How to design a Checklist

With Checklists, you can help keep user onboarding under control. Multiple checklists can be used for different purposes.

Checklists allow you to create a list of actions you want the user to take. You can include Tours, Articles, Videos, and much more in each Checklist. When the user performs an action (e.g. completes a tour or reads an article), that item is marked finished. The user will see the progress they're making visualized by a progress bar. Once all items are checked, they will see a celebratory animation confirming the completion of the Checklist. 

Onboarding Checklists

Onboarding Checklists are the most typical checklist you will use. Each application should have an onboarding checklist that contains all the steps you want the user taking to be familiarized with your application.
When considering your checklist, focus on including essential steps that will motivate your users to continue using your app, rather than trying to incorporate every single detail.

Multiple Checklists

You can have as many Checklists as you need (based on your subscription tier) and Segmentation can be used to choose which users see which Checklists.

Examples include:

  • Checklists for new users
  • Checklists for advanced users
  • Checklists for specific sections of the application

Checklist Visibility

You can restrict the visibility of Checklists to certain URLs. This is a convenient option when using multiple checklists.

Embedded Checklist

You can embed checklists directly into your application, creating integral content that matches your themes & designs.

Checklist & Custom Events

Custom events are a very powerful feature and they can be used with Checklists as well.

  • Checklist can be started based on a custom event (such as a user being switched into a new role)
  • A custom event can mark checklist item "done" (such as a user uploading their photo)
  • A checklist task can be marked as "done" based on a custom event generated by a custom property sent via integration (a custom property from Hubspot)

Checklists & API-driven items

API-driven checklist items are a big help when you need more advanced onboarding flows. For instance, if you want the user to fill multiple forms and finish an advanced account setup.

Group-based checklists

You can show a checklist that will share its state through a group of users. This can be handy when your onboarding is company based.