search

fleetdm / fleet

Open-source platform for IT, security, and infrastructure teams. (Linux, macOS, Chrome, Windows, cloud, data center)
https://fleetdm.com
Other
2.65k stars 379 forks source link

Fleet onboarding experience #19521

Open mike-j-thomas opened 1 month ago

mike-j-thomas commented 1 month ago

Problem

User story
As a Fleet user, trying/using Fleet for the first time (in particular Fleet Preview),
I want an easy onboarding experience in Fleet UI to help me get set up.

I was thinking about quick wins in fleetctl_preview to prepare first-time users for success with Fleet. In this Loom video I show a quick Figma prototype of a potential onboarding experience in Fleet (that uses our existing modals). MVP of this could be limited to just the main dashboard. Content could be a short welcome intro with a link to an article that gives step-by-step best practices for setting up Fleet UI and experiencing queries and policies for the first time.

This experience could evolve into a UI that directs users through the various app pages to get Fleet set up (rather than directing them to a guide on the website).

https://www.loom.com/share/3642c914f9c948439880ab6fb8e0e65e?sid=c284815f-8f28-417d-84c1-2966bcefc4b2

Potential solutions

  1. Onboarding/welcome modal on the dashboard
  2. An article that describes step-by-step how to try Fleet successfully.
noahtalerman commented 4 weeks ago

Thanks for tracking this feature request Mike. We'll weight it during the next feature fest.