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How to use the checklist plugin

Create interactive checklists that users can complete, track, and receive confirmation messages for inside your app.

Amr Alshareef avatar
Written by Amr Alshareef
Updated over a month ago

The checklist plugin lets you build task lists that users can work through directly in the app. You can add a welcome message, assign tasks, show a completion message, and even redirect users to another plugin when all tasks are finished. Each checklist item supports notes, reminders, and reordering for flexibility.

Requirements

  • This is a Boost plugin, available on the Standard, Growth, and Scale plans

How to use the checklist plugin

  1. Log in, go to Builder in the left navigation

  2. Click the + button to open the Plugin Marketplace

    • Search for Checklist, then click Add Plugin

    • Name your plugin (e.g., “To-Do List”) and click Add

  3. In the Content tab:

    • Choose how to add data: generate with AI, import data, or enter manually

    • Add a Task List Description — this is the header area where you can include text, images, videos, buttons, or links

    • Add a Task List Completion Message (e.g., “Congratulations, you did it!”)

    • (Optional) Add an Action Item to the completion message that redirects users to another plugin or app section

    • Create your tasks:

      • Enter a task description

      • Add tasks one by one (e.g., Task A, Task B, Task C)

      • Reorder tasks by dragging

      • Edit tasks using the pencil icon or delete them with the X icon

  4. Test in the App Simulator:

    • The header description displays above the checklist

    • Users can bookmark the list or add general notes

    • Each checklist item allows:

      • Adding task-specific notes

      • Setting reminders (10 minutes, 30 minutes, 1 hour, or 1 day)

      • Marking the task as complete

    • Completing all tasks shows the completion message and, if configured, an action button that redirects to the linked plugin or section

  5. In the Design tab:

    • (Optional) Enable Advanced Mode to customize design with CSS (recommended only for those familiar with CSS)

  6. In the Security tab:

    • Turn on Require Login to restrict feature access to logged-in users

    • (Optional) Add tag-based restrictions and choose whether to match any or all tags

  7. In the Tagging tab:

    • Enter a tag name to automatically apply to users when they open this feature

    • Click Add Tag

  8. In the Purchase tab:

    • Check Require Purchase to enable

    • Choose your product type (e.g., Single Purchase or Subscription)

    • Upload an image, fill out purchase text, and success/failure messages

  9. In the Analytics tab:

    • View data such as number of views, users, and devices over time

Pro tips

  • Use the Task List Completion Message to motivate users or direct them to the next step in your app.

  • Redirect to related plugins (like Training Videos or Menu Ordering) to create guided user flows.

  • Keep task names clear and concise for the best user experience.

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