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
- Log in, go to Builder in the left navigation 
- 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 
 
- 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 
 
 
- 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 
 
- In the Design tab: - (Optional) Enable Advanced Mode to customize design with CSS (recommended only for those familiar with CSS) 
 
- 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 
 
- In the Tagging tab: - Enter a tag name to automatically apply to users when they open this feature 
- Click Add Tag 
 
- 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 
 
- 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. 

