Checklists

Checklists are interactive task lists that guide users through multi-step processes. They're perfect for onboarding, feature adoption, and setup flows.

When to Use Checklists

• New user onboarding

• Feature adoption guides

• Account setup flows

• Product tours

• Training sequences

• Goal-oriented engagement

How Checklists Work

Checklists appear as a collapsible widget in the corner of your app:

1. Launcher - A small button showing progress

2. Expanded View - Full list of tasks when clicked

3. Progress Tracking - Visual progress bar

4. Completion State - Celebration when all done

Users can collapse and expand at will, allowing them to complete tasks at their own pace.

Creating a Checklist

1. Start a New Checklist

1. Go to Messages in the sidebar

2. Click New Message

3. Select Checklist

4. Choose a template or start from scratch

2. Configure Basic Info

Title

The checklist heading users see:

• "Getting Started"

• "Complete Your Profile"

• "Set Up Your Workspace"

Description (Optional)

A subtitle explaining the checklist's purpose:

• "Complete these steps to get the most out of Acme"

3. Add Checklist Items

Click Add Item for each task:

Item Text

The task description:

• "Create your first project"

• "Invite a team member"

• "Connect your calendar"

Item Description (Optional)

Additional context for the task.

Action Link (Optional)

Add a URL that opens when clicking the link icon:

• Links to the relevant page

• External documentation

• Video tutorials

Completion Type

Manual Completion

• User clicks the checkbox to complete

• Best for acknowledgment tasks

Automatic Completion

• Task completes when conditions are met

• Based on events or contact properties

See Automatic Completion below.

4. Customize Appearance

Position

• Bottom Right - Standard position (default)

• Bottom Left - Alternative corner

Colors

• Background Color - Widget background

• Text Color - Title and item text

• Accent Color - Progress bar, checkmarks, buttons

Display Options

• Show Progress Bar - Visual completion indicator

• Collapsible - Allow minimizing to launcher

• Require Sequential Completion - Must complete in order

5. Completion Message (Optional)

Show a celebration when all items are done:

1. Enable Show Completion Message

2. Set Completion Title: "You're all set! 🎉"

3. Set Completion Description: "You've completed all the steps"

6. Set Up Targeting

Target specific user segments:

Example: New user onboarding

Contact Property → Signed Up At → Is Within → 30 days

Example: Feature adoption

Contact Property → Plan → Equals → "pro"
AND
Event → Feature X Used → Has Not Done

7. Publish

Preview the checklist, then click Publish.

Automatic Completion

Make tasks complete automatically when users take actions.

Event-Based Completion

Complete when a specific event is tracked:

1. Set completion type to Automatic

2. Add a rule: Event

3. Select the event (e.g., "project_created")

4. Choose operator: Has Done

Example rules:

• User has done "invited_team_member"

• User has done "connected_calendar"

• Event count for "exports" is greater than 0

Contact-Based Completion

Complete based on contact properties:

1. Add a rule: Contact Property

2. Select property (e.g., "profile_complete")

3. Set condition: Equals → true

Multiple Conditions

Combine rules with AND/OR logic:

Event → "file_uploaded" → Has Done
AND
Event → "file_uploaded" → Count Greater Than → 2

Reordering Items

Drag and drop items to reorder them. Order matters especially when Require Sequential Completion is enabled.

Best Practices

Item Design

• Keep tasks achievable - Break large tasks into smaller steps

• Be specific - "Invite a team member" vs "Set up team"

• Action-oriented - Start with verbs

• 5-7 items max - Don't overwhelm users

Progress & Motivation

• Always show progress bar - it motivates completion

• Use completion messages - celebrate success

• Consider rewards - link to features/content upon completion

Targeting

• Show to the right users at the right time

• Remove checklist after completion period

• Don't show onboarding to veteran users

Completion Types

• Use manual for acknowledgment (reading docs, watching videos)

• Use automatic for trackable actions (creating, inviting, exporting)

Examples

New User Onboarding

Title: "Get Started with Acme"
Description: "Complete these steps to set up your account"

Items:
1. Complete your profile (Auto: profile_completed event)
2. Create your first project (Auto: project_created event)
3. Invite a team member (Auto: team_member_invited event)
4. Watch the intro video (Manual)
5. Explore the dashboard (Manual)

Position: Bottom Right
Show Progress: Yes
Completion Message: "You're ready to go! 🚀"

Targeting:
- Signed Up At is within 14 days
- Role does not equal "invited_member"

Feature Adoption

Title: "Master Advanced Reports"
Description: "Unlock the power of data analytics"

Items:
1. Create a custom report (Auto: custom_report_created)
2. Add a filter (Auto: report_filter_added)
3. Schedule a report (Auto: report_scheduled)
4. Share with your team (Auto: report_shared)

Targeting:
- Plan equals "pro" OR Plan equals "enterprise"
- Event "custom_report_created" has not done

Analytics

Track checklist performance:

• Views - Users who saw the checklist

• Completion Rate - Percentage who finished all items

• Per-Item Completion - Which items get completed

• Drop-off Points - Where users stop

Use these insights to optimize your checklist flow.