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Feature: New User onboarding #196

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akinwol opened this issue Mar 4, 2024 · 13 comments
Closed
4 tasks

Feature: New User onboarding #196

akinwol opened this issue Mar 4, 2024 · 13 comments
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👀 Exploration Pending 💡 feature Requests for new features or enhancements.
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@akinwol
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akinwol commented Mar 4, 2024

Type of feature

💡 Feature

Current behavior

Currently there's no real onboarding. User's just sign up and go straight to the app.

Suggested solution

It would be great to have an onboarding flow for new users.

An example of a simple onboarding flow

  • User signs up
  • App asks user for financial goals
  • App asks user to connect at least 1 account
  • App routes user to Dashboard

**TO DO **

  • Simple mock up onboarding flow
  • Determine what updates might be required to schema/back end
  • Create/Update API Routes
  • Develop front end

Additional context

No response

@akinwol akinwol added 💡 feature Requests for new features or enhancements. 👀 Exploration Pending labels Mar 4, 2024
@akinwol akinwol added this to the Alpha 0.1 milestone Mar 4, 2024
@shouryan01
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Should onboarding also ask for categories user wants to track?

@Codehagen
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We worked on something for this on #124 . The plan was to integrate it, but didnt get time to do it.

I've begun implementing in the branch 124-onboarding-process-for-integrations

I'm drawing inspiration from Papermark effective approach, which you can review here: Building a Beautiful Product Onboarding with Next.js, Framer Motion, and Tailwind CSS.

Is this something you want to have a look at @shouryan01 ?

@shouryan01
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Great inspiration! That looks really cool.
.take

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github-actions bot commented Mar 5, 2024

Thanks for taking this issue! Let us know if you have any questions!

@Codehagen
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Cant wait to look @shouryan01 - If you need some help or want to talk just write to me ✨

@Codehagen
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@shouryan01 - DId you manage to have a look at it? 🤩

@shouryan01
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Hey, yes I started work on it but got distracted by #193

Is this a higher priority? I can do this first if needed

@Codehagen
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Would love for the onboarding to get done 🖤 Think we can start to get some feedback from users ✨

@shouryan01
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I'll try to get it done asap

@akinwol
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akinwol commented Mar 13, 2024

@shouryan01 how's this going ? any updates ?

@shouryan01
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@akinwol cleaning up the ui, people had suggestions so was trying out modals, there's this blur effect that was requested but I'm not sure how to implement it, there are comments in the pr that was opened

@Codehagen
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Dont we just go wit this atm and fix the rest in Alpha 0.2? @akinwol @shouryan01

@akinwol
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akinwol commented Mar 18, 2024

@shouryan01 @meglerhagen let's focus on functionality and keep it simple for now. I agree with @meglerhagen we can enhance later.

@shouryan01 shouryan01 mentioned this issue Apr 13, 2024
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@shouryan01 shouryan01 mentioned this issue May 28, 2024
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@github-project-automation github-project-automation bot moved this from In Progress to Done in Badget Operational Roadmap Jul 23, 2024
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