Checklist Analytics

General Overview

The overview tab provides general analytics for all of your checklists, allowing you to monitor live performance and determine the effectiveness of your checklists.

Checklist Effectiveness 

This section will show a table with a list of all the checklists you've created, as well as data about each one's settings. 

What analytics can be seen in the checklist effectiveness?

Checklist Settings: Status (Draft, live, live with unpublished changes and archived), target users, and target page 

Checklist Analytics: Shown, completed, dismissed, and last clicked

Checklist Creation Details: Published time, created time, created by, last updated, and updated by

To view, edit, and perform other modifications, you can click on the three dots under the actions column.

You'll also be able to search for certain checklists or filter them based on their status and teammates. Lastly, the arrange column is used to decide how you want the columns to be organized in your table.


In the ordering tab, you can prioritize your checklists by placing them in sequential order, allowing you to choose which checklist will be displayed first when two or more checklists compete to appear in your app at the same time

1. You should be able to rearrange the checklist by editing the number.

2. Checklists that require user action (e.g. a custom event) to occur will still be shown once that action occurs later. However, at this time, if other checklists are also available to start on the same page, these will show first. 

3. Checklists that are created more recently will be added to the end of the list and prioritized lower than older checklists.

4. Once a checklist has a status of “Archived”, it will no longer appear within the ordering list.

5. Once a checklist is set to be triggered manually or via a link, it will no longer appear within the ordering list.

Checklist Analytics

By clicking on the desired checklist, you will be sent to another page that has detailed metrics for that particular checklist.

To begin, you can filter the analytics to drill down to a certain segment and timeframe, allowing you to get metrics relevant to that segment and timeframe.

Segments: You can view how checklists perform within different segments, so you can compare your checklists here by choosing only a particular segment to display.

Time period: You may also evaluate how your checklists are performing over time and compare the performance of several checklists during a specific time period.

The following section will provide a row of numerical charts to help you obtain a basic notion of the overall performance of your checklists. The charts include:

  • Started: The number of times the Checklist has been viewed since it was first loaded.
  •  Completed: The total number of users who saw and completed all of the tasks.
  •  Dismissed: The number of times a user dismissed a checklist before finishing all of the tasks on it.

You can see a breakdown of the tasks. As a result, you will be able to analyze user engagement with each task within the checklist. This analysis will help identify aspects that are less relevant to different audiences, therefore you can update your checklists and provide a better onboarding experience for your users.

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