Create guided, interactive checklists to drive onboarding, feature adoption, and ongoing success inside your product.

Before you start

• Define the goal for the checklist (e.g., complete onboarding, adopt a feature)

• List the key steps users must take to achieve the goal

• Identify any success criteria or tracking events

Create a new checklist

1. Go to Checklists in your Userorbit admin dashboard.

2. Click New checklist.

3. Name your checklist and add a short description.

4. Choose the default audience or leave it open for now.

Add and organize steps

1. Click Add step to create a new item.

2. Provide a clear title and optional description.

3. Choose a completion condition:

   • Manual mark as complete

   • Event-based (e.g., user performed action)

   • Property-based (e.g., plan == Pro)

4. Reorder steps by dragging to set the ideal sequence.

Configure behaviors

• Auto-open behavior (on first login, on specific pages)

• Allow users to collapse/dismiss

• Restrict to desktop or mobile

• Completion celebration and follow-up actions

Preview and publish

1. Click Preview to test the checklist experience.

2. Validate step completion logic and ordering.

3. Click Publish to make the checklist available.

Best practices

• Keep step titles short and action-oriented

• Aim for 3–7 steps per checklist

• Use clear completion criteria to reduce confusion

• Group advanced steps into a separate checklist

Troubleshooting

• Steps not completing: verify event/property conditions and spelling

• Checklist not visible: check audience targeting and publish status

• Wrong order: drag to reorder and republish

Contact Userorbit support