to running an A/B test because it could cause maker content to look different for different collaborators. And, running an A/B test also makes it harder for us to effectively tell the story of this launch and ensure that our essential help articles are up to date. We also believe that there are longer term benefits to making this change (outlined at the top), and are comfortable launching if we do not regress metrics we’ll outline in another writeup and dashboard. However, we are still open to revisiting this decision and would love your input on this.

I’ve read this far
9
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How do you feel about this plan?

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Add your sentiment
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Toggle to show everyone's pulse check (
7
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submitted. Avg of
4.29
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out of 5)
Pulse Check
Reflection
Submitted by
1
Ship it! It’s a huge improvement and I think will really benefit power users and new makers alike. My only concern is it sometimes shows up when I don’t want it, but I think we’re balancing that fairly well on the whole.
Polly Rose
2
Really enjoying this feature overall! It’s made room for some delightful visual updates like transparency over cover photos. 👏 Discoverability of certain features is the main concern I’ve had and where I imagine some roadblocks for users.
Buck Dubois
3
I’m generally bullish on this feature, and I think docs look much cleaner. Although I reacted viscerally at launch, over time I haven’t found myself missing it at all. I actually don’t think it shows up when I don’t want it, and when it does it disappears very quickly. I’d also like to find a way to do a clean in-app modal (not a large one that takes over the screen, not an intercom in-app, but one that sits in the bottom right corner of the screen and educates users at launch on a few key things to keep in mind.
Felix Marlin
4
I feel good about this change overall. The main question I have is around how do we mitigate the pain around moving the cheese. There was an initial shock for me, but I very quickly came around. So I feel we just need to figure out how to manage the migration.
James Booth
5
Great summary, research and plan. I’m very excited about the impact this feature will have, and think it will be greater than we expect, similar to the visual refresh. As with any visual change, makers will need to adjust and there will be some who don’t like it ー that’s ok, expected, and we’ve all been there with other tools. The details of communicating & rolling out the launch will be important.
Mary Jones
6
I’m very bullish on this feature and feel it gives us a better first impression. Sometimes users have a hard time articulating a change like because it just ‘feels better’. I also think the 10 commands on the toolbar may have been limiting as a first impression. Instead of feeling like a familiar doc surface I think we may have come across as a more limited text editor since word and docs have a much more complex toolbar.
Lawrence Fitzgerald
7
Unlocking new scenarios: I’m completely behind the use cases and possibilities this unlocks for the product ー this path makes sense.
Personal frustrations as a user: However, I’ve found some of the nuances around the interaction for this feature to be frustrating. At times some interactions have felt jumpy and noisy. I completely trust this team to work through the details, but imagine it might take some iteration.
Lola Tseudonym
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Dory: questions & discussion topics

Add and upvote questions or discussion topics below.
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Add a topic
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Idea
Author
Upvote
Downvote
1
Since there were some dependencies on the Go-to-Market team, can you speak to the timing of your next phase of testing and eventual launch?
Lola Tseudonym
9
2
Re: experimentation ー I’m confused by the wording, I understand that we’re aiming to understand impact through other methods, so is there a need for an experiment writeup?
Polly Rose
8
2
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Thoughts on setting up a few one-liner canned responses to the potential “who moved my cheese” questions? Even if we don’t use them, it’s worth the exercise.
Joel Davis
6
4
Is it worth setting up a form/doc/community post/something else where users can submit anonymous feedback? (post-beta)
James Booth
4
1
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Stakeholder reviews
0
Name
Title
Decision Role
Reviewed
1
Joel Davis
Project manager
Decider
2
Polly Rose
Engineer
Accept
3
Buck Dubois
Writer
Consulted
4
Alan Chowansky
UX
Informed
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