---
title: PM Onboarding Features (import + post-import flows)
---

# PM Onboarding Features (import + post-import flows)

## 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](mission-control.md) is the
parent page, and [pm-import-framework.md](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](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](pm-discovery-callouts.md).