Overview
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.
Last updated
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.
Last updated
Navigate to the Builder from the dashboard to start crafting your checklist.
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 .
The 'Preview' to see a full simulation of your checklist.
The 'Target & Publish' sets the criteria for who will see the checklist and when.
