Lesson 02B / UX Process

User Flows And Task Models

Time
33 min
Type
Reading + Practice
Level
Intermediate
Use
Studio Support

Map what people are trying to do, where they enter, what decisions they face, and how an interface supports a successful path.

Course Role

Studio Support

Best during work sessions, critique, debugging, project planning, or final polish.

Teacher Notes / In-Class Use

Demo Live

  • Model a common student project as a user task before drawing any screens.
  • Add one edge case live so students see how flows reveal missing states and screens.

Try In Class

  • Have students map one primary task from their current project.
  • Ask students to add three edge cases or recovery paths, then revise the screen inventory.

Submit Or Check

  • The flow should include entry point, success condition, primary action, decision points, and at least one state.
  • Students should connect the flow to a screen inventory and one HTML outline.

Watch For

  • Students naming screens before naming the user task.
  • Flows that only include the perfect path and ignore errors, empty states, or recovery.

Learning Goals

  • Describe a user goal as a task, not only as a screen or feature.
  • Map entry points, steps, decisions, success paths, and edge cases.
  • Use task models to decide which screens, pages, states, and content are necessary.
  • Turn a flow into a buildable interface plan with clear routes, actions, and feedback.

Start With The Task

App and web projects often go sideways when students start by naming screens. A screen is only useful if it helps someone do something. A task model keeps the design focused on the person, the goal, and the decisions needed to complete that goal.

Before designing a homepage, dashboard, details screen, form, or checkout flow, write the task in plain language. If the task is unclear, the interface will usually become a pile of unrelated features.

  • Weak: The app needs a profile screen.
  • Stronger: A student needs to check whether their profile has the right contact information before submitting a portfolio.
  • Weak: The site needs a project page.
  • Stronger: A visitor needs to understand what the project is, what role the student played, and where to see the live result.

Core Vocabulary

TermMeaning
ActorThe person using the interface, such as a student, visitor, organizer, or client.
GoalThe outcome the actor is trying to reach.
Entry pointWhere the task begins: search, homepage, link, notification, dashboard, or shared URL.
StepA meaningful action or decision in the task.
Decision pointA moment where the user must choose between paths.
StateThe condition the interface is in: empty, loading, error, success, signed out, or complete.
Exit pointWhere the task ends, such as confirmation, saved item, submitted form, or next recommended action.

A Simple Flow Formula

Use this sentence before drawing boxes and arrows. It forces the interface to serve a concrete scenario.

As a [type of user],
I want to [complete a task],
so I can [reach a useful outcome].

The task starts when [entry point].
The task succeeds when [success condition].
The most likely problem is [edge case or barrier].

Flow Types

Flow TypeUse It WhenExample
Linear flowThe user completes steps in a clear order.Sign up, checkout, submit a project.
Hub-and-spoke flowThe user returns to a central screen between tasks.Dashboard, course portal, event app.
Browse-to-detail flowThe user scans a list, then opens one item.Portfolio projects, events, articles, products.
Create-edit flowThe user makes something, saves progress, and may return later.Profile editor, project planner, post editor.
Recovery flowThe user hits a problem and needs a way back.Forgot password, failed upload, empty search.

What To Map

  • The first screen or page the user sees.
  • The primary action on each step.
  • The information the user needs before choosing that action.
  • Where the interface gives feedback.
  • Where the user can go backward, cancel, edit, save, or recover.
  • What happens if there is no data yet.
  • What happens if something fails.
  • What success looks like at the end of the flow.

From Flow To Screen Inventory

Flow NeedPossible Screen Or Page
User chooses from many itemsListing, gallery, dashboard, search results, or filtered view.
User needs details before actingDetail page, modal, expanded card, or review step.
User submits informationForm page, multi-step form, or inline editor.
User waits for a responseLoading state, progress indicator, or optimistic feedback.
User has no content yetEmpty state with explanation and next action.
User makes a mistakeError state with specific message and recovery path.
User completes the taskConfirmation, saved state, success message, or next step.

Edge Cases Are Part Of The Design

A flow that only works when everything goes perfectly is incomplete. Edge cases reveal missing screens, copy, states, and controls before the project is built.

  • What if the user has not signed in?
  • What if the list has zero items?
  • What if the image fails to upload?
  • What if the user enters invalid information?
  • What if the user changes their mind?
  • What if the task takes longer than expected?
  • What if the user arrives from a shared link instead of the homepage?

Studio Activity: Map One Primary Flow

  • Choose one current project task.
  • Write the task using the flow formula.
  • Draw the happy path from entry point to success.
  • Add at least three edge cases or recovery paths.
  • Turn the flow into a screen inventory.
  • Choose one screen and write the HTML outline needed to support it.

Submission Checklist

  • The flow starts with a user goal, not a feature name.
  • The entry point and success condition are clear.
  • Each step has one primary action.
  • Decision points and recovery paths are labeled.
  • The flow includes at least one empty, error, loading, or success state.
  • The screen inventory matches the flow instead of adding unrelated screens.

Checkpoint

Before moving on, make sure these feel true.

  • I can define a user task with an entry point and success condition.
  • I can map a happy path, decision points, and recovery paths.
  • I can turn a flow into a screen inventory and semantic implementation plan.

Project Connection

This lesson supports current class projects.

Practice

Resources