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Draft: feat(FeatureDiscovery): rewrite feature discovery

Katie Macoy requested to merge feature-discovery-kmacoy into main

Closing this MR 2024-10-02

Closing this MR as it's too large, I've created a smaller MR and documented a rough plan of MRs.

What does this MR do?

My pain points with the current guidelines:

  • Each time I add feature discovery, I don't know what UI element to choose or what's "allowed", e.g. "can I show a popover without user action?"
  • Designing feature discovery is manual effort each time, lots of individual decision making on the designer
  • I don't know what pattern most effective or appropriate for my use case
  • We are quite inconsistent how we handle feature discovery
  • GitLab has a tendency to show many banners and loud notices, difficult to argue against adding a banner with current guidance

Goal:

  • Guidelines are more ranked guidance, with a lot of emphasis on making sure the feature is in the right place in the user's workflow.
  • Discourage disruptive feature discovery guidance.
  • Guidelines are more actionable and concrete

Exploration to date

I tried to explore this by reading external research, other work done at GitLab, collating patterns from other products, and even running some small scale testing to investigate the impact of CTA position and style of feature discovery mechanism. (I question the validity of small scale testing due to the small sample size.)

Status & feedback requested

I don't not expect this MR to actually be merged. I figured it's easier to start a discussion with a rough draft of a proposal, and after discussion, I can break up the changes to smaller MRs.

This MR misses some crucial information like:

  • How feature discovery ties into first onboarding
  • Feature discovery for upsell features - e.g. "upgrade your tier..."
  • Probably more

Does this MR meet the acceptance criteria?

Links

Edited by Katie Macoy

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