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 FreeLearn 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

Define completion criteria per item

Customize appearance and launcher

Personalize with user attributes

Target the right users

Control visibility and lifecycle

Track performance with built-in analytics

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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.