Onboarding checklists

Guide every new user
to their first win

Build in-app checklists that walk users through setup, track their progress automatically,
and disappear once they're done. No code required.

Start for Free Learn more about Onboarding Checklists →

Turn scattered onboarding steps into a clear path

Checklists sit inside your web app as a floating widget. Each item links to a Guide or a URL, and users click through at their own pace. When they complete a step, the progress bar fills and the item gets a checkmark. You control what 'completed' means for each step: finishing a guide, visiting a URL, reaching a custom event, or matching a user property.

You build the whole thing from the UserGuiding panel. Pick which Guides go in, set the order, customize colors and launcher icon to match your UI, define completion criteria, and publish. The checklist appears on the pages you choose, for the users you target.

What you can do with
Onboarding Checklists

Build in-app onboarding flows with custom completion criteria, personalize with user attributes, and track every step users take.

Build and organize checklist items

Add Guides or page URLs as checklist items from the Content tab
Reorder items by drag and drop to control the sequence users follow
Set each item's title and description independently from the linked Guide
Lock items so users must complete them in order (sequential progression)
Turn Progression off for non-sequential use cases like help centers or FAQ lists

Define completion criteria per item

Mark Guide items complete when the user finishes all steps in the Guide ("Guide is Completed")
Mark URL items complete when the user visits the linked page ("URL is Visited")
Set completion based on custom events or user properties you send to UserGuiding
Combine criteria for complex flows where multiple actions signal completion

Customize appearance and launcher

Choose a theme color, font family, and checklist title/subtitle
Upload a custom launcher icon (PNG or JPEG) so it blends with your app's UI
Add text next to the launcher icon for extra context
Set the checklist to open by default on page load, or only when users click the launcher
Enable a progress bar with checkmark icons when Progression is on
Use CSS for full visual control on Growth and Enterprise plans

Personalize with user attributes

Insert dynamic attributes like {{name}} or {{company}} in the checklist title, subtitle, and launcher text
Add personalization to individual item headers
Use fallback values with the pipe syntax (e.g., {{name | there}}) for users missing an attribute
Search bar placeholder text also supports dynamic attributes

Target the right users

Show checklists to specific user segments based on attributes, events, or behavior
Target by page URL so the checklist only appears on relevant pages
Use "DaysPassedAfterSignedUp" or similar properties to target only new users
Chain checklists: require completion of the first before showing a second via segmentation rules
Set audience to "Only Me" to test internally before going live

Control visibility and lifecycle

Set the checklist to hide automatically when all items are completed ("Hide as Completed")
Let users dismiss the checklist with a close option
Keep the checklist visible even after completion for persistent reference
Choose appearance frequency: once per session, always, or until completed
Run multiple checklists on the same URL if each targets a different segment
Launch or hide checklists programmatically via JavaScript API (launchChecklist, expandChecklist, collapseChecklist, hideChecklist)

Track performance with built-in analytics

View Total Interactions, Total Completions, and Completion Rate on each checklist's Reports tab
Filter analytics by date range with daily, weekly, or monthly intervals
See per-item interaction breakdown in a pie chart and ranked table
Export the list of users who interacted with a checklist as a CSV with custom attribute columns
Use getChecklistCompletionInfo() via the JS API to query completion status for the current user

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Frequently Asked Questions

Can I add different actions I want my users to take in my platform as checklist steps?

Yes, you can send custom events as attributes to UserGuiding and then add them to your checklist so when a user completes it, it will be automatically checked.

Can I change the size and position of the checklist on my page?

You can change the position of the checklist in the settings, and to change it’s size you’ll need to use this custom CSS command: #checklist-content-container { width: [number of pixels you want]px; }

How can product onboarding checklists help me increase trial conversions?

Checklists show users where they are in their onboarding process and what further steps they need to complete to get the maximum value out of the platform. So, by eliminating any confusion regarding their next steps, it encourages them to complete their user onboarding and be more likely to convert to a customer.

Can I track the performance of my checklist with UserGuiding?

Yes, you can view the users who interacted with your checklist and who completed it, as well as the completion rate for the checklist and specific guides in it.

Do I need to know how to code to create an onboarding checklist for my users?

With UserGuiding, you don’t. You can simply create your guides or add your custom events through integrations and create a checklist with the steps you want, all without writing a single line of code.

What is a checklist?

A product onboarding checklist is an interactive in-app widget that show users what to do in their user onboarding journey and what their progress is.

Guide every new userto their first win