> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usertour.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Checklists

> Learn how to create and manage interactive checklists to guide users through your product

## 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

## Creating Checklists

### 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](/developers/usertourjs-reference/overview) - no additional installation required.

<img src="https://mintcdn.com/usertour/nYBy6MD0LzNhBLol/images/checklist-04.png?fit=max&auto=format&n=nYBy6MD0LzNhBLol&q=85&s=152e4155ef616b69799e381fcda96ebd" alt="" width="1440" height="828" data-path="images/checklist-04.png" />

### 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

## User Experience

### Default Display

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

<img src="https://mintcdn.com/usertour/nYBy6MD0LzNhBLol/images/checklist-02.png?fit=max&auto=format&n=nYBy6MD0LzNhBLol&q=85&s=c3efd491ebb91550c45cc3b9929a24fe" alt="" width="1474" height="984" data-path="images/checklist-02.png" />

### 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

### Flow Completion Integration

To mark tasks as complete when users finish a flow:

<img src="https://mintcdn.com/usertour/nYBy6MD0LzNhBLol/images/checklist-03.png?fit=max&auto=format&n=nYBy6MD0LzNhBLol&q=85&s=d69f0b33308ec107adb568916089e30c" alt="" width="1440" height="828" data-path="images/checklist-03.png" />

## Customization

### Appearance

Customize your checklist through the theme editor:

* Access via [Settings -> Themes](https://app.usertour.io/project/1/settings/themes)
* Modify colors and styling
* Adjust positioning
* Customize launcher appearance

### Visibility Control

#### Dismissal Options

* Users can dismiss via the "Dismiss checklist" button
* Prevent dismissal in advanced settings
* Toggle "Prevent users from dismissing checklist"

#### 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.

## 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