In this guide, we will walk you through the different configuration options available for setting up checklists. These settings help you create a tailored onboarding experience for your users, making it easier for them to complete tasks and navigate your application effectively.
- Checklist Name: Give your checklist a descriptive name to make it easily identifiable within your Usetiful dashboard.
- Checklist Visible title: The visible title for the checklist, which appears for end-users.
- Page Targeting: Configure specific targeting criteria to define when and where the checklist will appear. Learn more about Page Targeting here.
- Trigger:
- Automatically: The checklist will show automatically as users land on the page.
- Manually: The checklist will show as the user triggers the defined event.
- Show Usetiful Button: Control whether the checklist is displayed with the Usetiful button.
- Show Collapsed: Option to show the checklist in a collapsed state by default.
- Completion Action:
- None: No immediate action upon completing the checklist.
- Congratulation Message: Display a congratulatory message to users when the checklist is completed. Find out more here.
- Dismiss Checklist: Option to close the checklist automatically upon completion.
- Position: Choose the checklist's position on the page (bottom-right corner, bottom-left corner or embedded). For the embedded option you can specify whether the element to which the checklist applies is before, after or inside the element and its distance to the checklist.
- Show Progress: Display a progress bar that indicates the percentage of items completed.
- Can Be Manually Dismissed: When turned off, the "Dismiss" button is removed from the checklist. The Dismiss button is different from the 'close' button located in the top-right corner of the checklist:
- The 'close' button simply collapses the open checklist without removing it entirely.
- The Dismiss button, when used, closes the checklist and the Usetiful button entirely for the user and will not display them to the same user again.
Dismiss Action Label: Customize the text prompts that are displayed when the Dismiss button is pressed.
- Theme: Customize the appearance of the checklist using different themes. Find out more here.
- Priority: Set the priority for the checklist to manage its display order among other checklists. Find out more here.