---
title: How to use the Checklist plugin
description: Create interactive checklists that users can complete, track, and receive confirmation messages for inside your app.
---

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# How to use the Checklist plugin

## Create interactive checklists that users can complete, track, and receive confirmation messages for inside your app.

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**

1. Log in, go to Builder in the left navigation
2. 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**
3. 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
4. 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
5. In the **Design** tab:

     - (Optional) Enable **Advanced Mode** to customize design with CSS (recommended only for those familiar with CSS)
6. 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
7. In the **Tagging** tab:

     - Enter a tag name to automatically apply to users when they open this feature
     - Click **Add Tag**
8. 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
9. 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.

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