Checklist
An interactive list of suggested setup actions the user can take. Often used to drive account activation.
Best practices for Checklist
DO keep checklists short and achievable
Focus on just 3-5 of the most valuable and attainable tasks that will set users up for success rather than overwhelming them with a lengthy list of steps.
DO create actionable, not informative steps
Make each checklist item automatically mark as complete when the user performs the action, rather than requiring manual checking, to feel more intelligent and reduce user work.
DO personalize checklist tasks
Collect user intent data during signup to customize onboarding steps based on roles, industries, or use cases, ensuring that each user receives the most relevant guidance.
DO incorporate progress tracking
Include progress bars, percentages, or counts to provide users with a sense of accomplishment and motivation as they move through the checklist.
DO start users with some progress already made
Seed your checklists with initial progress by giving credit for something simple they've already done, creating momentum and reducing the psychological barrier to getting started.
DON'T create checklists with unclear user value
Each task must be clearly linked to a benefit that resonates with users - not just your KPIs - so users understand why they should complete it.
DON'T force users to engage without options
It's generally good to make checklists dismissible or steps skippable, and ensure users aren't blocked if they choose not to engage with the checklist.
DON'T introduce checklists at poor times
Presenting a checklist too early or too late in the user journey can significantly impact engagement, so timing is crucial for effectiveness.
