In panel.userguiding.com, under the Content section, there is the Checklists tab; click on it.

Here, you can find each Checklist you've created so far in list view. Also, you can proceed with creating new ones. If you want to make changes to an existing Checklist, click on its name or on the gear icon of the same row to go to its settings page.

On the Content tab, you can:

  • Continue with the checklist format. (it's the default).
  • Enable the search function to help end-users find the guides readily.
  • Edit its title and subtitle.
  • Add new guides into it or drop the existing ones.
  • If you don't add a custom goal to a guide (by clicking on its name or the pencil icon), by default, the guide in the Checklist will be considered completed when the end-user completes all its steps.
  • If you wish, enable the Unlock Checklist Items in Order option for a more sequential experience.

Important: If you want to set a custom goal for the guides to be checked, conditioning is the same as creating segments. To learn more about Segmentation Properties and Rules, click here.

Important: Don't forget to check if the selected guides have the Auto-Trigger option turned off since triggering guides from a checklist is a custom triggering method.

On the Customize tab, you can:

Important: We position a checklist on the page through its launcher.

Finally, on the Configure tab, you can:

  • Change the Checklist status from inactive to active and vice versa.
  • Define a targeting page for the checklist to decide on which pages you want it to be visible.
  • Then choose the user segment who can see the checklist. This one is visible for all users.
  • Set the appearance for the Checklist. In this example, when the end-user access the target URL, it will show already open (Open by Default option), and when all guides' goals are completed, it won't show anymore (Hide as Completed option).
  • Important: Your web application must contain our container code to display the checklist. And guides should be in the same container with their checklist.
  • Double-check the final look of your checklist before making it live.
  • Lastly, if you're happy with the final result, activate the Checklist, save all the changes, and publish them on your platform by clicking on the green Publish Changes button on the right top.

Related Articles:
Creating Onboarding Checklists
Help Center Settings
What is a Hotspot & Hotspots vs. Guides

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