Create Checklist

Once you have added your domain, create a checklist of onboarding tasks to be displayed at that domain.

Write Checklist


OnboardList recommends writing your checklist in a Google Doc, then entering the steps in the Dashboard. Write down the steps a new user must complete to get the core value of your app. For each step, write a short text description of the step that will appear in your checklist.

Each step can link to a specific page of your website, for example documentation on how to complete the step, or the page in your dashboard where the user completes the step.

If you want to send users an optional reminder email for a step, write out the reminder email subject along with both a plain text and HTML message. Users only receive the reminder email for the next unfinished step in their checklist. The reminder for the next unfinished step is sent every few days, then every few weeks, then every few months until the user completes that step. This helps you re-activate users who fail to complete your onboarding process. Reminder emails contain a link recipients can use to unsubscribe from future reminder email messages.

Add Steps

  1. In the Dashboard's main menu, click on Domains then on the Domains page under Checklist click Checklist.
  2. On the Manage Checklist page, click Add Step.
  3. Enter the Sort Order for the step as an integer. This determines the order of the steps in your checklist.
  4. Enter the Text for the step.
  5. Enter an optional Link URL that will turn the step into a link. This could be a link to documentation, or the actual page in your dashboard where the user completes the step. Be sure to include "http://" or "https://" if your link goes to a page outside your domain.
  6. Select yes or no for Open Link URL in New Tab. Generally, external links should open in a new tab, links to pages in your dashboard should not.
  7. Enter an optional Reminder Email Subject. If you do not enter a subject, no reminder email will be sent for this step.
  8. Enter an optional Reminder Email Message Plain Text. This should be plain text only, no HTML. If you do not enter plain text, no reminder email will be sent for this step.
  9. Enter optional Reminder Email Message HTML. If you do not enter HTML, no reminder email will be sent for this step.
  10. Enter optional Reminder Email CTA Button Text. If you do not enter text, the reminder email will not show a call-to-action buton.
  11. Enter optional Reminder Email CTA Button Link. If you do not enter a link, the reminder email will not show a call-to-action buton.
  12. On the Add Step page, click Save, then add the other steps in your checklist.
  13. Test your reminder emails by clicking on the envelope icons under Actions on the Manage Checklist page. Enter a Recipient Email Address and click Send to send each test.

Customize Design (Optional)

  1. In the Dashboard's main menu, click on Domains then on the Domains page under Checklist click Manage Checklist.
  2. In the Manage Checklist page's menu, click Design.
  3. Edit the hex color to customize the color of the checklist widget to match your brand. This sets the color of the widget icon, progress bar, and checkboxes.
  4. Edit the font family to customize the font of the checklist widget to match your brand. This will set the font-family css property for the checklist widget. Note the font needs to be loaded by your website, the checklist widget does not load the font.
  5. Click Save.

Customize Content (Optional)

  1. In the Dashboard's main menu, click on Domains then on the Domains page under Checklist click Manage Checklist.
  2. In the Manage Checklist page's menu, click Content.
  3. Edit the default Headline that appears at the top of the checklist widget.
  4. Edit the default Message that appears under the Headline.
  5. Click Save.

Previous: Add Domain

Next: Install Widget