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Overview

Checklists are powerful tools for user onboarding and task completion. They provide:
  • A reliable anchor for new users
  • Clear progress tracking
  • Easy access to related tours
  • A sense of achievement
  • Persistent guidance throughout the user journey

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Creating Checklists

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Basic Setup

  1. Navigate to the Checklists page in the sidebar
  2. Create a new checklist
  3. Configure auto-start conditions
  4. Publish your checklist
The checklist will automatically appear in your application via Usertour.js - no additional installation required.

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Task Configuration

Each checklist task includes:
  • Task name
  • Optional subtitle
  • Completion condition
  • One or more actions
For example, you can create a task that:
  • Triggers when users create their first project
  • Launches a guided tour
  • Updates the checklist progress

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User Experience

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Default Display

Checklists appear in the lower-right corner of the screen:

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Interaction Features

  • Click tasks to trigger associated actions
  • Minimize to show the “Get started” launcher
  • View remaining task count
  • See real-time progress updates
  • Watch checkmark animations on completion

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Flow Completion Integration

To mark tasks as complete when users finish a flow:

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Customization

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Appearance

Customize your checklist through the theme editor:
  • Access via Settings -> Themes
  • Modify colors and styling
  • Adjust positioning
  • Customize launcher appearance

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Visibility Control

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Dismissal Options

  • Users can dismiss via the “Dismiss checklist” button
  • Prevent dismissal in advanced settings
  • Toggle “Prevent users from dismissing checklist”

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Conditional Hiding

Control checklist visibility with temporary hide conditions:
  • Hide on specific pages
  • Hide in certain scenarios
  • Hide when embedded in resource centers
  • Hide launcher independently
Note: For complete control over checklist visibility, configure auto-start conditions rather than using temporary hide conditions.

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Best Practices

  1. Keep it Focused
    • Limit tasks to essential steps
    • Use clear, actionable language
    • Provide context in subtitles
  2. Progress Tracking
    • Show clear progress indicators
    • Celebrate task completion
    • Maintain engagement
  3. Integration
    • Connect with relevant flows
    • Link to important features
    • Guide users naturally
  4. User Control
    • Allow task skipping when appropriate
    • Provide clear navigation
    • Enable easy access to help