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