Using a Checklist requires People Tracking and Analytics enabled.
Use the Checklist to boost users' activation and retention. With Inline Manual, you can show your users a list of selected topics to complete. As users complete tasks or read articles, items will be marked off the list, and users will see their progress. You can set up the Checklist and increase your user engagement in just a few minutes.
Setting up a Checklist
The Checklist requires people tracking enabled. Read how to enable people tracking here.
Enable the Checklist:
Go to Sites (A), choose the site for which you want to enable the Checklist, and click on Settings (B).
Go to the Player settings (A) tab and scroll down to the Checklist section (B). Check mark the Enable checklist checkbox. When you do, the Checklist settings will appear.
Please note that it is not possible to preview the Checklist. You can see the Checklist once it's live on your application.
Configuring the Checklist
There are the following options to configure the Checklist.
- Normal means users will see all of the topics, and they can complete them in any order.
- Linear means they will see all the topics but can only complete them in sequence.
- Standalone will show the Checklist at one of four positions (C) in the browser.
- Left Bottom
- Left Top
- Right Bottom
- Right Top
If you enable Backdrop (D), every time a user opens a Checklist, a Backdrop will be applied to the rest of the screen, concentrating attention on the Checklist. The Backdrop design can be set in Player appearance under the Backdrop tab.
As users complete tasks or read articles, items will be marked off the list. Select the option to Hide when all done (E), which will hide the Checklist when all tasks have been done or leave the option unchecked to leave the Checklist visible with items crossed.
You can also Allow users to dismiss the checklist (F) (Only in the BETA version). Users would be able to close the Checklist without completing the walkthroughs. Please, note that once the user dismisses the Checklist, it will not appear again to that user. To reset the Checklist dismiss, go to app.inlinemanual.com > Sites > choose site > People > click on UID > scroll down and click on Reset Checklist dismiss.
- The Attached display allows you to attach the Checklist to an element in your application, for example, an icon, button, or image. This way, the element can act as the trigger to activate the Checklist. When activated, it presents more options in addition to changes in the "Position" option: Alignment, Trigger, and Beacon indicator.
- Position (G): allows you to choose if the Checklist should display at the Top, Right, Bottom or Left from the element to which it is assigned
- Alignment (H): it lets you choose the alignment of the Checklist around the element; start, centre and end. It works in tandem with the Position option—for example, the Bottom-center of the element.
- Trigger (I): This allows you to specify the CSS selectors of the element to which the Checklist should attach itself.
- Beacon indicator (J): Shows the number of topics in the Checklist in a small bubble right next to the element that the Checklist is assigned to
Adding topics to a Checklist
- While in the Inline Manual portal, go to the Site tab and click on the topic you want to add to the Checklist.
- Add a new tag: "checklist", in the topic's settings.
- Repeat adding a tag "checklist" to all topics you want to appear in your Checklist.
Ordering topics on the Checklist
You can change the order of the topics that appear in the list by adding them to the Widget and reordering the topic list. After you get the desired order, you can remove the Topics from the Widget. The order will be preserved.
You don't see the topic under the site? You can quickly assign it to the site.
- Go to Sites (A), choose the site for which you want to enable the Checklist, and click on Settings (B).
- Go to the Player languages tab (A). You can add a new translation (localization) (B) for the Checklist (or other Inline Manual features) or edit (C) the default English translation.
- Scroll down to the Checklist section and make relevant changes. Save your changes after you are done.
You can target the Checklist to specific users by assigning a topic to a segment (set through "Available to"). For example, if you assign a topic to a segment, "New Users," and then add it to the Checklist, only this segment will see a topic and the Checklist. Another example is if you have two topics in the Checklist assigned to two different segments - the users will see different Checklists based on their segments. If a user doesn't have access to any topics with the tag "Checklist", the Checklist won't display. This way, you can target different groups of users with your Checklist and topics.
Why use a Checklist?
People like having a sense of completion. A Checklist gives users a chance to complete what is most important. A Checklist makes creating an onboarding task list for new users easier. It's also handy for training, so users don't have to rely on an external system to see what they need to get done. A Checklist can help you break down larger tasks and avoid long walkthroughs.
Let's say you want to show new users how to get started with an onboarding Checklist. You can make the Checklist visible/hidden based on the topics' segments. For example, if you create a segment that will include only new users, you can then assign desired topics to this segment and add the Checklist tag. The topics (and the Checklist) will be visible only to new users. For users that are not a part of this segment, the Checklist won't appear.
You can read more about segmentation here.