Save a template for Cycle Analytics/Load from template
Problem to solve
As we have more metrics and charts available we need a standard way to persist the user-specific configuration. Some charts allow selecting labels, Cycle Analytics stages and configuring each of them every time the user visits the page takes time. Users also expressed concerns that they would have to go and configure cycle stages on each project to be aligned with their chosen template, which will be nearly impossible. They would like to have stages imposed from above to try to enforce consistency, but where appropriate allow for customization. We should allow for templates to be saved, loaded, share-able.
EMs, PMs, Tech Execs
I would recommend adding the possibility to save a template for stages or load from template. We should make templates visible to the whole org and persist whatever is loaded/saved on a per group/project basis. We don't have to persist the date range, re-load with the default.
Permissions and Security
What does success look like, and how can we measure that?
What is the type of buyer?
Links / references
Let's add a "settings" dropdown (similarly to other "widgets" on this page), where the user can load existing templates or save the current setup.
- If the current setup isn't saved, show a browser-native alert: "The current stages setup isn't saved and will be lost by loading a template. Do you want to proceed?"
- Let's use a toast message (if we can) for indicating when a template is successfully saved. Message should be: "Template saved". The name input field should be cleared on successful save and the new template added to the list in the dropdown.