Expensify / App

Welcome to New Expensify: a complete re-imagination of financial collaboration, centered around chat. Help us build the next generation of Expensify by sharing feedback and contributing to the code.
https://new.expensify.com
MIT License
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[Leads to paid] Add setting up tags as an onboarding task to `Manage my team expenses` intent #49015

Closed anmurali closed 1 month ago

anmurali commented 1 month ago

Proposal: Add setting up tags as an onboarding task to Manage my team expenses intent

Problem: The vast majority of workspaces configure tags before they convert and add a card on file. From the collect usage data we did for #wave-collect, ~50% of workspaces have single level tags. Yet, during onboarding for a top down paid workspace, we don't even introduce the idea of a tag. This could suggest we don't have this feature as it is also buried under More Features in Workspace settings.

Solution: Let's add a set up tags onboarding task to Manage my team expenses intent

Set up tags task copy

Title: Set up tags (optional) Description Tags can be used if you want more details with every expense. Use tags for projects, clients, locations, departments, and more. If you need multiple levels of tags you can upgrade to a control plan.

Here’s how to setup tags:

  1. Click your profile picture.
  2. Go to Workspaces.
  3. Select your workspace.
  4. Click More features.
  5. Enable Tags.
  6. Navigate to Tags in the workspace editor.
  7. In Tags, click + Add tag to make your own.

Take me to more features.

Context for how to add a task and then show it for a specific intent selected during onboarding is here

melvin-bot[bot] commented 1 month ago

Triggered auto assignment to @anmurali (NewFeature), see https://stackoverflowteams.com/c/expensify/questions/14418#:~:text=BugZero%20process%20steps%20for%20feature%20requests for more details. Please add this Feature request to a GH project, as outlined in the SO.

dubielzyk-expensify commented 1 month ago

Mocks:

image

@Expensify/design for visibility

shawnborton commented 1 month ago

Looks good! Minor nitpick - but I think there would be a big "Mark as complete" button on the right?

dannymcclain commented 1 month ago

Yup good call Shawn. Should look like this:

CleanShot 2024-09-12 at 08 42 46@2x

shawnborton commented 1 month ago

Right on 🤙

dubielzyk-expensify commented 1 month ago

Updated mocks:

image

shawnborton commented 1 month ago

Looks good!

marcaaron commented 1 month ago

Auth PR deployed and App PR in review.

marcaaron commented 1 month ago

This should be on production now. @eVoloshchak helped with the PR review and testing so we can close this out once they get paid.

anmurali commented 1 month ago

@marcaaron - I am so sorry but finally looking at it in prod we realized the optional is kinda weird. All of them are upto the admins after all. Why is this specially optional. Can we remove that from the task title copy? Sorry again for the double work.

@eVoloshchak sent you an offer

marcaaron commented 1 month ago

No worries. It's a small change.

eVoloshchak commented 1 month ago

@eVoloshchak sent you an offer

@anmurali, no need, I'll request the payment via NewDot Could you post a payment summary please?

anmurali commented 1 month ago

Payment Summary:

JmillsExpensify commented 1 month ago

$250 approved ror @eVoloshchak