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SFDO-Community / GrantGuides

The Grants Content Kit stores and organizes grant proposal content in Salesforce, allowing grant writers to streamline applications starting with their best content.
BSD 3-Clause "New" or "Revised" License
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Grant Editor Tab #92

Closed marycrow closed 7 months ago

marycrow commented 1 year ago

OVERVIEW UI Enhancement - The Grant Editor tab right next to the first tab makes selecting which grant to edit confusing.

Along with that thought, having the Applications In Progress component higher on the left and moving the Grant launch wizard to the right above the donut chart might help with the confusion.

ACCEPTANCE CRITERIA

OUT OF SCOPE

BACKGROUND/REFERENCE

andypfp commented 1 year ago

When there was no grant application data in the system as a first time installer, I was drawn to the grant editor tab first and it took me some poking around to find the start a new grant application on the home tab. May make sense to have this be more explicit for first time users.

cidarm commented 8 months ago

Document as a known issue.

iandrosov commented 8 months ago

Add Create New Grant UI component to Editor

Image

marycrow commented 8 months ago

@iandrosov For review at the next meeting - The added UI is great at the start, but it may be better for ongoing use to have a button similar to the Ai button in the same area above to start a new grant.