Checklists

Create interactive Checklists to guide users through tasks. Customize task actions, set conditions, and track progress. Perfect for onboarding or completing steps.

What are checklists ?

Checklists help guide users through essential tasks with an on-screen list that tracks progress. Configure task actions, completion conditions, and a final step to enhance user engagement.

Accessing the Builder

Navigate to the Builder from the dashboard to start crafting your checklist.

Checklists dashboard

Empty state first checklist

Main Features

Checklist builder

• A (Navigator - Checklist Elements): This section displays the checklist elements (Header, Task List, Dismiss) within the expanded checklist. You can access their specific parameters and the general checklist options here.

• B (Trigger): This area represents the display settings for the collapsed version of the checklist. It controls how and when the checklist is displayed on-screen.

• C (Tab Selector): Use this to switch between different tabs. By default, it’s on the Navigator tab, but you can also access:

  • Element Tab: Manage the addition or removal of checklist elements.

  • Theme Tab: Apply and manage preset styles for consistent design.

  • Languages Tab: Set up translations for multi-language support.

• D (Top Bar - Step Switcher): This bar allows you to switch between the checklist steps, like the Task List and Completion Step. Note that these are fixed steps, so you cannot add additional steps here.

• E (Behavior Parameters): These settings are available for the main checklist element and each task within it. Use this section to configure behavior options, such as task actions and completion conditions.

• F (Style/Positioning Parameters): This section lets you customize the appearance, including text, size, colors, and positioning on the screen.

• G (Live Preview): Here, you can see an interactive preview of the checklist, allowing you to access and adjust parameters directly by interacting with elements in the preview.

• H (Action Buttons): Here, you'll find multiple actions:

  • The 'Save' button to secure your progress. This button allows you to force save but the builder automatically saves your work regularly.

  • The 'Preview' to see a full simulation of your checklist.

  • The 'Target & Publish' sets the criteria for who will see the checklist and when.

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Best Practices

• Consistent Design: Use the themes panel to maintain a consistent look across your tour.

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Overview

Components

Behavior