These sets of terms are used to describe the position in hierarchy and the importance to a user’s task. The top level global navigation may not be the primary navigation for most of your user’s tasks.
|Position in Hierarchy||Description|
|Universal||The highest level. The hub that connects other sites with their own Global navigation.|
|Global||The level below universal. More focused information. Switch between applications. See navigating between offerings|
|Local||The lowest level. See navigating within an offering|
|Importance to a user’s task||Description|
|Primary||Navigates your user to the main sections in your UI. This may not always be top level in hierarchy. Typically seen as the global navigation.|
|Secondary||Navigates between the areas of a section. Typically seen as the local navigation.|
|Tertiary||The third most important nav to your user’s task. This navigation changes subsets of information of a page.|
|Utility||A collection of utilities your user expects to be accessed anywhere in your UI. These can be links in the header or footer that aren’t tied to a primary user’s journey.|
The UI shell is designed to be configurable. A product or platform can choose which shell components and configurations to use, based on their user and information requirements.
The UI Shell header can be used as standalone navigation for your UI when a small number of main sections do not require a secondary navigation. The header provides a place for a site title, navigation links and dropdowns, and header icons.
This configuration gives more horizontal space for the page’s content, but limits the space for navigation items in the header. This configuration also does not lend itself to sub-menus that can be persistently open as they can overlay and interfere with the page’s content. Consider using a left panel if a sub-menu needs to remain open.
The left panel allows for more navigational items and another level of hierarchy when paired with header navigation items. This arrangement means sub-menus can remain open without overlaying or interfering with the page’s content. Compared to the navigation items in the header, the left nav is more forgiving for translating titles as the number of characters in one title does not shift the position of the rest.
Navigating between offerings or sections is made easy through the app switcher. The items and order of a global navigation should remain unchanged when switching between offerings.
The app switcher (9 dot icon) makes it easy to pivot between different offerings in your UI. Consider maintaining or restoring the state of a page if your users pivot between different areas to complete tasks. Maintain states and filters brings the user back to where they were if they have gone through drill downs or welcome screens. An obvious way to drill back up the UI is crucial when bypassing drill down navigation in this way.
Use the Shell’s menu items to track the essential state elements in the URL and return the user to that URL automatically when they return.
The primary, or local, navigation takes users between areas of an offering. Generally, these ‘areas’ are collections of pages that should be grouped together so a user can undertake an end to end workflow without changing area.
Match an offering’s navigation with neighboring offerings. Following a similar application structure and navigation as the rest of the platform will minimize transitional volatility and your users will spend less time getting reoriented. Your users will be able to quickly move between screens and states in your product and their expectations for the platform’s capability will increase.
Breadcrumbs let your user see where they are in the hierarchy of the application and gives users a way to navigate back up.
In many cases users have a need to drill down into a new context (eg from an overview page to a particular project, device or asset view. For this kind of interaction of up or downwards navigation instead of lateral navigation a drill down pattern should be used.
A drill down can be triggered from any interactive element in an application, and will generally open a new page focussed purely on the object that was selected. This new page will then include a breadcrumb of the path back to the root level above the title.
Your UI may need different schemes for organizing content in different parts of your UI. Create logical groups that align to your user’s goals and helps the user understand the scope of the content.
Recently used: Ordering a navigation by recently used helps users are frequently switching between areas. This loses any logical grouping and should be used as an alternative way to navigate and not the primary.
Customized: A user customized navigation lets the user personalize the UI for their own needs.
Audience: Cautions. Tasks may overlap personas - decreasing discoverability.
Alphabetically: Organizing your navigation alphabetically is only successful if your user knows what they are looking for and how the item is labeled. Alphabetical navigation decreases discoverability in cases where your user is looking for a synonym of an item (e.g. “pop-up, modal, lightbox”).
Organization: Your navigation may be composed of multiple applications, resources, and platforms working together. The navigation should reflect an appropriate domain model and not your org chart.
When planning your product’s UI, put the emphasis on the tasks the user has to complete rather than business or technical limitations. Forcing the user to learn a new mental model for your product increases the time to productivity and creates a disjointed experience between your product and the platform.
Don’t place unbounded content in the shell side navigation. Usability drops rapidly as the number of items within the shell get too high. For this reason, do not place content that has no upper limit (such as created by users) within the shell’s side navigation. Instead make use of drill down patterns.