[HOLD for payment 2024-11-14] [HOLD for payment 2024-10-29] Self-guided tours for onboarding (v1, 2, and 3)

[zsgreenwald]

Important Links:

• Pre-design
• HL Design Doc
• Detailed Design Doc

v1 - Empty state modal in Search

Take a tour is selection-dependent on what they set during onboarding.

• Manage my team's expenses = https://expensify.navattic.com/kh204a7
• Track and budget expenses = https://expensify.navattic.com/35609gb
• Get paid back by my employer = https://expensify.navattic.com/35609gb
• Chat and split expenses with friends = https://expensify.navattic.com/35609gb
• Something else = https://expensify.navattic.com/35609gb

v2 - Onboarding steps

Refer to this section of the design doc - https://docs.google.com/document/d/1tiGgp0KvgZBrmQhk9qqwdJ5G6PvoccZpsZ0Ac3OaM08/edit?tab=t.0#bookmark=id.3mskv927vhfg

v3 - Global Create

Refer to this section of the design doc - https://docs.google.com/document/d/1tiGgp0KvgZBrmQhk9qqwdJ5G6PvoccZpsZ0Ac3OaM08/edit?tab=t.0#bookmark=id.hbgjtiwwmmw9

---

Next steps:

• Send our strategy@ email
• Submit the HL for review
• Submit the Detailed for review

cc: @danielrvidal @anmurali

Issue Owner

Current Issue Owner: @anmurali

[melvin-bot]

Reviewing label has been removed, please complete the "BugZero Checklist".

[melvin-bot]

The solution for this issue has been 🚀 deployed to production 🚀 in version 9.0.51-4 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

• [Self-guided tours v1] Add self-guided tours in Search Page Empty State #50931

If no regressions arise, payment will be issued on 2024-10-29. 🎊

For reference, here are some details about the assignees on this issue:

• @rushatgabhane requires payment through NewDot Manual Requests
• @c3024 requires payment (Needs manual offer from BZ)

[zsgreenwald]

Last update ^

[rushatgabhane]

waiting for design doc reviews

[melvin-bot]

Payment Summary

Upwork Job

• Reviewer: @rushatgabhane owed $250 via NewDot
• ROLE: @c3024 paid $(AMOUNT) via Upwork (LINK)

BugZero Checklist (@anmurali)

• I have verified the correct assignees and roles are listed above and updated the neccesary manual offers
• I have verified that there are no duplicate or incorrect contracts on Upwork for this job (https://www.upwork.com/ab/applicants//hired)
• I have paid out the Upwork contracts or cancelled the ones that are incorrect
• I have verified the payment summary above is correct

[melvin-bot]

@danielrvidal, @zsgreenwald, @anmurali, @rushatgabhane, @mountiny, @c3024 Uh oh! This issue is overdue by 2 days. Don't forget to update your issues!

[zsgreenwald]

V2 and V3 are merged, waiting for the next deploy

[rushatgabhane]

v2 isn't merged yet #51153

[mountiny]

I think we can merge it before the next deploy occurs though

[melvin-bot]

⚠️ Looks like this issue was linked to a Deploy Blocker here

If you are the assigned CME please investigate whether the linked PR caused a regression and leave a comment with the results.

If a regression has occurred and you are the assigned CM follow the instructions here.

If this regression could have been avoided please consider also proposing a recommendation to the PR checklist so that we can avoid it in the future.

[melvin-bot]

Reviewing label has been removed, please complete the "BugZero Checklist".

[melvin-bot]

The solution for this issue has been 🚀 deployed to production 🚀 in version 9.0.58-2 and is now subject to a 7-day regression period 📆. Here is the list of pull requests that resolve this issue:

• [Self-guided tours][V3] Add tour link to FAB #51136
• [Self-guided tours][V2] Add tour links to onboarding tasks #51153

If no regressions arise, payment will be issued on 2024-11-14. 🎊

For reference, here are some details about the assignees on this issue:

• @rushatgabhane requires payment through NewDot Manual Requests
• @c3024 requires payment (Needs manual offer from BZ)

[melvin-bot]

Payment Summary

Upwork Job

• Reviewer: @rushatgabhane owed $250 via NewDot
• ROLE: @c3024 paid $(AMOUNT) via Upwork (LINK)

BugZero Checklist (@anmurali)

• I have verified the correct assignees and roles are listed above and updated the neccesary manual offers
• I have verified that there are no duplicate or incorrect contracts on Upwork for this job (https://www.upwork.com/ab/applicants//hired)
• I have paid out the Upwork contracts or cancelled the ones that are incorrect
• I have verified the payment summary above is correct

[danielrvidal]

I'm closing this as I think it's live. Checking with @mountiny to make sure but will reopen if needed.