Creating Task Lists
Task lists are interactive checklists that guide users through a series of actions, such as completing onboarding steps or learning a new feature. They appear as a persistent widget in your application, showing progress and remaining items.
Creating a Task List
- Navigate to Content > Task Lists in the dashboard.
- Click Create New Task List.
- Enter a name, description, and optional welcome message.
- Add individual tasks and configure each one (see Task Actions below).
- Set the display order of tasks. You can group related tasks under section headers.
- Configure targeting rules to control which users see the task list.
- Publish the task list when ready.
Task Actions
Each task is associated with an action type that defines what happens when the user clicks it:
| Action Type | Description |
|---|---|
| NAVIGATE | Navigates the user to a specific page within your application. |
| EXTERNAL_LINK | Opens an external URL (documentation page, support portal, etc.). |
| COMPLETE_FLOW | Launches a linked flow and marks the task complete when the user finishes it. Set actionConfig.flowId to the target flow ID. |
| FILL_FORM | Guides the user through filling out a form. |
Tracking Completion
Task lists automatically track each user's progress:
- Tasks are marked complete based on their configured completion criteria (flow finished, page visited, or custom event received).
- A progress bar shows the user how many tasks remain.
- You can configure a celebration animation or completion message that appears when all required tasks are done.
- Optional tasks do not block overall completion.
Display Options
- Position -- Place the task list widget on the left or right side of the viewport.
- Default State -- Choose whether the widget opens automatically or remains collapsed until clicked.
- Dismissible -- Allow users to dismiss the task list temporarily or permanently.
- Auto-launch -- Automatically expand the task list the first time a user visits your application.