FIGR / UI TEMPLATE

Implementation Tracker

Implementation Tracker for post-sale teams to coordinate outcomes, adoption, stakeholders, risk, milestones, renewals, and customer follow-up.

This board reference covers customer success. Its sample screen includes Acme Systems and Orbit Cloud and the Add workstream action. Adapt its workflow to your product and design system.

Implementation Tracker

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At a glance

Screen

Workspace

Primary action

Add workstream

Pattern

Implementation Tracker workspace

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps with

The implementation tracker screen supports “Add workstream” while keeping portfolio and plans in view. It should show the current state even when data is missing or access is restricted.

What to look for

  • Primary action: Add workstream
  • Main area: Portfolio brings the user to the relevant workflow
  • Related area: Plans keeps nearby context accessible
  • Accounts: 43 in the sample screen
  • Healthy: 81% in the sample screen
  • Example 1: Acme Systems
  • Example 2: Orbit Cloud

States to consider

  • Default: Show the main workflow and its available next step
  • Loading: Preserve the page structure and explain what is still loading
  • Empty: Say why there are no records and offer a clear first action
  • Error: Explain what failed, keep entered work, and allow retry
  • Access: Show which actions require a role or permission
  • Success: Confirm the result after Add workstream and say what happens next

Where it fits

Portfolio → Plans → Add workstream → Review result

Patterns in this screen

Implementation Tracker workspace, Portfolio, Plans, permission handling, error recovery

UX choices to review

Keep owners, stages, and due dates visible as cards move between columns

In this example, Acme Systems is one of the records worth checking. Keep the sample data clearly separate from a live system.

Make blocked work and handoffs legible without opening every card

Support narrow screens without cropping important actions or statuses

Try a similar screen in Figr

Design a implementation tracker screen for an existing customer success product. Use our actual design system, components, and content rules. Cover Portfolio and Plans, include believable records such as Acme Systems, and make "Add workstream" easy to find. Map empty, loading, error, permission, and success states. Keep the result editable in Figma.

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