[Due for payment 2026-04-20] Add a simple onboarding slot to Home, focused on "manage my team" intent

[JmillsExpensify]

Home is a key landing spot for new sign-ups, though it doesn't currently support user onboarding in any way. This was initially to let other experiments (such as putting users directly in the workspace editor) run their course. Now that those have, and haven't materially changed onboarding, it's time to start experimenting with a very basic onboarding orientation on Home.

These are the product and design details for this initiative, which will be run as an experiment. We'll continue to iterate via A//B testing.

Basics and ordering

• The slot title is Getting started
• On desktop, it always appears in the right column (second spot below the free trial slot)
• On mobile, Getting started is prioritized in the fourth position (below For you in the third position)
• This project works alongside whatever onboarding changes we make and experiment with for Concierge Anywhere. Not everyone learns the same, tries out the product the same, and so forth. So minimally Getting started serves to orientate the user on what they need to do, if they aren't sure.

Visibility

• Only applies to new sign-ups and active trials. This function should cover when to show vs not.
• Only applies to the "manage my team" onboarding intent.
• If a user passes 60 days and still has unfinished tasks, we'll hide the getting started slot. This handles cases where a user changes their mind on what they'd like to set up, or never comes back into the app.

To-dos

• We'll use a "checkbox" pattern, but this is purely for the visual treatment. There are no saved states for checked/unchecked
• Clicking anywhere on a to-do row takes the user to the product feature we want them to configure
• We'll show a maximum of four to-dos, based on the following logic:
  • Create a workspace - always checked off for the "manage my team" intent. This gives a sense of momentum right from the start. Clicking this row navigates to the /overview route in the workspace editor.
  • One of:
    • Connect to [accounting system] - Only shows if someone selects QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, or Sage Intacct in onboarding. Clicking this row navigates to the /accounting route in the workspace editor. This row is automatically checked when the workspace has a successful connection.
    • 
    • Customize accounting categories - Show when any other accounting option, or None, is selected in onboarding. Clicking this row navigates to the /categories route in the workspace editor. This row is automatically checked when the workspace has at least one, non-default category.
    • 
  • Link company cards - Shows unless Company cards is unselected in the onboarding interview. Clicking this row navigates to the /company-cards route in the workspace editor. This row is automatically checked when the workspace has a successful connection.
  • Setup up spend rules - Shows whenever Rules is selected in the onboarding interview. Clicking this rule navigates to the /rules route of the workspace editor. This row is automatically checked when the workspace has any non-default rule enabled (by default, eReceipts are enabled on USD workspaces, Reimbursable is the cash default, and non-billable is the billable default).

Those should be the main considerations, though let's update the OP as we think of more considerations.

Issue Owner

Current Issue Owner: @ZhenjaHorbach

[melvin-bot]

Triggered auto assignment to Design team member for new feature review - @dubielzyk-expensify (NewFeature)

[adamgrzybowski]

Hi! I can work on this one

[adamgrzybowski]

@JmillsExpensify Does the 60-day timer start from NVP_FIRST_DAY_FREE_TRIAL?

[JmillsExpensify]

Yes