# Onboarding checklists

**Category:** [Platform Adoption](https://help.totalctrl.app/hc/totalctrl/totalctrl-help-center/en-US/categories/product-tours)
**Updated:** 2026-10-04

## Build an onboarding checklist

A checklist is a persistent panel that shows your users a list of getting-started tasks with a progress bar — it stays available as they work, rather than running as a one-time sequence.

- Create a flow of type **Checklist**.
- Add a step for each task — the **title** is the task name, and the first **button** is the action (mark done, or open a URL to the relevant page).
- Publish it. The checklist appears in the corner of your product; users check off tasks and watch their progress fill.

When a user finishes every task, the checklist is marked complete and fires the `platformmessaging.checklist.completed` webhook so you can celebrate or trigger a follow-up.

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## Related Articles

- [Targeting, triggers, and frequency](https://help.totalctrl.app/en-US/articles/targeting-triggers-frequency)
- [Draft a flow with AI](https://help.totalctrl.app/en-US/articles/draft-a-flow-with-ai)
- [Install the SDK](https://help.totalctrl.app/en-US/articles/install-the-sdk-1)
- [Platform Messaging: an overview](https://help.totalctrl.app/en-US/articles/platform-messaging-overview)
- [Measure performance](https://help.totalctrl.app/en-US/articles/platform-messaging-analytics)

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