Create a checklist to help users work through a set of tasks.
Create a checklist to help users work through a set of tasks.
Add tasks
For each task, write a clear title and choose Read only, Execute JS, Go to Page or Start a tour. Configure the destination, script or tour where needed.
Review Mark as complete separately. Match Actions requires the matching events to be sent by your application.
Review design
Configure the checklist's title, subtitle and available layout options. Review the progress display, placement and initial state.
Use only completion behavior shown in the editor. Do not assume there is a separate completion modal or automatic redirect.
Configure targeting
Choose the audience and a manual or event-based start. Review Show once or Show every time.
Test before publishing
Complete every task as a demo user and check the resulting state. A skipped task is marked complete, and an action's completion does not always prove that a downstream business outcome succeeded.
Publish when actions, targeting and completion behave as intended. Review starts and per-task completion afterward.