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[No QA] Docs updates for E/A#92146 document Inbox All/Unread/To-dos filter tabs#93479

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[No QA] Docs updates for E/A#92146 document Inbox All/Unread/To-dos filter tabs#93479
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Summary

Documents the new Inbox filter tabs added in #92146.

The PR adds three filter tabs to the top of the InboxAll, Unread, and To-dos — each with a count badge, and persists the selected tab. This updates the Navigating New Expensify article to describe that behavior.

Changes

  • Added a ## How to filter your Inbox using tabs section to docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md describing the All, Unread, and To-dos tabs, the count badges, and the persisted tab selection.
  • Added Inbox-filter keywords to the article metadata for retrieval.

Labels and capitalization were taken from the merged source (src/languages/en.tsinboxTabs.all = All, inboxTabs.unread = Unread, inboxTabs.todo = To-dos).

Related


@youssef-lr, please review the files changed and confirm they reflect the current behavior. Then mark this PR Ready for review.

Co-authored-by: Youssef Lourayad <youssef-lr@users.noreply.github.com>
@MelvinBot MelvinBot added the HelpDot Apply this label if the issue relates to ExpensifyHelp label Jun 12, 2026
@github-actions github-actions Bot changed the title Docs updates for E/A#92146 document Inbox All/Unread/To-dos filter tabs [No QA] Docs updates for E/A#92146 document Inbox All/Unread/To-dos filter tabs Jun 12, 2026
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@stephanieelliott stephanieelliott marked this pull request as ready for review June 19, 2026 21:39
@stephanieelliott stephanieelliott self-requested a review as a code owner June 19, 2026 21:39
Comment thread docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md Outdated
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HelpDot Documentation Review

Overall Assessment
This PR adds a single, well-scoped How to filter your Inbox using tabs section to the Navigating New Expensify article, documenting the new All, Unread, and To-dos Inbox filter tabs, their count badges, and persisted tab selection. It also extends the article keyword metadata for retrieval. The change is small, focused, and largely compliant with the help site governance standards.

Scores Summary

  • Readability: 9/10 - Clear, concise prose with a scannable bulleted list explaining each tab. Formatting is appropriate for a descriptive (non-procedural) section.
  • AI Readiness: 9/10 - Task-based "How to..." heading using the feature name, expanded keywords reflecting real search intent (Inbox filters, All, Unread, To-dos), heading hierarchy preserved, and internalScope retained in frontmatter.
  • Style Compliance: 9/10 - UI labels (All, Unread, To-dos, Inbox) are bolded and match the merged source (en.ts inboxTabs), no quotation marks, sentence case preserved.

Key Findings

  • New heading is task-based and feature-specific, satisfying the AI retrieval requirement for at least one full "How to..." heading.
  • UI terminology matches the source of truth exactly (inboxTabs.all = All, unread = Unread, todo = To-dos), with correct bold formatting and no synonyms.
  • Screenshot placeholder follows the required non-rendered HTML comment format and is placed correctly after the section it supports.
  • Only top-level and section-level headings are used; no deeper nesting, generic, or platform-only headings introduced.
  • Keyword metadata is meaningfully expanded for semantic retrieval.

Recommendations

  • Minor: "using tabs" in the heading is slightly redundant since the section is about the filter tabs; "How to filter your Inbox" would read just as clearly while remaining searchable. Optional.
  • Confirm the tabs appear identically on web and mobile. If so, no platform split is needed (current single description is correct); if not, add separate web/mobile phrasing per the Naming Conventions.
  • Consider whether "chats" matches the exact in-product terminology used elsewhere in this article for Inbox items, to keep terminology consistent.

Files Reviewed

  • docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md - Approved with minor optional suggestions. New section and keyword update are compliant.

Note: This PR adds only a single focused section; no inline comments were necessary.

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Comment thread docs/articles/new-expensify/getting-started/Navigating-New-Expensify.md Outdated
@stephanieelliott stephanieelliott requested a review from a team June 20, 2026 04:23
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Concierge reviewer checklist:

  • I have verified the accuracy of the article
    • The article is within a hub that makes sense, and the navigation is correct
    • All processes, screenshots, and examples align with current product behavior.
    • All links within the doc have been verified for correct destination and functionality.
  • I have verified the readability of the article
    • The article's language is clear, concise, and free of jargon.
    • The grammar, spelling, and punctuation are correct.
    • The article contains at least one image, or that an image is not necessary
  • I have verified the formatting of the article
    • The article has consistent formatting (headings, bullet points, etc.) with other HelpDot articles and that aligns with the HelpDot formatting standards.
    • The article has proper text spacing and breaks for readability.
  • I have verified the article has the appropriate tone and style
    • The article's tone is professional, friendly, and suitable for the target audience.
    • The article's tone, terminology, and voice are consistent throughout.
  • I have verified the overall quality of the article
    • The article is not missing any information, nor does it contain redundant information.
    • The article fully addresses user needs.
  • I have verified that all requested improvements have been addressed

For more detailed instructions on completing this checklist, see How do I review a HelpDot PR as a Concierge Team member?

cc @CortneyOfstad

@melvin-bot melvin-bot Bot requested review from CortneyOfstad and removed request for a team June 20, 2026 04:23
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@CortneyOfstad Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

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A preview of your ExpensifyHelp changes have been deployed to https://af049d9a.helpdot.pages.dev ⚡️

Updated articles:

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