What are Checklists?

Learn what Checklists are, how to use them and how to create them.

Gabriel avatar
Written by Gabriel
Updated over a week ago

What are Checklists?

Checklists are onboarding contents containing a list of organized guides. They are placed on web applications' dashboards to assist and support end-users. 

They have been designed to ensure consistency and completeness in end-user experiences that you build with guides.

To open a checklist, you must click on the launcher icon as shown below. If you prefer, you can set it to open by default by accessing:
Checklists > Settings > Configure > Appearance Settings > Open by Default.

In the Appearance Settings, you can also hide checklists when completed. And give your users the option to dismiss and stop seeing this checklist.

To open a guide in a checklist, click on its name.

If the end-user reaches a goal, conditioned by a guide they follow through, the Guide on the Checklist gets completed and wins a tick.

Let's continue talking over them through an example that is very familiar to you 😉

What do checklists look like?

Below, you can see UserGuiding's Onboarding Checklist residing in panel.userguiding.com.
Important: If you can't see your Checklist there, try disabling any Ad Blocker.

The title of this Checklist is Welcome on board! And, its function is to provide a gliding onboarding experience for our new users who've just arrived in our dashboard.

It covers a journey starting from signing up to UserGuiding and leading people to publish their first live Guide! 

Each Guide corresponds to a single stage of the onboarding process, making this experience gradual. 

When a stage is completed, the corresponding Guide wins the tick, and the progress bar fills up some more. 

How do end-users operate Checklists?

Go ahead and find the Checklist Launcher Icon on the bottom left corner of the panel.userguiding.com and open it.

After this point, the only thing you should do now is to click on a guide's name and follow its steps.  All guides on our Onboarding Checklist will direct and support you all the way. And, within NO TIME, you will

  • Install our Chrome Extension.

  • Create your first Guide.

  • Complete integration with UserGuiding.

  • Publish your first Guide live!

With each completed Guide, you will see that your progress on the bar is increasing and, gradually, you get close to being a successful UserGuiding user by finishing this journey we structured for you.

How to utilize Checklists in your web app?

You can create your checklists, place them on your web application's dashboard, and keep an eye on end-user progress upon the checklists.

Checklists can have different functions, but they do unify in purpose: Creating a Successful User Experience 🙌

With checklists, you can gain the following outcomes and many more:

  • Onboarding end-users self-sufficiently

  • Nourish Platform Engagement 

  • Increase Overall Product and New Feature Adoption 

Guides' that you put inside a checklist can be unlocked to reduce user errors. By enabling this feature, you can better organize guides and avert any confusion that end users might experience on your platform.

How to Create Checklists?

Learn how to create Checklists here.

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