[wp-trac] [WordPress Trac] #39707: Onboarding users for WP

[WordPress Trac]

#39707: Onboarding users for WP
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 Reporter:  alwaysbrightblue  |       Owner:
     Type:  enhancement       |      Status:  new
 Priority:  normal            |   Milestone:  Awaiting Review
Component:  Administration    |     Version:  4.7.1
 Severity:  normal            |  Resolution:
 Keywords:                    |     Focuses:  ui, administration
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Comment (by karmatosed):

 Hi @alwaysbrightblue thanks for posting this after the discussion in
 #design Slack today. I am still a little confused if you mean this to be a
 ticket to move to a solution for on boarding. I think that's what you
 want, so let me assume that - correct me if I'm wrong.

 > The problem that is trying to be solved is how designers and developers
 create solutions related to issues with user-experience. Without
 onboarding documentation how do we know what the WP dev community
 expectation is for a WP set-up? How do you know what to focus on for
 issues around setup of a new install? How do you establish priority on UX
 problems?
 >

 I think there's a wider and more focused approach here. You ask a lot of
 wider questions, forgive me for focusing in a bit as I think that's
 sensible to find a route through this ticket. Wider, I think we all agree
 we need to have better research and we're working on it. I think what you
 are suggesting is a focus on on boarding here though, I think it's a good
 first focus for your efforts there and aligns with what others have
 indicated they want to do. It also aligns with real user issues.

 > The tracs for [UX-feedback](https://core.trac.wordpress.org/tickets/ux-
 feedback) do not show a document outlining the basic onboarding experience
 of a new WP user. It seems there are assumptions about onboarding, but no
 documentation exists. Therefore, expectations of a user setting up WP are
 all assumptions.
 >

 The ux-feedback trac tag would probably not be the right place for such a
 document to exist. I'd probably say the handbook. You are right though,
 there is no document outlining flows for this. Although, I would say that
 documentation and any flows would be linked to a solution. So just having
 them doesn't get there.

 > For example, there are currently discussions about the Customizer and
 the Editor on Slack. From what I can tell, the discussions are looking to
 implement features to ease the setup process and future editing of WP. As
 a designer, I am having trouble understanding why these areas have been
 identified as pain points. Are users not using WP as expected? In the WP
 Design Handbook, there is no documentation around onboarding
 (https://make.wordpress.org/design/handbook/), so I have no basis from
 which to understand what "standard" onboarding results are versus "edge-
 case" onboarding results. I would more easily be able to participate in
 contributing if I understand the baseline expectations of users by the
 development community.
 >

 A few things to answer here, good points. I think its important to focus a
 little as you are panning out into wider issues and then back to on
 boarding. I would to give you some context provide some links here that
 cover some background:

 [https://make.wordpress.org/design/2017/01/13/what-makes-a-great-
 customization-experience/ What makes a great customisation experience:
 some really insightful feedback there]

 [https://make.wordpress.org/core/2017/01/04/focus-tech-and-design-leads/
 The announcement of the focuses: to give some context]

 I also

 > An excellent source of documenting the onboarding is being posted here
 https://make.wordpress.org/design/2017/01/18/share-a-walkthrough-of-
 setting-up-a-wordpress-site/ These examples are from experienced users,
 which would be one segment of the user base. Even from these users, we see
 variation in setup. Which would be considered "normal" and therefore
 fulfilling the expectations of the developers?
 >

 Not all examples there hopefully will be from experienced users. I think
 we have to see what results we get back there and I do agree though we
 need to look at all levels. I'd strongly encourage you to run some test
 yourself - it's incredibly insightful to do so.

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Ticket URL: <https://core.trac.wordpress.org/ticket/39707#comment:4>
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