Figma

Figma is one of the main tools that we use in the studio. It’s part of our day-to-day life and we use it to design all our projects.

In this section, we will detail how we use and how we organise Figma in mendesaltaren. Below you’ll find an example organisation proposal to show how we work on Figma.

Figma is based on the following hierarchy, formed of five layers:

This structure allows us to have control over the file management and the permissions granted to each user. Teams as well as projects have the option to restrict permission for different users on Figma. Depending on what restrictions we want and the type of account we have, it makes sense to differentiate either by teams or purely by projects.

Organisations: mendesaltaren

Mendesaltaren has a Professional Team account type on Figma, which means that we dispose of three organisational layers: Projects, Files and Pages. Each of our projects will be represented as a project on Figma and, within each of them, we create the files for that specific project.

Permissions

Permissions can be managed on a project level and on a file level. The type of access options are view-only, edit or admin. It’s important, if we are going to invite someone with editing permission, to notify the Lead Designer of the project beforehand.

By default, the projects that we create on Figma will be public to everyone. However, Figma has the option to create “View-only projects” and “Invite-only projects”.

  • For the “View-only projects” only the owner has access, that is to say, whoever has created it. The rest of the team will only be able to see the projects and the files it contains, although in theory everyone has editing permission.
  • "Invite-only projects” can be considered private projects.

Project Organisation, Files and Pages

[Project Number]_[Project Name]

In terms of files, we differentiate between the following:

  • Main – closed files that can be consulted (here is where the original source can be found).
  • Active – files that are being worked on.
  • Archived – archive of files that aren’t active and won’t be actively used.

Figma allows us to add covers to make the files easier to identify and to work with.

File cover suggestion:

  • Main: #669966
  • Active: #000000
  • Archived: #808080

To improve Figma’s performance it’s advisable not to overload the files.

For small projects, we advise separating tasks into different files and having only one Main File that will be sent to the client.

However, for ongoing projects, it’s good to work on the various functions and tasks in separate files. In fact, if the project is very big, there can be several Main Files to make it easier to absorb the information and avoid overloading the files.

How do you create a Thumbnail on Figma?

By default, Figma will show the cover photo (thumbnail) of the file on the first page. However, you can select any Frame and make it the thumbnail (right click on a Frame → Set as thumbnail)

In order for the content to appear as a thumbnail, the Frame must have the following dimensions: 620x320 px.

Generally, we will leave the first page as the thumbnail.

Naming the Files

A good naming system will make it quicker to find what you are looking for.

Proposal for a file name:

[Product Name] / ID_[File description]

Recommendation: Don’t create names that are too long so that they can be seen altogether.

Within the file, how do we work?

An example of page structures within a file:

  • Date
  • Function
  • References
  • Presentation
  • Type of project

It’s important that the name of the page describes what’s in it. It also helps to have a code so the rest of the team knows what the current state of the contents of each page of the file is. This helps to avoid misunderstandings and avoid the loss of information.

Code suggestion:

✅: Finished and reviewed
👀: In revision
⚙️: In progress
❌: Rejected
⚰️: Discarded

In order to encourage communication within the team and with the client, and to keep track of what has been worked on, we will use Version History. Version History helps us to make commits in a specific moment of the file. It’s important to use it when we have hit milestones in the file, especially in projects related to design systems or in which several functions are being worked on.  

You can read more about how to work with Version History here.

In order to organise pages, we can use the following naming structure:

[id] [name of the page]

The identifiers (id) will be incremental numbers preceded by a 0.

For example, all the pages of a Sketch file should appear like this:

  • ✅ 01 Account
  • ✅ 02 Catalog
  • ✅ 03 Profile
  • 🔩 03 Profile

Within pages, how do we work?

Within pages, we work with Frames. To organise these, we group them into flows or user stories. Each row represents a possible app or web flow that is being designed. At the start of each row, there must be a Frame (as a thumbnail) that contains the name and description of the flow that the Frames of said row are representing. The description doesn’t have to be very extensive or detailed, just enough for the rest of the team to understand the context of what’s being worked on.

To name the Frames we can follow this naming structure:

[id]_[row number][view number]

  • The id refers to the page id.
    Remember that if the page is 01 Account → page id: 01
  • The row number states the flow number where the frame is located:
    First flow → row number: 1
    Second flow → row number: 2
    Third flow → row number: 3
  • The view number will be incremental from left to right.
    Numbers 0-9 will be preceded by a zero, the view number sequence will be:
    01, 02, 03, 04, 05, 06, 07, 08, 09, 10, 11, 12 ...

For example, the flows in page 01 Account should be as follows:

  • 01_100, 01_101, 01_102, 01_103
  • 01_200, 01_201, 01_202, 01_203, 01_204
  • 01_300, 01_301, 01_302, 01_303
  • ...

Team libraries

Libraries are Figma files that allow us to share all the components and created styles with the team. Level wise and in terms of organisation, we will treat them as any other file. These will normally be used for design systems or assets that we would want to share between files and projects.

You can read more about how we work with design systems here.

In order to convert a file that is in a library, we have to publish it. Publishing is done on the Assets Panel, which is found on the left-hand side panel on Figma.

Organisation: Client

We adapt our organisation to our clients, their processes and the way they work.

Designing a Workflow with Figma

Depending on the client and the team with whom we are working, we recommend using the Organisation Team account on Figma. This is especially useful for corporate companies, because we can set up group-based organisation. This allows us to have a higher level in the file organisation hierarchy. What’s more, this type of account has the option of some advanced settings that allow us to see analytics and have more thorough control. A clear example is the library panel, which is useful to get to know the metrics of the design systems.

What are the advantages of organising ourselves into teams on Figma?

Having teams allows us to:

  • Visualise a clear hierarchy.
  • Differentiate between existing projects and products.
  • Encourage collaboration.
  • Manage permissions according to the project or product on which the relevant member is working.
  • Have one more level in file organisation.

File organisation can be understood as a directory of folders in which, on a first level, we find the teams and, on a second level, the projects that allow us to classify files by: the stage they are in, the part of the product, the platform, etc.

How does having a separate team help design systems?

Design systems help cooperation between teams and decision-making, by sharing styles and components that exist among the different files.

Having a team dedicated to design systems allows us to have more accurate control of the editing permissions and, therefore, who has permission to make changes that affect all the linked files.

In order to achieve cooperation, everyone within the organisation will be able to see the libraries and the files with viewer permission. This way, the team can view the updated documentation.

Permissions

When a new user is added to the organisation, this is added with a Viewer or Editor permission. However, specific permissions can be granted to each team and for each project.

Teams can be Open, Closed or Secret, so we can control who has access.

  • Open teams – everyone in the organisation can join the team, see all the documents and keep the same kind of permission settings they have in the organisation.
  • Closed teams – everyone in the organisation can see the existing team, but they won’t be able to join nor see the projects and the files it contains without permission from the admin.
  • Secret teams – this type of team won’t be visible to any member of the organisation, unless they receive an invitation to join.

Project Organisation

Having independent teams allows us to categorise and organise files by project within the teams. This way, each team will represent a type of file:

  • Main – closed files that can be consulted (these files are where the original source can be found).
  • Active – files that are being worked on.
  • Archived – archive of files that aren’t active and won’t be actively used.

The organisation of files and folders will be done in the same way that we explained in the section Organisation: mendesaltaren.

Analytics

The Admin Console is especially useful when working with a design system.

Figma allows us to have active libraries by default in the organisation files. This can be very useful for brand assets and resources, like cursors or thumbnails. Libraries by default are activated from the Admin Console.

Only Organisation Admins can access the Admin Console. In order to access this we need to go to the organisation settings tab.

Admin Console / Libraries

From the Admin Console we can also access the statistics of components and the styles within a library.

Recommended Plugins

These are some of the most used plugins:

Find and Replace

Content Reel

Sorter

Google Sheets Sync

Autoflow

Redlines

Authors and co-editors

Autores y colaboradores

Patricia Pérez

Head of People
The studio
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