Checklists Overview

Checklists are a great way to guide users through your app and help with onboarding. They break down tasks into easy steps, showing users their progress with a progress bar. When all tasks are completed, users see a fun animation celebrating their success.

Key Features of Checklists

Onboarding Checklists

Onboarding checklists are used to help new users get familiar with your app. Focus on key steps that encourage users to keep exploring your app, rather than trying to cover everything.

Multiple Checklists

You can create different checklists for different user needs or parts of your app. For example:

• A checklist for new users
• A checklist for experienced users
• A checklist for specific features or sections

You can also use segmentation to control who sees each checklist and on which pages they appear.

Embedded Checklists

You can add checklists directly into your app, making them feel like a natural part of the experience.

Custom Events

Custom events allow you to trigger actions in your checklists. For example:

• Start a checklist when a user changes roles
• Mark a task as done when a user uploads a photo or completes a form

API-Driven Items

For more advanced flows, you can use API-driven items. These are helpful when you want to track things like form submissions or complex account setups.

Flexibility and Customization

Checklists can include Tours, Articles, Videos, and other content. They can be tailored to different users or sections of your app and can be easily embedded to fit your design.