Contents:
What is a user persona
Creating user personas is a great help to describe our typical groups of users or customers. These fictional characters can personalize the target users. Personas describe people who share similar characteristics. Think of each persona as a single customer. Each persona needs to be described in detail, including his/her goals, motivations, pain points, expectations, and any other information that might be useful to know before starting development.
Persona goals help us to better define the core functionalities of the product and they’re essential to the product strategy. We only need to answer the question of what the product needs to do to solve the problems of the personalities or to satisfy their needs.
Global and local personas
Global persona
create global persona in Persona menu on your Dashboard
only Workspace Admins and Subscription Admins create and update global personas
any update made in global personas will be synced to all story maps
all global personas are available to use on any story maps
Local personas
create local personas on the story map itself
it only relates to the story map where you created your persona
Admins and Members can create local persona on the story map
How to create a persona template
The persona template helps to create a standard structure to all user personas on StoriesOnBoard. All personas will be created according to the template.
Open your Dashboard
Click on “Personas”
Select “Settings”
Add the required custom fields
Add personality custom fields
How to create global personas
Personas are created based on the predefined persona template as shown above.
Open your Dashboard
Click on “Personas”
Select “Add a new global persona”
Choose avatar
Name the persona
Add user role
Add description
Add user goals
Add pains
Set technical skills level
Set usage frequency level
Set feedback frequency level
Note: Only Workspace Admins and Subscription Admins create and update global personas.
How to create local personas
Open the story map
Select the “Persona” panel
Click on “Add new persona”
Choose avatar
Name the persona
Set user role
Add description
Add goals
Add pains
Set technical skills level
Set usage frequency level
Set feedback frequency level
How to add personas to cards
Add persona to cards | Story map view
Open the story map
Navigate to the card you want to add the persona
Click on the three dots menu
Select “Personas”
Click on the persona you want to add
Add persona to cards | Card view
Open the card you want to add the persona
Click on add persona icon
Select the persona you want to add