App: [$250] [Guided Setup Stage 2] Rename the Track and budget personal spend to Track and budget expenses
Problem: We’re embracing Track as being a critical flow for new users to Try New Expensify, both for the earnings call and in general. Pushing someone down the Submit flow too early forces them to share the product before they have tried it themselves. Currently, Track is either promoting a sole proprietor case OR personal use, which means employees likely will not choose it. Additionally, if people select Track for business, we automatically create a workspace for them to use with their account. This is problematic if an employee selects that and then doesn’t undergo the bottom-up like submitting to an employer.
Solution: Update the onboarding options to make Track the most logical thing for both sole props and Employees to select. @zsgreenwald is already planning on making similar updates, but we need to fast-track these updates to support our release. Thus we need to do the following asap:
- Rename the
Track and budget personal spendin the onboarding flow toTrack and budget expenses
- Expensify DM/tasks already work for this case. Bottom-up already works.
- Remove
Track business spend for taxesas an option.
- This removes us from creating a workspace in any Track flows.
Upwork Automation - Do Not Edit
- Upwork Job URL: https://www.upwork.com/jobs/~01d70e701d2c9b48d8
- Upwork Job ID: 1785366415813079040
- Last Price Increase: 2024-04-30
- Automatic offers:
- s77rt | Reviewer | 0
- ShridharGoel | Contributor | 0
About this issue
- Original URL
- State: open
- Created 2 months ago
- Comments: 17 (12 by maintainers)
Thanks for taking this one, Vit!
PR will be up soon.