1. Go to Checklists and select New checklist.
  2. Add a name, header, and supporting copy.
  3. Add checklist items. Choose Read only, Execute JS, Go to Page or Start a tour.
  4. For each item, review Mark as complete. Use the action-specific default or choose Match Actions and configure the matching event conditions.
  5. Arrange the items in the order users should complete them.
  6. Configure design, launch behavior, and audience targeting.
  7. Preview the checklist, then publish it.

To place the checklist inside a page, enable the embed option and enter the CSS selector of the destination element. To measure performance after publishing, open the checklist's Analytics tab.

Checklist task editor with the four task actions and completion settings.
Checklist task editor with the four task actions and completion settings.

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