Checklists are persistent, self-serve task lists that appear as a floating beacon in your app. Users click the beacon to open the checklist, work through items at their own pace, and see progress update in real time as items check off. Each item can launch a flow or navigate to a page in your app.

When to use a checklist

• New-user onboarding. Walk new signups through activation milestones: complete their profile, invite a teammate, send their first message. The checklist stays visible across pages so users can return to it whenever they're ready.
• Feature adoption. Introduce a set of related features after a product update or plan upgrade. Target the checklist to users on the relevant plan or segment.
• Re-engagement. Create a "Power User" checklist targeting active users who haven't explored advanced features. Use URL targeting to scope it to specific areas of your product.
• Account setup. Guide admins through one-time configuration tasks like connecting an integration, setting permissions, or importing data.

A checklist isn't the right fit for one-off announcements (use a Banner or a Flow instead), or for collecting feedback (use NPS or an in-Flow survey).

How it works

A checklist has three parts:

The beacon is a floating button (bottom-left or bottom-right of the screen) that stays visible as users navigate your app. It shows a count of remaining items and can be configured to auto-expand on first visit or stay collapsed.

The item list opens when the user clicks the beacon. Each item has a name, an action (launch a flow or go to a page), and a completion criteria (an event, a property match, or a click). Items can be ordered sequentially or left open for users to tackle in any order.

The congratulations screen appears when all items are complete. You can customize the message, image, and success color.

Checklist state is tracked per user ID. Each user has their own independent progress — completing an item on one user's checklist doesn't affect other users. If you need account-level completion (where any team member completing an item checks it off for everyone), see Create account-wide checklist items.

Checklists and other experiences

Checklists work alongside Flows, Banners, Pins, and other Appcues experiences. A few things to know about how they interact:

• Checklists are suppressed while a Modal or Slideout is on screen. The beacon disappears while a Modal or Slideout is visible and reappears afterwards. This prevents the Checklist from competing with a Flow for attention.
• Checklist items can launch Flows. When an item triggers a flow, the flow plays normally. If a user previously saw that flow automatically, the checklist lets them relaunch it — this is useful for flows users may have skipped the first time.
• You can sequence experiences using targeting. Show a welcome Modal first, then reveal the Checklist by targeting it to users who completed the welcome Flow. Or show a second Checklist after the first one is completed.