Checklists
Get new users to their first result with a short checklist
A checklist lists the few things a new user should do to get value from your product. It sits behind a launcher button and remembers each person's progress.
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What you get
Items complete themselves
An item can complete when a tour finishes, your app tracks an event, or the person visits a page. Nobody has to tick boxes by hand.
Each item does something
An item's button can start a tour that shows the task, or open the page where the task happens.
Progress that follows people
For people your app identifies, progress is saved in Cueston and carries over across browsers and devices.
How it works
From an idea to live guidance, without waiting on a release.
Set the pages and text
Choose where the launcher appears, then write the title, a short introduction and the message people see when they finish.
Add items
For each task, choose what its button does and what marks it done. Four to six items is plenty.
Style the launcher
Set its position, label and your product's colors, and whether it opens on its own the first time.
Target and publish
Pick the audience, preview it and publish.
What's included
- Four ways to complete an item
- They mark it done, your app tracks an event such as
Cueston.track("Report created"), they visit a page, or they complete other content. - Funnels
- See how far people get through the checklist in its analytics. See Tour and checklist funnels.
- Help hub
- When the help hub is on with its Checklists tab, checklists move into the hub instead of their own launcher.
- Targeting
- Show a checklist only to new users, a plan or a role. See Who sees it.
- Translations
- Translate the checklist and its items into other languages. See Languages.
Questions
Up to 20. Three to seven is usually enough. Lead with the one that shows your product's value fastest.
See it on your own product
Get a short walkthrough of Cueston on your app, or start free and build your first one today.