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feat: overhaul linear onboarding wizard. - #5996

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quinn/onboarding-workflow
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feat: overhaul linear onboarding wizard.#5996
qstearns wants to merge 1 commit into
mainfrom
quinn/onboarding-workflow

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@qstearns

@qstearns qstearns commented Sep 2, 2026

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Draft to base some work off on a UX overhaul


Summary by cubic

Replaces the linear onboarding wizard with an onboarding board so setup tasks can be tracked, assigned, and reminded about instead of completed step by step.

What changed

  • The setup route now shows tasks as cards in To Do, In Progress, Awaiting Support, and Done columns, with drag-and-drop between columns.
  • Each card opens the original setup step in a dialog; completing the step marks the task done, and server-verified tasks stay pinned to Done.
  • Tasks can be assigned to a team member or an outside email, and board state is saved per organization in localStorage, so assignments are not yet shared with the rest of the team.
  • Platform admins can hide tasks from the board and toggle hidden tasks back on.
  • Reminders are currently stubbed; sending one records the last reminded time and shows a toast.
  • ?task= deep links open a specific task dialog, which reminder emails can point at.

Dev server

  • The mock WorkOS portal now only reports SSO and directory sync as configured after its "Complete setup" flow, so local onboarding shows the same unconfigured → configured transition as production.
  • Completion state lives in memory and resets when dev-idp restarts.

Written for commit 8b25578. Summary will update on new commits.

Review in cubic

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changeset-bot Bot commented Sep 2, 2026

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⚠️ No Changeset found

Latest commit: 8b25578

Merging this PR will not cause a version bump for any packages. If these changes should not result in a new version, you're good to go. If these changes should result in a version bump, you need to add a changeset.

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@simplesagar simplesagar changed the title feat: overhaul dashboard feat: overhaul linear onboarding wizard. Sep 2, 2026
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2 participants