Creating a Guideline Set

Overview

Guidelines are the foundation of your evaluations. Every evaluation requires a guideline set—it defines what you're assessing and how you measure success. A guideline set contains categories and questions that form the basis for testing your flows.

Understanding Guideline Sets

Before you create, understand what a guideline set does:

Guideline Set
├── Category: Navigation & Structure
│   ├── Question: Is the main navigation intuitive?
│   ├── Question: Can users find key features within 2 clicks?
│   └── Question: Is the hierarchy logical?
├── Category: Visual Design
│   ├── Question: Is the color contrast sufficient?
│   └── Question: Are buttons clearly distinguishable?
└── Category: Performance
    ├── Question: Do interactions respond immediately?
    └── Question: Are animations smooth?

Guideline sets are reusable across flows and evaluations. Once created, you can apply the same set to multiple flows and run different evaluations over time to track progress.

Creating a Guideline Set

You have two starting options:

Use a Template

• 4 default categories with 10 pre-written questions
• Based on common UX heuristics
• Perfect for getting started quickly
• Can customize after creation

Build from Scratch

• Completely custom structure
• Tailored to your project's specific needs
• Takes more time upfront but ensures perfect alignment with your criteria

Next Steps

Once created:

1. Add categories to organize your questions.
2. Add questions within each category.
3. Reorder items to match your workflow.
4. Use this guideline set when running evaluations on flows.