We started the project by collaborating with our product managers to strategize and determine the selection of templates to create. Concurrently, I conducted a competitor analysis and secondary research on each facilitation template. I explored the display of templates within our product and examined categorization practices both within and outside of Atlassian.

I initiated the template creation process by establishing a foundational flow for each template, collaborating closely with our content designer and Product Manager to refine and enhance it. Subsequently, I delved into the elements that could effectively differentiate steps and delineate activity spaces within the templates.

I then proceeded to create these templates within the product and encouraged the team to use them for a week, actively collecting valuable feedback from these sessions. This feedback informed iterative adjustments to terminology and structural elements for improved user experience. Additionally, I crafted a framework outlining guidelines and rules for the team's use.

Once the templates had achieved a polished state, Began the design of the template menu. I looked into information architecture in Atlassian menus, to ensure mental models cross-product align. I conducted internal discoverability tests to ensure correct categorisation.

I collaborated closely with our engineering team to integrate the templates and the template modal into the product, addressing edge cases and ensuring smooth interactions. Our final step involved conducting a thorough team test of the feature to guarantee a seamless user experience before making it available to our customers