Creating Checklists

Hussain

<p>Create guided, interactive checklists to drive onboarding, feature adoption, and ongoing success inside your product.</p><h2>Before you start</h2><ul><li><p>Define the goal for the checklist (e.g., complete onboarding, adopt a feature)</p></li><li><p>List the key steps users must take to achieve the goal</p></li><li><p>Identify any success criteria or tracking events</p></li></ul><h2>Create a new checklist</h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-list.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.6086105675146771"><ol><li><p>Go to Checklists in your Userorbit admin dashboard.</p></li><li><p>Click New checklist.</p></li><li><p>Name your checklist and add a short description</p></li><li><p>Choose the default audience or leave it open for now.</p></li></ol><h2><u>Add and organize steps</u></h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-edit.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.6596173212487413"><ol><li><p>Click Add step to create a new item.</p></li><li><p>Provide a clear title and optional description.</p></li><li><p>Choose a completion condition:</p><ul><li><p>Manual mark as complete</p></li><li><p>Event-based (e.g., user performed action)</p></li><li><p>Property-based (e.g., plan == Pro)</p></li></ul></li><li><p>Reorder steps by dragging to set the ideal sequence.</p></li></ol><h2>Configure behaviors</h2><ul><li><p>Auto-open behavior (on first login, on specific pages)</p></li><li><p>Allow users to collapse/dismiss</p></li><li><p>Restrict to desktop or mobile</p></li><li><p>Completion celebration and follow-up actions</p></li></ul><h2>Preview and publish</h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-detail.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.6612903225806452"><ol><li><p>Click<strong> Preview</strong> to test the checklist experience.</p></li><li><p>Validate step completion logic and ordering.</p></li><li><p>Click<strong> Publish</strong> to make the checklist available.</p></li></ol><h2>Best practices</h2><ul><li><p>Keep step titles short and action-oriented</p></li><li><p>Aim for 3–7 steps per checklist</p></li><li><p>Use clear completion criteria to reduce confusion</p></li><li><p>Group advanced steps into a separate checklist</p></li></ul><h2>Troubleshooting</h2><ul><li><p>Steps not completing: verify event/property conditions and spelling</p></li><li><p>Checklist not visible: check audience targeting and publish status</p></li><li><p>Wrong order: drag to reorder and republish</p></li></ul><h4>Contact <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="mailto:support@userorbit.com"><span><u>Userorbit support</u></span></a></h4>

How to create a checklist in Userorbit

<p>Create guided, interactive checklists to drive onboarding, feature adoption, and ongoing success inside your product.</p><h2>Before you start</h2><ul><li><p>Define the goal for the checklist (e.g., complete onboarding, adopt a feature)</p></li><li><p>List the key steps users must take to achieve the goal</p></li><li><p>Identify any success criteria or tracking events</p></li></ul><h2>Create a new checklist</h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-list.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.6086105675146771"><ol><li><p>Go to<strong> Checklists</strong> in your Userorbit admin dashboard.</p></li><li><p>Click<strong> New checklist</strong>.</p></li><li><p>Name your checklist and add a short description.</p></li><li><p>Choose the default audience or leave it open for now.</p></li></ol><h2>Add and organize steps</h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-edit.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.6596173212487413"><ol><li><p>Click<strong> Add step</strong> to create a new item.</p></li><li><p>Provide a clear title and optional description.</p></li><li><p>Choose a completion condition:</p><ul><li><p>Manual mark as complete</p></li><li><p>Event-based (e.g., user performed action)</p></li><li><p>Property-based (e.g., plan == Pro)</p></li></ul></li><li><p>Reorder steps by dragging to set the ideal sequence.</p></li></ol><h2>Configure behaviors</h2><ul><li><p>Auto-open behavior (on first login, on specific pages)</p></li><li><p>Allow users to collapse/dismiss</p></li><li><p>Restrict to desktop or mobile</p></li><li><p>Completion celebration and follow-up actions</p></li></ul><h2>Preview and publish</h2><img src="https://pub-1babae1191764e619b921bea4485e68b.r2.dev/uploads/checklist-detail.jpg" alt="" width="100%" align="center" caption="" aspectratio="1.6612903225806452"><ol><li><p>Click<strong> Preview</strong> to test the checklist experience.</p></li><li><p>Validate step completion logic and ordering.</p></li><li><p>Click<strong> Publish</strong> to make the checklist available.</p></li></ol><h2>Best practices</h2><ul><li><p>Keep step titles short and action-oriented</p></li><li><p>Aim for 3–7 steps per checklist</p></li><li><p>Use clear completion criteria to reduce confusion</p></li><li><p>Group advanced steps into a separate checklist</p></li></ul><h2>Troubleshooting</h2><ul><li><p>Steps not completing: verify event/property conditions and spelling</p></li><li><p>Checklist not visible: check audience targeting and publish status</p></li><li><p>Wrong order: drag to reorder and republish</p></li></ul><h4>Contact <a target="_blank" rel="noopener noreferrer nofollow" class="prose-link" href="mailto:support@userorbit.com"><span><u>Userorbit support</u></span></a></h4>

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Userorbit is a customer communication and engagement platform
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Mukesh

Checklist creation, item types, and best practices