hackforla / hackforla/HomeUniteUs

Product: Section 2 | Guest dashboard: Tasks

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#500 28 comments 0 reactions 1 assignee Claimed by @amitunikorn View on GitHub
Complexity: Medium draft i-Interface: Guest Interface p-Feature: Guest Dashboard Ready for: Product - Guest Role: PM Section: 2 size: 8pt User Stories
Dominant language
Python
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15d 1h
Merged PRs (30d)
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Description

## 🧩 Overview

Create a comprehensive dashboard that allows guests to view and track their onboarding progress through the matching process. Guests need a centralized location to understand all required tasks, see their current progress, and navigate to complete outstanding items for successful matching.

## 🧠 Problem Statement

Guests do not currently have a way to look at an overview of tasks, complete their application (intake profile) and track their onboarding and matching flow via an online mechanism.

## 🙋‍♀️ User Story

As a Guest,
I want to see an overview of tasks, along with my progress,
So that I can understand what's needed, track my completion status, and efficiently navigate through the onboarding process.

## 🎯 Acceptance Criteria (Definition of Done)
- To encourage creativity and innovative ideas from the designer, should we move some of the more prescriptive items to the design handoff, after discussion with the designer?

- [ ] Guest can see high-level task groups needed in the HUU onboarding/matching process at one glance
- [ ] Guest can view overall progress (x of y tasks completed format)
- [ ] Dashboard shows updated progress and task status on subsequent visits
- [ ] Dashboard works responsively across desktop, tablet, and mobile devices
- [ ] Task navigation is intuitive and accessible

## 🔍 Context / Background (Do we need this?)

- Existing Figma designs: [Guest Prototype Mobile](https://github.com/hackforla/HomeUniteUs/issues/link), [Guest Desktop Prototype](https://github.com/hackforla/HomeUniteUs/issues/link)
- Related engineering tickets: #566 (Dashboard Components), #572 (Workflow Tasks Endpoints)
- Key Decision: Guests see dashboard overview first, not direct intake form access

## 🖼️ Design Notes (Preliminary)

- Is this feature ready for design work? Yes - existing designs available for review/editing
- Pattern reference: Review existing Figma designs and edit as needed for current requirements

## 📌 Scope Considerations
- [Feature List](https://docs.google.com/spreadsheets/d/1uM287TOz20jnXPS4kRe0Dt5GlhnPbNRYBHHOxcamCJ0/edit?gid=343529642#gid=343529642) *Add/Update Feature List*
- [ ] Added to [Feature List](https://docs.google.com/spreadsheets/d/1uM287TOz20jnXPS4kRe0Dt5GlhnPbNRYBHHOxcamCJ0/edit?gid=343529642#gid=343529642) and completed information accordingly

## 🛑 Constraints / Risks (completed after discussion with Design?)

- Future requirement: Multi-organization support where different orgs can modify required tasks
- Dependency on backend task tracking system and API endpoints
- Must work across desktop, tablet, and mobile devices
- Task completion pages must exist or be created for navigation functionality
- Progress tracking requires reliable task status updates from backend

## ✅ Action Items
- Assign and Prep
- [x] Product Manager: Understand, draft User Story and self-assign
- [ ] Product Manager: Conduct the necessary research (if applicable), clarify any questions
- [x] Product Manager: Work with PM team/lead to clarify any questions about the User Story
- [x] Product Manager: Work with Product Team Lead to assign the appropriate size & complexity
- [ ] Product Manager/Lead: determine if work should be split into multiple issues, if so, create issue(s) and link them in this issue (if applicable) or create as standalone.

- Draft and Review:
- [x] Product Manager: Change Issue Status to "In Progress"
- [x] Product Manager: Draft User Story
- [x] Product Manager: Change Issue Status to "For Review/Feedback Needed"
- [ ] Product Manager: Add Label "Ready for: Design Peer Review"
- [ ] Product 1st Level/Peer Review: Review to ensure the story captures the objective/goal of the feature to be developed and provides adequate for Design and Dev. Provide comment(s) in the comment section of the issue and tag assignee.
- [ ] Product 1st Level/Peer Reviewer: Change Issue Status to "Questions/Clarification" and add label "Ready for Product.....Persona"
- [x] Product Manager (Assignee): Change Issue Status to "In Progress"
- [x] Product Manager (Assignee): Review issue comment(s) and resolve accordingly
- [ ] Repeat above steps until all comments are resolved
- [ ] Product 1st Level/Peer Reviewer: Change Issue Status to "For Review/Feedback Needed" and add label "Ready for: Product Lead"
- [ ] 2nd final/Product Lead: Review and provide feedback (if any) in comment section below, add label "Ready for Product...Persona"
- [ ] Repeat above steps until all comments are resolved

## 🔗 Related Tickets
- Add all related ticket(s) as sub-issues (add picture)
- Design Ticket: [link]
- Engineering Ticket: [link]
- QA Test Plan: [link]

## 📎 Resources & References

- Existing Research: [Link]
- Brand Guidelines / Design System: [Link]
- Previous or Related Designs: [Link]

Contributor guide

Open the contributing guide

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