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Provide education/confirmation before creating workspaces in New Workspace flows #51504

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danielrvidal opened this issue Oct 25, 2024 · 1 comment
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Design Internal Requires API changes or must be handled by Expensify staff Planning Changes still in the thought process

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@danielrvidal
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Proposal: Provide education/confirmation before creating workspaces in New Workspace flows

Problem: When users attempting to submit expenses are inadvertently led to create workspaces, it causes confusion about how to submit an expense to their boss, leading to frustration and a poor user experience.

Solution: Provide better education about what a workspace is when creating them in places employees are running into issues.

  1. If a user that is not on a workspace yet creates a New Workspace in Global Create, display a modal describing what it does. We’ll use the same modal information already on Settings > Workspaces for new users.
  2. If a user is already a member on a workspace, and tries to creates a new workspace, display a modal that educates them they are on a workspace already and directs them to their workspace chat, while still promoting creation if they want it.
  • Are you looking to submit to an existing workspace(s)?
    • Submit to workspaceChat 1
    • Submit to workspaceChat 2…
  • No I’m looking to create a new workspace
@danielrvidal danielrvidal added Internal Requires API changes or must be handled by Expensify staff Planning Changes still in the thought process labels Oct 25, 2024
@danielrvidal danielrvidal self-assigned this Oct 25, 2024
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melvin-bot bot commented Oct 25, 2024

Triggered auto assignment to @dubielzyk-expensify (Design), see these Stack Overflow questions for more details.

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