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JustAsk Best Practices

This checklist covers best practices for keeping your environment intuitive to navigate for your entire organization. It draws on experience across many implementations and provides a helpful starting point.

Housekeeping

Section titled “Housekeeping”

Must haves

  • There are documented standards for development
  • The homepage is curated using labels set to display on the “Homepage”
  • The “Verified” label is used to signal to users which content should be trusted
  • There is an internal Slack/Teams channel for analytics questions, or a clear process for getting help around data

Nice to haves

  • Users have favorited relevant content
  • Unused content is regularly deleted

Dashboard design

Section titled “Dashboard design”

Must haves

  • Dashboards are built using curated topics rather than the ungoverned All Views & Fields mode
  • Dashboards are intuitive to use with a small number of tiles (<10 tiles per page)
  • AI summaries and Markdown visualizations are used to make insights easier to read
  • Axis labels are straightforward
  • Filters have default values to limit the size of queries run by default
  • Deliveries are scheduled on key dashboards
  • The color scheme works with both dark and light modes

Nice to haves

  • Company branding and a consistent color scheme is applied

Next steps

Section titled “Next steps”