hackclub / hackclub/hcb

[Org Onboarding] Onboarding tasks

Open
#9,587 2 comments 0 reactions 0 assignees View on GitHub
Dominant language
Ruby
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Forks
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Avg merge
1d 14h
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Description

When the first user(s) are onboarded to the organization, we'd like them to complete a series of tasks. These tasks serve one of two purposes:
- Fulfill a requirement. Examples include:
- Sign your contract
- Fill out Organization profile (e.g. mission statement, website, etc.). It help us better understand the organization.
- Teach them about HCB.
- Order themselves a card
- Send themselves as test invoice

The UI/UX for this has not been fully thought out.

It should play well with our existing tour (or improve the tour to fit in with these onboarding tasks). Although the tour and onboarding tasks could be seen as similar, I believe they take different approaches to educating the user.
- The tour is like a class lecture. We expect users to learn from an "information dump".
- The onboarding tasks take a "learn by doing" approach.

Both are valuable. Additionally, onboarding tasks also allow us to encourage the user to "fulfill requirements" (see above), which is hard to do with a tour.

In an ideal world, the tour should guide users through the items on the onboarding tasks. For example, if one of the tasks is to send an invoice, the tour should show the user how to do that. You get the benefit of "lectures/information dump" along with the "learn by doing".

Contributor guide

Open the contributing guide

Research direction

Start by reviewing the existing tour and the onboarding flows for organization requirements, profile completion, card ordering, and test invoices. Define the task sequence and how the tour guides users through it before choosing an implementation approach. Done means the UX is agreed and the required tasks and tour integration are implemented and verified.

Written by the indexing model from the issue text.

Assessment

Domain
frontend
Issue type
Feature
Difficulty
5/5
Estimated time
Over a week
Activity status
Stale
Clarity
Needs clarification
Newbie friendliness
20/100

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