A checklist groups tasks that help a user complete a workflow. Each task has content, an action and completion settings.
A checklist groups tasks that help a user complete a workflow. Each task has content, an action and completion settings.
Task actions
Choose Read only, Execute JS, Go to Page or Start a tour. Configure the script, destination or tour for the selected action.
There is no separate Manual checkbox task type. Use the task's completion settings to decide how it is marked complete.
Completion settings
The default completion option depends on the selected task action. For Execute JS, it is labeled Script Executed Successfully. Choose Match Actions to use event conditions. Match Actions uses configured event conditions, so your application must send the matching events.
Test completion in your application. A completed task can reflect an action or a skip; it does not necessarily prove that a user completed a separate business outcome.
Design and targeting
Configure the checklist's title, task content and supported layout options. Then set the audience and whether the checklist starts manually or from an event.
Preview the checklist with a demo user. Check every action, the completion state and the completed checklist before publishing.
Results
Checklist analytics shows starts, completed checklists and task completion. The displayed overall completion rate is an average of task completion percentages. It is not the percentage of users who completed every task.