Submit Article Requests

Do you have a suggestion for an article you would like to see created?
Feel free to submit this form and add your suggestions to our document board.

Please fill out the contact form below and we will reply as soon as possible.

  • Appcues Certifications & Training
  • Integration Hub
  • Contact Us
  • Docs home
  • Web Experiences
  • Checklists

Create and Style Checklists

Learn more about creating Checklists and how to customize them.

Updated at June 17th, 2025

Submit Article Requests

Do you have a suggestion for an article you would like to see created?
Feel free to submit this form and add your suggestions to our document board.

Please fill out the contact form with the details about the help content you'd like to see.

  • Home

  • Installation & Developers

    • Web Experiences

      • Mobile Experiences

        • Workflows

          • Analytics & Data

            • Account Management

              • Best Practices

                • Integrations

                  • System Status

                    Table of Contents

                    How to create a Checklist Basic Configuration Beacon Beacon position List text Dismiss text Congratulations text

                    How to create a Checklist

                    Head to the Checklists page to 'Create a New Checklist' or edit an existing one.

                    Basic Configuration

                    You can start by giving a name to your Checklist. This is an internal title so you can identify it later on.

                    You can set a Primary Color for your checklist. This color will be applied to the beacon (the icon) from where it expands.

                    Zight Recording 2025-05-28 at 04.02.24 PM

                    Additionally, you can set your Font Family. On top of the available fonts, you can also also add your custom font. All you have to do is scroll down to the bottom of the options list and choose "Custom..."

                    Please check our documentation for comprehensive guidelines to add custom fonts to checklists: Loading Custom Fonts for Checklists

                    Beacon

                    The "Beacon" is the button users click to open the Checklist dialog ("Get Started"). Unlike other experiences, the Checklist Beacon is persistent and stays in one place until the user completes the checklist or is no longer eligible.

                    In the Beacon section, you can set the position of your checklist, add a public-facing title and change the Beacon text color.

                    Zight Recording 2025-05-28 at 04.09.59 PM

                    Beacon position

                    You can position the beacon in the bottom left or bottom right of your application. If you'd like to fine-tune the position, the Adjust option will allow you to move the checklist incrementally by pixels left-right and up-down. Positive numbers will move it right and up, respectively, while negative numbers will move it left and down. You won't see these changes in the preview on the right-hand side. You'll need to publish your checklist and see them take effect. 

                    Zight Recording 2025-05-28 at 04.15.16 PM

                    List text

                    You can customize the content of the list dialog, including the title and description. Keep it short and to the point.

                    Zight Recording 2025-05-28 at 04.18.33 PM

                    Dismiss text

                    Your checklist can be skippable or not. If you turn the toggle off, it won't be skippable and will keep showing to the users until you un-publish it. 

                    If you turn the toggle on, you'll be able to define the text that is shown when the users try to skip it. You can customize it to your liking.

                    Zight Recording 2025-05-28 at 04.20.59 PM

                    Congratulations text

                    Customize what the checklist will display when all the items are completed. You can upload your image or use an existing emoji, change the congratulations text, the dismiss text, as well as the success color.

                    Zight Recording 2025-05-29 at 11.29.35 AM
                    overview checklists dismiss checklist style checklists

                    Was this article helpful?

                    Yes
                    No
                    Give feedback about this article

                    Related Articles

                    • Create a Flow
                    • Click to Track Events
                    • Events Overview
                    • Create Checklist items that can be completed by anyone on an account
                    Appcues logo

                    Product

                    Why Appcues How it works Integrations Security Pricing What's new

                    Use cases

                    Appcues Integration Hub User Onboarding Software Feature Adoption Software NPS & Surveys Announcements Insights Mobile Adoption

                    Company

                    About
                    Careers

                    Support

                    Developer Docs Contact

                    Resources

                    The Appcues Blog Product Adoption Academy GoodUX Case studies Webinar Series Made with Appcues Appcues University

                    Follow us

                    Facebook icon Twitter icon grey Linkedin icon Instagram icon
                    © 2022 Appcues. All rights reserved.
                    Security Terms of Service Privacy Policy

                    Knowledge Base Software powered by Helpjuice

                    Expand