🎉  Userflow joins forces with Beamer to create all-in-one growth toolkit

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Checklists

Sebastian Seilund

on

October 28, 2019

You can now build Checklists in Userflow!

Checklists work great as the anchor of new users' onboarding experience. If a user leaves your onboarding guide, they always have a chance to get back - or to pick other tours - using the checklist. Giving users a sense of progress also gives them a sense of fulfillment, which they'll hopefully chase and get even more involved with your product.

How to build checklists

Checklists are created just like regular (step-based) flows, using the New flow button in Userflow. Just pick the new Checklist type here. Checklists work in general a lot like regular flows, in that they can have auto-start conditions, are published and show up in your app through Userflow.js (no extra installation required).

Checklist builder

Checklists contain text (rich content) at the top.

There's a progress bar, which is automatically updated as users complete tasks.

You can add as many tasks as you want. Each task has a name, an optional subtitle, a completed condition and one or more actions. Example: Completed condition could be when users have created their first project in your app, and the action could be to start a tour showing the user how to do so.

What users see

Once a checklist is triggered for a user, it appears in the lower right corner (by default).

Example checklist

When a task is clicked, it's actions, such as starting a tour or navigating to a page, are performed.

If the user minimizes it, a launcher button (saying "Get started") appears in the same corner, containing a circle with a number representing the number of tasks left to do.

When the user completes a task, the checklist is automatically shown and its checkmark is checked with a cool animation.

Bonus: New flow condition

To mark tasks as completed when users have seen or completed a flow, we've added a new condition type:

Flow condition

🎉  Userflow joins forces with Beamer to create all-in-one growth toolkit

Read more
Product

Checklists

Sebastian Seilund

October 28, 2019

33 min. read

You can now build Checklists in Userflow!

Checklists work great as the anchor of new users' onboarding experience. If a user leaves your onboarding guide, they always have a chance to get back - or to pick other tours - using the checklist. Giving users a sense of progress also gives them a sense of fulfillment, which they'll hopefully chase and get even more involved with your product.

How to build checklists

Checklists are created just like regular (step-based) flows, using the New flow button in Userflow. Just pick the new Checklist type here. Checklists work in general a lot like regular flows, in that they can have auto-start conditions, are published and show up in your app through Userflow.js (no extra installation required).

Checklist builder

Checklists contain text (rich content) at the top.

There's a progress bar, which is automatically updated as users complete tasks.

You can add as many tasks as you want. Each task has a name, an optional subtitle, a completed condition and one or more actions. Example: Completed condition could be when users have created their first project in your app, and the action could be to start a tour showing the user how to do so.

What users see

Once a checklist is triggered for a user, it appears in the lower right corner (by default).

Example checklist

When a task is clicked, it's actions, such as starting a tour or navigating to a page, are performed.

If the user minimizes it, a launcher button (saying "Get started") appears in the same corner, containing a circle with a number representing the number of tasks left to do.

When the user completes a task, the checklist is automatically shown and its checkmark is checked with a cool animation.

Bonus: New flow condition

To mark tasks as completed when users have seen or completed a flow, we've added a new condition type:

Flow condition

About the author

Product Marketing Lead

Jen is a full-stack PMM and experienced SaaS marketer based in Vancouver, BC :bandera-ca:. She is passionate about transforming customers into champions and ridding the world of boring product updates.

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