Checklists

Checklists are a great way to introduce your users to your application in a structured and approachable way. Using checklists you can group your tours into lists of tasks/goals that you want the user to achieve. This helps the user to understand how to be successful with your application or a particular feature within your application.

Getting to Checklists

Note: If you are editing a tour or step you will need to navigate back a few screens to get to Checklists. Click on top left arrow to navigate back.

Marking items complete

For each tour you add to your checklist you can specify what criteria to use in order to determine if the item has been completed. For tours that direct the user through a process or workflow. We recommend marking the item complete when the user has completed that workflow rather than when the user has completed the tour.

For example if the first item in your checklist is showing the user how to upload an image. Then we can pass this as a user property:

<script>
  HelpHero.identify('<USER_ID>', {
    hasUploadedImage: <HAS_UPLOADED_IMAGE>
  }); 
</script>

Then we would specify the item is completed when the hasUploadedImage user property is true:

Customization

Checklists can be configured to show on all pages, specific pages and based on conditions such as user properties. This means Checklists shown are always relevant to the user and what they are currently doing in your app. Checklists can be customized to suit the look and feel of your application by using the standard options or through custom CSS.

Backwards Compatibility

We are replacing the Launcher and the Intercom Messenger Home widget functionality with Checklists as they share a lot of similarities with the new Checklists feature. To ensure a smooth transition, we have automatically migrated your Launcher theme and any tours you had enabled as "on demand" or via Intercom into a specially configured Checklist which will behave in the same way as the Launcher did.

Intercom

You can also display your checklists in the Intercom Messenger learn more here. If you are using Intercom to display your Checklists, you may want to disable the checklist beacon which is the icon that appears on pages where a checklist is eligible to be shown.