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Create a UX flow for Onboarding (setup) on install

Open MariaLeonova opened this issue 2 weeks ago • 1 comments

UX Description

The team has identified a need to update the setup on install. We have a preliminary wireframe that we have discussed. Several changes will need to be made to move forward.

Image

Request type

Application mockups / wireframes

Primary Contact

No response

Deadline for request

No response

MariaLeonova avatar Dec 12 '25 10:12 MariaLeonova

To do:

  • [x] warning for people when they are pressing skip: i.e. You are about to cancel the setup. You can always change these later in Settings.

  • [x] draw a screen for when users already have podman running (and have a podman machine)

  • [x] do a sort of progressive disclosure for recommended / advanced: so people can see what they will be setting up right away, without leaving the screen with radios

  • [x] setting up right away, without leaving the screen with radios - add checkbox for Admin access (see docker desktop example) - needed for setup and compose, as they are installed globally

  • [x] have a dropdown for container engines and include Lima

  • [ ] Extensions selection would have to be contextual based on what users already have installed and what OS are they running

MariaLeonova avatar Dec 12 '25 11:12 MariaLeonova

⚠️ THESE ARE WIREFRAMES ⚠️
Recommended setup: Image Advanced setup: Image

  • extensions will need to be contextual - exact ones for different OS TBD

Warning for skipping onboarding Image

If podman and / or podman machine already are installed, we can show an indicator: Image

MariaLeonova avatar Dec 16 '25 10:12 MariaLeonova

@MariaLeonova Looking awesome!

Few notes

  1. For Container Engine, what would be the other engine? I think we can install only Podman. So I don't think the dropdown with other options guessing "Docker" should not be an option here
  2. When installing podman, there is (mostly on Windows) some errors with WSL/and other requirements. What if we detect some problem ? will we show this whole error or just some short sentence like "There are some required steps in order to make Podman Engine work"

cc @Firewall WDYT?

gastoner avatar Dec 16 '25 14:12 gastoner

While updating the Onboarding flow it's also important to identify the metrics we'll be looking at to define success. Given our goals to reduce time to value and improve adoption by minimizing friction, those would be the main things to focus on. Can we measure:

  • onboarding time
  • success rate
  • conversion
  • retention
  • skip setup rates
  • telemetry check / uncheck
  • separate extensions
  • number users going through recommended vs advanced setup?

cc @Firewall @jiridostal @gastoner @feloy @deboer-tim @vancura what are your thoughts?

MariaLeonova avatar Dec 17 '25 10:12 MariaLeonova