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PM Onboarding Features (import + post-import flows)

Three in-development PM onboarding features for users migrating from other platforms: a persona-C import entry screen with multi-select platform cards and auto-applied presets, weekly discovery callouts, and a personalized post-import Home.

What it is

Three in-development PM onboarding features for users migrating from other platforms.

Three related features that smooth the path for users coming from other project management tools:

Persona-C Import Entry

A first-run entry screen for users migrating from other platforms (Trello, Asana, Jira, Linear, Notion, ClickUp). Shows multi-select platform cards and auto-applies a platform-specific preset to each imported board (e.g. Monday gets 'operations', Jira gets 'engineering-jira', Trello gets 'trello'; multi-platform imports default to 'operations'). Gated as pm-persona-c-import (pmPersonaCImportEnabled).

Discovery Callouts

Weekly personalized callouts that surface cross-tool connections and automation offers based on Mission Control usage patterns. This is the same feature documented separately in the PM Discovery Callouts page. Gated as pm-discovery-callouts (pmDiscoveryCalloutsEnabled).

Post-Import Home

A personalized Home screen shown after a board import. Displays an imported-boards grid, a smart insight card computed from real data, and tailored onboarding checklist items. One-shot -- tracked by pmPostImportHomeSeen. Gated as pm-post-import-home (pmPostImportHomeEnabled).

Where to find it

All three are in-development, each gated behind its own unreleased feature flag. All use isUnreleasedFeatureVisible (never raw setting reads).

Persona-C appears as a first-run entry screen for someone arriving from another platform, Post-Import Home appears as the Home screen after a board import, and Discovery Callouts arrive weekly.

How it behaves

  • All three features are designed to work together as a cohesive onboarding journey for migrating users.

For agents

  • Persona-C auto-applies a platform-specific preset via applyPreset(db, boardId, PLATFORM_TO_PRESET[platform]) -- coordinated with the feature-profiles system.
  • Contract: pm-onboarding-features-contract.md.

Related

These flows are part of Mission Control, so mission-control.md is the parent page, and pm-import-framework.md is what the persona-C entry screen leads into — the pipeline that actually lands the imported boards. pm-onboarding-help.md is the sibling onboarding system, covering the checklist and contextual help a new PM user gets after arriving, and the callouts feature is documented in full at pm-discovery-callouts.md.

Last verified 2026-09-23