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[Leads to paid] Add setting up tags as an onboarding task to Manage my team expenses intent #49015

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anmurali opened this issue Sep 11, 2024 · 14 comments
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Engineering Internal Requires API changes or must be handled by Expensify staff NewFeature Something to build that is a new item. Reviewing Has a PR in review Weekly KSv2

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@anmurali
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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

@marcaaron marcaaron self-assigned this Sep 11, 2024
@marcaaron marcaaron added Daily KSv2 Engineering NewFeature Something to build that is a new item. and removed Daily KSv2 labels Sep 11, 2024
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melvin-bot bot commented Sep 11, 2024

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.

@melvin-bot melvin-bot bot added Weekly KSv2 and removed Daily KSv2 labels Sep 11, 2024
@marcaaron marcaaron moved this to In Progress in [#whatsnext] #convert Sep 11, 2024
@marcaaron marcaaron added Internal Requires API changes or must be handled by Expensify staff Daily KSv2 and removed Weekly KSv2 labels Sep 11, 2024
@marcaaron marcaaron added the Reviewing Has a PR in review label Sep 11, 2024
@melvin-bot melvin-bot bot added Weekly KSv2 and removed Daily KSv2 labels Sep 11, 2024
@dubielzyk-expensify
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Mocks:

image

@Expensify/design for visibility

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

@dannymcclain
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Yup good call Shawn. Should look like this:

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

@shawnborton
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Right on 🤙

@dubielzyk-expensify
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Updated mocks:

image

@shawnborton
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Looks good!

@melvin-bot melvin-bot bot added Weekly KSv2 and removed Weekly KSv2 labels Sep 13, 2024
@marcaaron
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Auth PR deployed and App PR in review.

@marcaaron
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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
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anmurali commented Sep 24, 2024

@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
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No worries. It's a small change.

@eVoloshchak
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@eVoloshchak sent you an offer

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

@anmurali
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anmurali commented Oct 1, 2024

Payment Summary:

@anmurali anmurali closed this as completed Oct 1, 2024
@github-project-automation github-project-automation bot moved this from In Progress to Done in [#whatsnext] #convert Oct 1, 2024
@JmillsExpensify
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$250 approved ror @eVoloshchak

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