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[Hold #368528] [FT] Add a ‘add a payment card’ as a next step in the 'manage my team expenses' onboarding flow when all tasks are complete #44144

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CherylWalsh opened this issue Jun 21, 2024 · 3 comments
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Monthly KSv2 Planning Changes still in the thought process Task

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@CherylWalsh
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Problem: Once all the tasks in the onboarding flow are complete, there is no obvious next step for the user to take.

Solution: Create a "Add a payment card" as the next step once all tasks are complete.

Context:
Initial slack conversation https://expensify.slack.com/archives/C036QM0SLJK/p1717780619463079
https://expensify.slack.com/archives/C036QM0SLJK/p1718277987047539

Why is this on hold:

The add payment card and subscription project is quite done yet. Until that is completed, we cannot add that step here.

@CherylWalsh CherylWalsh added Weekly KSv2 Planning Changes still in the thought process Task labels Jun 21, 2024
@CherylWalsh CherylWalsh self-assigned this Jun 21, 2024
@LLPeckham LLPeckham changed the title [Hold] Add a ‘add a payment card’ as a next step in the 'manage my team expenses' onboarding flow when all tasks are complete [Hold] [FT] Add a ‘add a payment card’ as a next step in the 'manage my team expenses' onboarding flow when all tasks are complete Jun 25, 2024
@trjExpensify trjExpensify moved this to Release 2: Summer 2024 (Aug) in [#whatsnext] #wave-collect Jun 27, 2024
@trjExpensify trjExpensify changed the title [Hold] [FT] Add a ‘add a payment card’ as a next step in the 'manage my team expenses' onboarding flow when all tasks are complete [Hold #368528] [FT] Add a ‘add a payment card’ as a next step in the 'manage my team expenses' onboarding flow when all tasks are complete Jun 27, 2024
@melvin-bot melvin-bot bot added the Overdue label Jul 1, 2024
@CherylWalsh CherylWalsh added Hourly KSv2 and removed Weekly KSv2 Hourly KSv2 Overdue labels Jul 3, 2024
@CherylWalsh
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The copy is already designed

@melvin-bot melvin-bot bot added the Monthly KSv2 label Jul 4, 2024
@trjExpensify
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I mentioned it last week, but I think we don't need this given we will be posting that message in the Conci/Expensify DM when the trial expires and they need to add a payment card. That's coming in this issue: #43694

So I think we can close this, personally.

@melvin-bot melvin-bot bot added the Overdue label Aug 5, 2024
@CherylWalsh
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Closing as advised by Tom. No point staying open if this is already in the planning. Closing.

@github-project-automation github-project-automation bot moved this from Release 2: Summer 2024 (Aug) to Done in [#whatsnext] #wave-collect Aug 21, 2024
@melvin-bot melvin-bot bot removed the Overdue label Aug 21, 2024
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