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Description
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:
- Click your profile picture.
- Go to Workspaces.
- Select your workspace.
- Click More features.
- Enable Tags.
- Navigate to Tags in the workspace editor.
- In Tags, click + Add tag to make your own.
Context for how to add a task and then show it for a specific intent selected during onboarding is here
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