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[Tracking] [Wave Collect] [Quick Action] NewDot: Quick Action Button #34802
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Current assignee @trjExpensify is eligible for the NewFeature assigner, not assigning anyone new. |
Pre-design here. Threads are dying down, plan to get the HL doc together by the start of next week. |
Alrighty, ideal nav ended up being ready to launch last week, so it knocked my timeline out by a couple of days. But the HL is now out for review. |
I have read and reviewed this Design Doc! |
1 similar comment
I have read and reviewed this Design Doc! |
@trjExpensify, @Gonals Whoops! This issue is 2 days overdue. Let's get this updated quick! |
Checked-in on the tooltip. |
@trjExpensify, @Gonals Whoops! This issue is 2 days overdue. Let's get this updated quick! |
Conflicts to resolve, bumped on those and resolution of this final bug in the tooltip PR. |
@trjExpensify, @Gonals Uh oh! This issue is overdue by 2 days. Don't forget to update your issues! |
@trjExpensify, @Gonals Eep! 4 days overdue now. Issues have feelings too... |
Latest. Over to Rocio and Alberto and we can finally get that merged. 🙏 |
PR has been merged! @Gonals, all set to send the wrap-up for the project and close this out. :) |
Wrap-up sent. Couple of days to go on the regression period for the tooltip polish, and then we'll close this. |
Regression period over, closing! |
Design Doc
Proposal
WN
Strategy: We’re migrating customers to our new superapp where an abundance of choice and feature discovery is at the forefront to encourage them to “land and expand” across a growing number of use cases. That said, it’s crucial that we maintain the streamlined usability our existing customers know and love. Getting the balance right is important for both the success of reunification, and the long term usability of our superapp.
Problem: We’ve over indexed Global Create to optimise for feature discovery, at the expense of our core use cases. Put plainly, it takes more steps to scan a receipt in NewDot than it does on the OldApp. This is important to address now as migration plans are in progress, to avoid the “first look” of our new app being one that adds more time and effort to perform an action taken a thousand times before, increasing the likelihood to return to Classic. Needless to say, this is already coming up with our employees as early adopters.
Solution: Add a quick action button to the bottom of global create. The button will record the last action you took (i.e Request Money > Scan) and the destination for it (i.e To: Duraflame, Inc.). When used for submitting receipts to a workspace like this example, we’ll also stop showing the confirmation page to enter additional expense details unless the workspace has required categories or tags for coding, a la “fire and forget” in OldApp.
Tasks
#whatsnext
[email protected]
and paste in the Proposal[email protected]
(continue the same email chain as before) with the link to your Design Doc#expensify-open-source
to discuss any necessary details in public before filling out the High-level of proposed solution section.[email protected]
again with links to the doc and pre-design conversation in SlackDesignDocReview
label to get the High-level of proposed solution section reviewed#expensify-open-source
to ask for engineering feedback on the technical solution.DesignDocReview
label to this issue[email protected]
one last time to let them know the Design Doc is moving into the implementation phase[email protected]
once everything has been implemented and do a Project Wrap-Up retrospective that provides:Implementation Issues
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