How to create a checklist in Userorbit

Create guided, interactive checklists to drive onboarding, feature adoption, and ongoing success inside your product.

Before you start

• Define the goal for the checklist (e.g., complete onboarding, adopt a feature)
• List the key steps users must take to achieve the goal
• Identify any success criteria or tracking events

Create a new checklist

1. Go to Checklists in your Userorbit admin dashboard.
2. Click New checklist.
3. Name your checklist and add a short description.
4. Choose the default audience or leave it open for now.

Add and organize steps

1. Click Add step to create a new item.
2. Provide a clear title and optional description.
3. Choose a completion condition:
   • Manual mark as complete
   • Event-based (e.g., user performed action)
   • Property-based (e.g., plan == Pro)
4. Reorder steps by dragging to set the ideal sequence.

Configure behaviors

• Auto-open behavior (on first login, on specific pages)
• Allow users to collapse/dismiss
• Restrict to desktop or mobile
• Completion celebration and follow-up actions

Preview and publish

1. Click Preview to test the checklist experience.
2. Validate step completion logic and ordering.
3. Click Publish to make the checklist available.

Best practices

• Keep step titles short and action-oriented
• Aim for 3–7 steps per checklist
• Use clear completion criteria to reduce confusion
• Group advanced steps into a separate checklist

Troubleshooting

• Steps not completing: verify event/property conditions and spelling
• Checklist not visible: check audience targeting and publish status
• Wrong order: drag to reorder and republish

Contact Userorbit support