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Add default tasks to new team #6719
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Hi @acressall I would like to confirm the details, which here refers to:
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Yes, these are created for each team, but before their first meeting. Right now, after you create a team you are taken to the team dashboard, but it's empty. So we're adding these two tasks so you know what to do next.
the link should actually be in the text. Here's what it would look like:
I don't think they'll have started a meeting first, but once they do start one it might become confusing. Let's change it to this: |
Thanks for the reply, make sense! ✌️ The first sentence in the issue description is - When a user creates a new meeting
+ When a user creates a new team |
The user will be redirected to the page where the meeting was created, right? So at this point, I think we should mark the URL with source, e.g.
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Adding the We should add the tasks also to the initial team, but maybe put some in future. We should also revisit the copy of "Congratulations on your new team..." and "This is task card..." for this scenario. @acressall what do you think? |
I think we try keeping them with the same copy for now, but agree that they can go in the future column |
Noted in this doc, but stating here as well -- let's include these new tasks in the onboarding team as well! |
We used to have these tasks! We got rid of them because we got SO MUCH feedback about how users hated that the first thing they had to do was delete them-- so we compromised & left 1 😅 . For onboarding, we replaced them with Suggested Actions, which live at the top of your timeline. They include:
Task cards aren't ideal for this work because there's no easy way to make links that don't trigger a page refresh (or opening a new tab). This leads to a pretty poor UX & is something we'd like to avoid. @ackernaut could you work with Squad 2 to come up with a good design on how we can take what we've learned in the past & build something that doesn't replicate what we have on our timeline? |
Oooh this is such good feedback, thanks for sharing @mattkrick ! For this issue, when a user creates a new team they don't actually have any tasks, so the view (team view) is empty. I'd like to include the "add your teammates" one, at least temporarily, so we can track what it is people do with it (if anything).
Can we just trigger the invite modal opening for the "add your teammates" task? I agree, a refresh or new tab would not be ideal for this. |
@acressall From my understanding, technically we can't. Because the task card can only contain 🔗 links, thus indirectly triggering the invite modal with a refresh or new tab, and cannot directly trigger other UI behaviors. @mattkrick For Suggested Actions, honestly I didn't realize this feature until after you mentioned it. 😁 |
we do some magic here & just make the action apply to the first team you created
it's a hard problem to solve for! we don't want new folks to see us as a task manager, so if they see a kanban it's probably not a great first impression (which is why we moved the home page to the timeline, and then later to meetings). Ultimately, we'll want the team dashboard to just have team settings & history-- do away with the kanban on that view entirely. I'm not sure what the right answer is. We could spruce up the suggested actions, improve the empty state of the /meetings page, or if there are other issues that have more certainty, we can focus on those & chances are a better idea will come up later |
@mattkrick Good to know that eventually we will remove the task kanban board from the team dashboard! Well, because we can't avoid this problem of directly triggering the invite modal without a refresh or new tab.
If it is doable, later I will modify the code of PR #6773. |
@JimmyLv it's completely undecided how what role task management will play in our future product. We know that we don't want to differentiate on tasks (it'll be hard to beat Asana or ClickUp at their core value) but we also will likely have to have some kind of tasking system to provide value in our meetings for those who don't have a task manager (or a task manager that we support via integration) |
Given that in the long term, we have not yet determined the pattern of the task manager on each
Just like the modified PR #6773, I've only added 1 task for the new team, to Start a meeting with your team. Is this something we can continue to experiment with? If not, how about we consider closing the issue and thinking of new design tasks to test other ideas? |
@acressall can we just do one task and add a checklist with links? Something along the lines of
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@JimmyLv I discussed with the marketing team and we decided to stick with one action to keep it focused. Here's the slack conversation. Copy: "Inviting your teammates" should link to the invite modal. Testing:
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I'm all for experimentation & if you want to move forward with it, that's OK. Here's why:
CC @ackernaut for design help |
Thanks for the feedback!
We'll track feedback and stats in this Notion card: https://www.notion.so/parabol/Squad-2-Notes-515904adde5441febd81750e4c7a1e65?p=fb3a6f024f1c40019ddc70133b6b12f1&pm=s Extra context: I'm about to take a step back and look at onboarding as a whole. This experiment will give me extra info for how to approach the "create a new team" flow |
Sorry I’m late to the party on this one! I sense there’s been a little back and forth on trying to move this forward. In the future, move on to the PM if I don’t respond in time and something seems stuck on design. I created an account today with the current flow:
I tried this locally.
What are we designing for?
Feedback
Moving forward
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Thanks for the detailed feedback @ackernaut! |
We observed users were lost at the beginning and figured adding a task with next steps might help them. So how many teams are actually created? 76% of all teams are onboarding teams 1. Given these numbers it's not worth pursuing/discussing this any further. Footnotes |
Just want to clarify, as well as add what I have found:
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When a user creates a new team, the /team view should have two tasks assigned to that user
Events to measure
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