# Personal Dashboard Feedback: - These are questions that the engineering team pointed out or noted during sprint planning. - This is the main [HACKMD](https://hackmd.io/uzvu3KXzSleLTFNUL_JK0Q) file that we used navigating through the attached designs in each different section of the personal dashboard. ## Questions: #### Introductory Modal - Are we still using this introductory modal after email syncing for teams, deals and portfolios? - [Introductory Modal](https://www.figma.com/proto/a9FkhiYKeR5MUvlVSx7x4x/User-Onboarding?page-id=13667%3A5488&node-id=13667%3A5582&viewport=546%2C629%2C0.125&scaling=min-zoom) - If yes, is the **Create a Company** option supposed to be **Add Company** that takes users to the Add Company wizard? - Syncing companies. The syncing progress bar screen, and list of companies the user is part of is dependent on if companeis were found. if no companies were found linked to the email address then it would just take the user to the dashboard with the modal open asking what action they'd like to take. #### Personal Dashboard(Redesign) - #### Make a referal - How does one make a referal? Do you share a link? Or do we need a separate design for referals? Modal attached - #### Notification at the top navbar - What type of notifications are we targeting? What should users be notified about? Tied to Activity - #### Search functionality - What should users be able to search? Users, companies, documents and scenarios - #### Activity - What falls into “activity”? Does this connect to Notifications - this is something that needs to be brainstormed with the dev team. what activities can be logged, which are currently logged. the design can faciliate that. - furthermore yes activties and notifications are linked with one another. - #### Companies You Manage, Your Portfolio and Deal Rooms - What are the additional options for the Kebab Menu? Removed from the designs - #### Edit Profile - Seeing that we will be using *Billflow* now, do we really need the **Payment Details** section? Removed from the designs - How are we connecting accounts - should this be split into log in and KYC? - Scenario: Sign up with Google Account - When sign up connecting with my google account - Then I do not get asked to verify my email - Scenario: Sign up with email address - When I sign up by entering an email address in the form - And choose a pass - Then I get asked to verify my email - Are we allowing for the switching of providers in this section? - Scenario: Email as login fallback - Given I have signed up with google account - When I try to disconnect google my google account - Then I am asked to set a email and password instead #### Personal Dashboard(Portfolio) - **⚠️ Shee (this is Marvin) there are some data points that are incorrect here and will need input from the legal team. Most importantly, the portfolio for the personal dashboard do not sufficiently distinguish between convertibles, SAFEs, shares and other different kinds of securities. As well, they should have a pop-up modale when you click on them that is not in the designs. ** This needs to be reviewed before implementation happens. ⚠️ - Hey marvin :wave: hows it going. This seems like a job for Mr Cap Table a.k.a. Usman - What are the additional options for the Kebab Menu? - Do we require two search functionalities on this page? - Scenario: Search is available if more than 2 pages - Given I am on a page with local search - When I type ssome keywords - Then the tables below are filtered #### Personal Dashboard(Deal Rooms) - What are the additional options for the Kebab Menu? - Manage - Edit scenario - Do we require two search functionalities on this page? - see answer for personal dashboard search above #### Personal Dashboard(Companies) - What are the additional options for the Kebab Menu? - Edit Profile - Manage Members - Upload Document - just goes to the documents tab - Manage Subsideries - just goes to the Subsideries tab - What is *Manage*? What should a user be able to do when they click on *Manage*? Takes me to the company - When I click manage - Then it takes me to the "Company Overview" page - Do we require two search functionalities on this page? - see answer for personal dashboard search above --- ## Missing designs: #### Personal Dashboard(Redesign) - #### Edit Profile - Currency settings is not available and the user should be able to convert their currency on the platform. - Just add a dropdown with a currency list - #### Navbar - Mobile navigation bar designs - Already done and is part of the component library - https://www.figma.com/file/Kbc4pBtdY9MEVzDxAdSnXN/Raise-Design-System?node-id=298%3A2081 #### Personal Dashboard(Portfolio) - Currently don't have designs for Shares and Convertibles, the only design provided is for All Shareholdings - Should be handled by usman whos working on the cap table stuff.