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[Leads to paid] Add setting up tags as an onboarding task to Manage my team expenses intent #49015

Description

@anmurali

Proposal: Add setting up tags as an onboarding task to Manage my team expenses intent

Problem: The vast majority of workspaces configure tags before they convert and add a card on file. From the collect usage data we did for #wave-collect, ~50% of workspaces have single level tags. Yet, during onboarding for a top down paid workspace, we don't even introduce the idea of a tag. This could suggest we don't have this feature as it is also buried under More Features in Workspace settings.

Solution: Let's add a set up tags onboarding task to Manage my team expenses intent

Set up tags task copy

Title: Set up tags (optional)
Description
Tags can be used if you want more details with every expense. Use tags for projects, clients, locations, departments, and more. If you need multiple levels of tags you can upgrade to a control plan.

Here’s how to setup tags:

  1. Click your profile picture.
  2. Go to Workspaces.
  3. Select your workspace.
  4. Click More features.
  5. Enable Tags.
  6. Navigate to Tags in the workspace editor.
  7. In Tags, click + Add tag to make your own.

Take me to more features.

Context for how to add a task and then show it for a specific intent selected during onboarding is here

Activity

  1. self-assigned this
    on Sep 11, 2024
  2. added
    NewFeatureSomething to build that is a new item.
    and removed on Sep 11, 2024
  3. melvin-bot commented on Sep 11, 2024

    @melvin-bot

    Triggered auto assignment to @anmurali (NewFeature), see https://stackoverflowteams.com/c/expensify/questions/14418#:~:text=BugZero%20process%20steps%20for%20feature%20requests for more details. Please add this Feature request to a GH project, as outlined in the SO.

  4. added
    InternalRequires API changes or must be handled by Expensify staff
    and removed on Sep 11, 2024
  5. 8 remaining items

  6. shawnborton commented on Sep 13, 2024

    @shawnborton
    Contributor

    Looks good!

  7. marcaaron commented on Sep 13, 2024

    @marcaaron
    Contributor

    Auth PR deployed and App PR in review.

  8. marcaaron commented on Sep 19, 2024

    @marcaaron
    Contributor

    This should be on production now. @eVoloshchak helped with the PR review and testing so we can close this out once they get paid.

  9. anmurali commented on Sep 24, 2024

    @anmurali
    Author

    @marcaaron - I am so sorry but finally looking at it in prod we realized the optional is kinda weird. All of them are upto the admins after all. Why is this specially optional. Can we remove that from the task title copy? Sorry again for the double work.

    @eVoloshchak sent you an offer

  10. marcaaron commented on Sep 24, 2024

    @marcaaron
    Contributor

    No worries. It's a small change.

  11. eVoloshchak commented on Sep 29, 2024

    @eVoloshchak
    Contributor

    @eVoloshchak sent you an offer

    @anmurali, no need, I'll request the payment via NewDot
    Could you post a payment summary please?

  12. anmurali commented on Oct 1, 2024

    @anmurali
    Author

    Payment Summary:

  13. JmillsExpensify commented on Oct 2, 2024

    @JmillsExpensify
    Contributor

    $250 approved ror @eVoloshchak

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EngineeringInternalRequires API changes or must be handled by Expensify staffNewFeatureSomething to build that is a new item.ReviewingHas a PR in reviewWeeklyKSv2

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