Kundresan

User Journey Map: Sign-up to Task Management

This document outlines a
6-step journey for a user signing up, onboarding, and managing tasks in a team workspace. It highlights actions, emotions, touchpoints, and improvement opportunities to guide product refinements.

1. Sign up — Create Account
Brief: User registers to access the product.

User actions: Choose plan, enter email/password or SSO, accept terms, verify email.

Emotions: Curious, cautious about commitment.

Touchpoints: Marketing site, sign-up form, SSO, email verification.

Pain points/opportunities: Reduce fields; clarify pricing and data use; streamline SSO; clear error messaging.

2. Account Setup — Add Profile Details
Brief: User personalizes profile and preferences.

User actions: Add name, role, photo; set notification and timezone; import contacts.

Emotions: Motivated but sensitive to effort.

Touchpoints: Profile form, integrations (Google/Microsoft), settings.

Pain points/opportunities: Minimize mandatory fields; show progress; allow skip/finish later; sensible defaults.

3. Onboarding Tour — Learn Key Features
Brief: User gets a guided tour of core value.

User actions: Follow walkthrough, complete tooltips/checklists, watch short videos.

Emotions: Interested, can be overwhelmed.

Touchpoints: In-app coachmarks, modal tips, help center.

Pain points/opportunities: Keep tour short and role-based; interactive not passive; allow dismiss/return; surface “why it matters.”

4. Join/Create Workspace — Enter Team Environment
Brief: User connects to a team space.

User actions: Create workspace or join via invite code/link; set workspace name, privacy; invite teammates.

Emotions: Eager to collaborate; uncertainty about setup choices.

Touchpoints: Workspace wizard, invite flow, email/slack invites.

Pain points/opportunities: Recommend templates; defaults for permissions; clear join vs. create; bulk invite options.

5. First Task Creation — Create First Task
Brief: User experiences core task flow.

User actions: Add task title, description, assignee, due date; attach files; pick project/labels.

Emotions: Accomplished if fast; frustrated by friction.

Touchpoints: Task composer, project list, file picker, quick-add.

Pain points/opportunities: Single-field quick add; smart suggestions; templates; keyboard shortcuts; inline validation.