UX: Add transfer to quick actions

Summary

The transfer action is currently buried in settings, creating discoverability issues and requiring a lengthy 3-step process: (locate a group → navigate to settings → locate transfer configuration).

To boost efficiency and create a mental model that better aligns with user expectations, we propose surfacing these actions in the list view, reducing the flow from 3 steps to 2 steps. This improvement is particularly essential for admins and owners who need to perform bulk actions across multiple items. We're also taking this opportunity to refine the copy and design to enhance the overall user experience.

Design proposal

  • Service transfer as quick action directly within list views for both groups and projects, eliminating the need to navigate to separate settings pages
  • Implement an intuitive modal interface allowing users to browse and select the target location for their transfer
  • Impact awareness: Display blue informational messages highlighting the consequences of the transfer (e.g., "Repository URLs will be updated to reflect the new location")
  • Provide toast feedback to confirm transfer completion

Figma prototype

Quick action - Initiate Transfer modal - Configuration Toast feedback - Complete
Frame 11.png Frame 12.png Frame 15.png

Copy changes

  • Add descriptive link to help centre
  • Rewrite warning messages to be more user-friendly and direct
  • Update dropdown text and options e.g. No parent group → New top level group
  • Ideally we would apply the same changes to transfer setting card

Toast feedback messages

  • [Group/project name] has been transferred successfully for those that transferred successfully immediately or within less than 3 seconds (or whatever time we define as the threshold here).
  • [Group/project name] transfer in progress for those that were queued.

Implementation scope

The action should be added to the following pages:

  • Your works/ Projects
  • Your works/ Groups
  • Explore/ Projects
  • Explore/ Groups
  • Admin area/ Projects
  • Admin area/ Groups
  • User profile/ Projects
  • User profile/ Groups
  • Group overview
  • Project overview

Design changes:

  • Add Transfer action to dropdown in All or Active tabs for users that have permission to do - This triggers the confirmation modal to select a location to transfer to.
  • Add Transfer action to dropdown in group and project page header - This triggers the confirmation modal to select a location to transfer to.

Technical Note:

We'll do this for pages that have been migrated to Vue, for other pages we will do this as part of the migration.

Edited by Jason Hung