hackclub
[Org Onboarding] Onboarding tasks
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".
What if we added this as a card as part of the home page design? In other words, this checklist would appear at the top of the new homepage dashboard and suggest users to complete the tasks mentioned above
