Users see the next step
A checklist shows where to start and what to do to get value from the product.
More users complete their setup
Users see setup in order and complete their first useful actions. Your team guides them to a result instead of leaving them at an empty screen.
Workspace
TodayWorkspaceMembersStatus
Workspace createdJust nowDone
Product teamYouSetup
Bring your team together
The checklist keeps progress so users can return to the next step.
Team invitation ready
The user completed the task and can keep working.
1 / 3Ready to work
- 1Open your workspace
- 2Create workspace
- 3Prepare invitation
More users complete setup
Users see their progress
Completed actions are marked in the list, so users know what is ready and what remains.
Help opens during the task
From the right item, users move to a tour, message or screen where they complete the action.
Try it as your user
Complete an action and see how guidance leads to a result.
Your team’s first steps
Complete three steps so your team can start working.
Progress 0 / 3
New projectFirst taskA teammate can be invited
Checklists for setup and adoption
First actions
Put setup, team invitations and the first useful action in one path.
How to set it upSteps with actions
Add an action to each item so users can move straight to the right help or screen.
How to set it upBuild and publish a checklist
Once the widget is installed, your team creates items, display rules and actions in Flowtomate.
Name the result
Choose one action a new user should complete.
Add steps and actions
Build a short list and choose what opens or completes each item.
Set up display
Check the card in preview and publish it for the right audience.
Questions about checklists
How are items marked complete?
An item can complete manually, on a click or event, when a pop-up opens, or when a linked tour finishes.
Can an item start a tour?
Yes. An item can start a selected tour, open a pop-up or link, scroll the page, or wait for manual completion.
Who sees the checklist?
Set rules with the page, role, attributes and events your product sends to Flowtomate.
Do edits need an app release?
No. Once connected, your team changes items and rules, checks them and publishes a new version.
Build your checklist
Show us a new-user journey. In the demo, we will identify the actions that lead to first value.
Request a demo
Leave your details. We’ll email you to find a time for the demo.