Guides and Surveys - Checklists

Checklists in Guides and Surveys provide a persistent menu containing a collection of tasks that guide users through your product. These tasks can be tours (step-by-step interactive guides) or external links (directing users to documentation, videos, or other resources). Checklists break down a complex learning process into manageable chunks, helping users get value from your product right away.

This article covers the following:

• Creating a checklist
• Completion events
• Checklist settings
• Reporting
• Frequently Asked Questions

Creating a checklist

1. Navigate to Checklists from the Guides and Surveys sidebar and click Create Checklist.

2. Add Items: Use the live preview to build your list. For each item, choose an Action Type:
   • Start Tour - Launches a specific tour immediately.
   • Open URL - Redirects the user to a specific page. You can use dynamic variables in URLs, such as https://yourdomain.com/{accountId}/settings.
   • Nothing - Adds an informational item without a trigger action.

3. Enable Completion: To track progress, you can enable Step Completion. This marks items as finished based on user actions. See Completion events for details on configuring completion criteria.
4. Set Display Conditions: You can control which users see specific items based on their context (for example, plan type, user tags, or the presence of UI elements). You can define up to 10 conditions per item. Items are displayed if any of the defined conditions are met.

Completion events

You can choose how a checklist item is marked as complete. To configure completion settings:

1. Open the checklist in the dashboard.
2. Select the desired checklist item from the left-hand menu.
3. Scroll down to the Step Completion settings.

The available completion options are:

• Click (Default) - The item is marked as complete with a green checkmark when the user clicks on it.
• Page Event - A specific page event marks the item as complete. Configure the following fields:
  • Page Event - Select the user action required to complete the item (for example, click).
  • Element - Specify the HTML selector for the element the user interacts with.
  • URL (Optional) - Define a specific page where the action should occur, useful when the element exists on multiple pages.
• On the Tour Event - The item is marked as complete when a tour step is displayed or a tour step button is clicked. You can choose between marking completion on the first step or the last step of the tour. You can also set completion on a specific tour step button by selecting the tour, the step, and the button.
• Immediately - The item is marked as complete by default without user interaction.
• On Visiting URL - The item is marked as complete when the user visits a URL that matches specific criteria. Use the URL Contains field to specify a keyword or parameter (for example, ?success=5 or ?product).

Checklist settings

In the checklist settings, you can configure the following:

• Checklist Name - A descriptive name to identify the checklist in your dashboard.
• Visible title - The title that appears for end-users.
• Page Targeting - Configure specific targeting criteria to define when and where the checklist appears. Learn more in Page Targeting.
• Trigger - Choose between Automatically (the checklist shows as users land on the page) or Manually (the checklist shows when the user triggers a defined event).
• Show button - Control whether the checklist is displayed with the launcher button.
• Show Collapsed - Show the checklist in a collapsed state by default.
• 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.
• If you have your own Theme, you can assign it to your checklist.
• Priority - Set the priority for the checklist to manage its display order among other checklists (see Guides and Surveys: Content Priority).

Completion action and congratulations view

Under Completion Action, choose what happens when a user completes all checklist items:

• None - No immediate action upon completing the checklist.
• Congratulation Message - Display a congratulatory message to users when the checklist is completed.
• Dismiss Checklist - Close the checklist automatically upon completion.

To set up a congratulations view:

1. Open your Checklist Settings.
2. Under Completion Action, select Show congratulating message.
3. Once you close the settings, a new item appears in your checklist editor on the left. Select it to edit its content — you can replace the image and customize the text.

Dismiss options

The Can Be Manually Dismissed setting controls whether users can dismiss the checklist entirely. When turned off, the Dismiss button is removed from the checklist.

The Dismiss button is different from the close button in the top-right corner of the checklist:

• The close button collapses the open checklist without removing it entirely.
• The Dismiss button closes the checklist and the launcher button entirely for the user and will not display them to the same user again.

Use the Dismiss Action Label setting to customize the text prompts that are displayed when the Dismiss button is pressed.

Reporting

While viewing a checklist, click the Analyze tab in the top center of the page. Click Build to go back to building your checklist.

Checklist reports help you see how users interact with your onboarding tasks and where they drop off. On the Analyze view you can see:

• Assists (last 30 days): Total checklist items completed, counted as assists (one per item completion; excludes duplicates from repeated interactions).
• Views: Total times the checklist was displayed, measuring reach and visibility.
• Unique users: Count of individual users who viewed the checklist.
• Completion rate: Ratio of full checklist completions to unique displays.

The report includes a performance Overview chart (views, assists, and dismissals over time) and item-level analytics so you can see which tasks are completed most and where users stop.

Additional reporting options:

• To filter by user segment or time period, or to export data, see Guides and Surveys: Reporting.
• For deeper analysis in Fullstory, checklist events and properties are described in Guides and Surveys: Custom Events and Properties — Checklist.

Frequently Asked Questions

Can a checklist link to tours on different pages?

Yes. Your checklist can support multi-page journeys by linking to tours on different pages. Specify the Start URL for each tour, and the checklist handles the navigation.

Can tours in a checklist auto-start when a user returns?

Yes. Enable Autoplay for your tours. If a user leaves and returns, the next unfinished tour in their checklist starts automatically.

How do I clone or duplicate a checklist?

At the Checklists page, click the 3 dots (…) next to the checklist you wish to duplicate, and select Clone checklist. For Umbrella accounts, users who have been added to additional Fullstory accounts will see an option to select a destination space, which represents the Fullstory accounts which the user can access.