# Checklists

## **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.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FEjEQCVfwcyWHa6g1IsQn%2Fimage.png?alt=media&#x26;token=0c7b50c3-5f9b-4f9a-9973-673fef40f9a1" alt=""><figcaption><p>Checklists dashboard</p></figcaption></figure>

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FeSJm4BIKG6iq7Wd87BKS%2Fimage.png?alt=media&#x26;token=6ae8a9db-c3a3-4c97-a945-72caa0cb4881" alt=""><figcaption><p>Empty state first checklist</p></figcaption></figure>

### **Main Features**

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2F39g9q28by43UKTV7yaZL%2Fimage.png?alt=media&#x26;token=c31bcefa-ea01-4e7c-a3fa-e5e255448f56" alt=""><figcaption><p>Checklist builder</p></figcaption></figure>

* **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**](https://help.usejimo.com/docs/experiences/checklists/components)**:** Manage the addition or removal of checklist elements.
  * [**Theme Tab**](https://help.usejimo.com/docs/build/theme)**:** Apply and manage preset styles for consistent design.
  * [**Languages Tab**](https://help.usejimo.com/docs/build/multiple-languages)**:** 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](#user-content-fn-1)[^1].&#x20;
  * The '[Preview](https://help.usejimo.com/docs/build/preview)' to see a full simulation of your checklist.
  * The '[Target & Publish](https://help.usejimo.com/docs/publish/target-and-publish)' sets the criteria for who will see the checklist and when.

***

<details>

<summary><mark style="color:blue;background-color:yellow;">Best Practices</mark></summary>

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

</details>

***

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>Overview</td><td><a href="checklists/overview">overview</a></td></tr><tr><td>Components</td><td><a href="checklists/components">components</a></td></tr><tr><td>Behavior</td><td><a href="checklists/behavior">behavior</a></td></tr></tbody></table>

[^1]: <img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FQ5r0zzDqjnuzuqPc4xSm%2FTMbuilderSave.png?alt=media&#x26;token=1f8501d8-918c-40b5-bbc2-1028e527d5e6" alt="" data-size="original">