May 2024 Goals

[sanya301]

By 05/31/24

Design:

Final reviews:

• Guest Application for Desktop (pre usability testing):
  • Page numbers: some way to know, how do we deal with minimum expectations
• Host Dashboard Section 2 - Host Intake Profile (aka Application Form) #508
• Host Application Section 2 - Host Application Form #509
• Section 1 | SubFlow 1c: Guest Account Confirmation #440
  • Pending acknowledgement functionality - Prototype for user testing in progress, some complexity noted
  • Analysis and study anticipated to complete June 30th

New Items:

• Guest/Host sign up: Add acknowledgement functionality
• Guest application: User testing:
  • Research plan
  • Review button might not look like a button
  • Add expand collapse for Application sections in desktop
  • Submit button placement on review page
  • Text that specifies they can move around in the application without completing all the sections
• Move guest minimum expectations to sign up process
• Coordinator dashboard updates Section 2 | Coordinator: Dashboard - Table of Guests/Hosts #501: Add status prior to submission. Add a column to have link to application
• Coordinator notes: Save and cancel + editing screens for notes Section 2 | Coordinator: Add Notes  #519
• Coordinator: Assign and reassign applications Section 2 | Coordinator: Assigning Coordinators to Guests/Hosts #518

Eng:

In progress:

• All user roles sign in demo
  • First name last name fix in sign up - pending further discussion on Google first/last name Get user's name during Google sign up #680
• Guest form endpoints Implement Forms API #636
• Incubator: deploy lower envs with end-to-end smoke test for SU/SI flows (i.e. existing functionality as of Mar 2024) Migrate HomeUniteUs to Incubator AWS account #686
  • Anticipated migration May 31st (original completion date April 30th)
  • PR merged; credential accounts created to run deployment
  • Access granted to administer share AWS environment
  • Major dependency - Cognito to support user management
• Guest dashboard Implement Guest Workflow Tasks Endpoints #572 Implement Guest Dashboard Components #566
  • No one is currently working on Implement Guest Workflow Tasks Endpoints #572

New Items:

• Coordinator invite guest
• Coordinator dashboard endpoint Coordinator Dashboard Endpoint #651
• Add acknowledgement during signup
• Guest intake profile mobile

PM:

Final reviews:

• Coordinator User stories: Application review page, comments, notes etc
• Host Matching Profile view
• Guest/host sign up: add acknowledgement functionality Section 1 | Account Management Epic #439

New:

• Host dashboard - bring to parity with guest + add steps for home inspection + to modify application after training
• Host application - bring to parity with guest + add a way to upload house or renters insurance
  • Update host dashboard to match guest (coordinator doesn't get assigned until after they submit their application)
• FAQ user story
• Coordinator update meeting & interview attendance/status for guest/host
• Guest matching profile
• CCPA requirements: update on what needs
• Create Guest, Host and Coordinator Sidebar stories
• Host experience for matching
• Downloadable intake profile instead of email
• Log of when guest and host worked on the app: V2

[sanya301]

06/04

Design:

Final reviews:

• Guest Application for Desktop:
  - [x] Page numbers
  - [ ] Text that specifies they can move around in the application without completing all the section
• Host Dashboard Section 2 - Host Intake Profile (aka Application Form) #508 - will be picked up next, waiting on PM
• Host Application Section 2 - Host Application Form #509 - will be picked up next, waiting on PM
• Section 1 | SubFlow 1c: Guest Account Confirmation #440
  • Pending acknowledgement functionality - Prototype for user testing in progress, some complexity noted
  • Analysis and study anticipated to complete June 30th
• Coordinator dashboard updates Section 2 | Coordinator: Dashboard - Table of Guests/Hosts #501: Add status prior to submission. Add a column to have link to application
  • Filter is complete, need to discuss but ready for review
• Coordinator notes: Save and cancel + editing screens for notes Section 2 | Coordinator: Add Notes  #519 - discuss today but ready for review
• Coordinator: Assign and reassign applications, filter Section 2 | Coordinator: Assigning Coordinators to Guests/Hosts #518 - need to discuss but ready for review
  • Bia to synch up with Mira on the features and clarify what/which team is working on this (Eng or Design)

New Items:

• Guest/Host sign up: Add acknowledgement functionality - need to double check
• Move guest minimum expectations to sign up process - need to double check
• Guest application: User testing:
  - [ ] Research plan - finalizing plan, working on figma prototype
  - [ ] Review button might not look like a button
  - [ ] Add expand collapse for Application sections in desktop
  - [ ] Submit button placement on review page

Eng:

In progress:

• All user roles sign in demo - recording done, but as a whole meeting
  • First name last name fix in sign up - pending further discussion on Google first/last name Get user's name during Google sign up #680
    • Original issue requirements met and should be closed. This will be replaced with the linking issue, once the issue is created. Link accounts and stop Google account creation from the sign in page #703
• Guest form endpoints Implement Forms API #636 - need to check in, do a knowledge transfer
  • Josh to complete and roll off project
• Incubator: deploy lower envs with end-to-end smoke test for SU/SI flows (i.e. existing functionality as of Mar 2024) Migrate HomeUniteUs to Incubator AWS account #686
  • Anticipated migration May 31st (original completion date April 30th)
  • PR merged; credential accounts created to run deployment
  • Access granted to administer share AWS environment
  • Major dependency - Cognito to support user management - @erikguntner can you create an issue for this
• Guest dashboard Implement Guest Dashboard Components #566
• No one is currently working on Implement Guest Workflow Tasks Endpoints #572
• Guest intake profile mobile - creating an eng epic for this

New Items:

• Coordinator invite guest
• Coordinator dashboard endpoint Coordinator Dashboard Endpoint #651
  • Hold off - Not currently worked on
• Add acknowledgement during signup - after design

PM:

Final reviews:

• Coordinator User stories: Application review page, comments, notes etc
• Host Matching Profile view
• Guest/host sign up: add acknowledgement functionality Section 1 | Account Management Epic #439
• Project board migration
• Host dashboard - bring to parity with guest + add steps for home inspection + to modify application after training
• Host application - bring to parity with guest + add a way to upload house or renters insurance
  • Update host dashboard to match guest (coordinator doesn't get assigned until after they submit their application)

In progress:

• Project board cleanup

New:

• FAQ user story
• Coordinator update meeting & interview attendance/status for guest/host
• Guest matching profile
• CCPA requirements: update on what needs
• Create Guest, Host and Coordinator Sidebar stories
• Host experience for matching
• Downloadable intake profile instead of email
• Log of when guest and host worked on the app: V2

[sanya301]

Notes from 5/21 I assume

By 05/31/24

Design:

Final reviews:

• Guest Application for Desktop (pre usability testing):
  • Page numbers: some way to know, how do we deal with minimum expectations
• Host Dashboard Section 2 - Host Intake Profile (aka Application Form) #508
• Host Application Section 2 - Host Application Form #509
• Section 1 | SubFlow 1c: Guest Account Confirmation #440
  • Pending acknowledgement functionality - Prototype for user testing in progress, some complexity noted
  • Analysis and study anticipated to complete June 30th

New Items:

• Guest/Host sign up: Add acknowledgement functionality
• Guest application: User testing:
  • Research plan
  • Review button might not look like a button
  • Add expand collapse for Application sections in desktop
  • Submit button placement on review page
  • Text that specifies they can move around in the application without completing all the sections
• Move guest minimum expectations to sign up process
• Coordinator dashboard updates Section 2 | Coordinator: Dashboard - Table of Guests/Hosts #501: Add status prior to submission. Add a column to have link to application
• Coordinator notes: Save and cancel + editing screens for notes Section 2 | Coordinator: Add Notes  #519
• Coordinator: Assign and reassign applications Section 2 | Coordinator: Assigning Coordinators to Guests/Hosts #518

Eng:

In progress:

• All user roles sign in demo
  • First name last name fix in sign up - pending further discussion on Google first/last name Get user's name during Google sign up #680
    • Original issue requirements met and should be closed. This will be replaced with the linking issue, once the issue is created.
• Guest form endpoints Implement Forms API #636
  • Josh to complete and roll off project
• Incubator: deploy lower envs with end-to-end smoke test for SU/SI flows (i.e. existing functionality as of Mar 2024) Migrate HomeUniteUs to Incubator AWS account #686
  • Anticipated migration May 31st (original completion date April 30th)
  • PR merged; credential accounts created to run deployment
  • Access granted to administer share AWS environment
  • Major dependency - Cognito to support user management
• Guest dashboard Implement Guest Workflow Tasks Endpoints #572 Implement Guest Dashboard Components #566
  • No one is currently working on Implement Guest Workflow Tasks Endpoints #572

New Items:

• Coordinator invite guest
  • Anything else to view?
  • What's the protocol to close out?
    • PM to view and provide feedback and then close out?
• Coordinator dashboard endpoint Coordinator Dashboard Endpoint #651
  • Hold off - Not currently worked on
• Add acknowledgement during signup
• Guest intake profile mobile

PM:

Final reviews:

• Coordinator User stories: Application review page, comments, notes etc
• Host Matching Profile view
• Guest/host sign up: add acknowledgement functionality Section 1 | Account Management Epic #439

New:

• Host dashboard - bring to parity with guest + add steps for home inspection + to modify application after training
• Host application - bring to parity with guest + add a way to upload house or renters insurance
  • Update host dashboard to match guest (coordinator doesn't get assigned until after they submit their application)
• FAQ user story
• Coordinator update meeting & interview attendance/status for guest/host
• Guest matching profile
• CCPA requirements: update on what needs
• Create Guest, Host and Coordinator Sidebar stories
• Host experience for matching
• Downloadable intake profile instead of email
• Log of when guest and host worked on the app: V2