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Status Released
Created by Emma Gattuso
Created on Aug 12, 2025

Add a “Save as Draft” or “Mark as In Progress” option before Scope Activation

Scope with Offerings - Usability Testing Findings

Summary of User Feedback:

Users highlighted that the current scoping experience assumes a single, linear flow. In reality, scoping is iterative and often collaborative. They need a way to pause, revise, and return to incomplete work without being forced to activate.
Quote:
“I wish there was a ‘Save as Draft’ button before you activate.”
“You don’t get confirmation that something’s saved—it just moves you on.”

Context:
This feedback reflects users' mental model of scoping as a flexible process, not a one-and-done task. Explicit "save" actions would give users more control and clarity.

Workspace Territory United States