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What we'll build

Let's create our first onboarding checklist. We'll build a 4-task checklist that guides new users through the essential setup steps for your product: completing their profile, creating their first project, inviting a teammate, and connecting an integration. By the end, you'll know how to configure tasks, set completion actions, preview, and publish.

Step 1: Create a new checklist

From the Userorbit dashboard, navigate to Checklists in the left sidebar and click Create Checklist. Give it a clear name — something like "Get started with [Your Product]" — since this name is visible to users in the widget. You can also add a short description that appears below the title, like "Complete these steps to set up your account."

Step 2: Add tasks

Now let's add our four tasks. Click Add Task for each one:

Task 1: Complete your profile

• Title: "Complete your profile"
• Description: "Add your name and photo so your team knows who you are."
• Completion trigger: Set this to Event-based and select the event Profile Updated. The task will automatically check off when the user updates their profile.
• Action on click: Set to Navigate to URL and enter /settings/profile. This takes users directly to the right page when they click the task.

Task 2: Create your first project

• Title: "Create a project"
• Description: "Projects organize your work. Create one to get started."
• Completion trigger: Event-based, using the Project Created event.
• Action on click: Navigate to /projects/new, or optionally Start a tour if you've already built a project creation tour.

Task 3: Invite a teammate

• Title: "Invite a teammate"
• Description: "Collaboration is better together. Invite someone to join you."
• Completion trigger: Event-based, using the Team Member Invited event.
• Action on click: Navigate to /settings/team.

Task 4: Connect an integration

• Title: "Connect an integration"
• Description: "Link your favorite tools to streamline your workflow."
• Completion trigger: Event-based, using the Integration Connected event.
• Action on click: Navigate to /settings/integrations.

Step 3: Configure completion behavior

Scroll down to the Completion section. Here you decide what happens when a user finishes all four tasks:

• Completion message: Enter something encouraging, like "You're all set! Your account is fully configured."
• Action on completion: Options include showing a celebratory modal, navigating to a specific page, or simply dismissing the checklist. For onboarding, a brief congratulations modal works well.
• Hide after completion: Enable this so the checklist disappears from the widget once all tasks are done, keeping the interface clean for established users.

Step 4: Preview

Click Preview to see the checklist as it will appear in the widget. Verify that:

• The title and descriptions are clear and actionable.
• Clicking each task navigates to the correct page or triggers the right tour.
• The progress indicator updates as items are checked.
• The completion message displays correctly when all tasks are done.

Step 5: Publish

When everything looks good, click Publish. The checklist will appear in the widget for users who match your targeting rules. By default, it shows to all users — you can refine targeting later to show it only to new signups or specific segments.

You've just launched your first onboarding checklist. Monitor completion rates in the Analytics tab and iterate on task order, descriptions, or the number of items based on what you learn.