How to set up the checklist in eyelet?

Table of Contents

Checklists allow you to make sure that nothing important is missing.

Let’s get started

Step 1 – Log in to the Eyelet #

Log in to your app

Step 2 – Open Checklists #

Click on the checklist on the left side of your screen

Now you will see the checklist settings

Now you will see four main Headings

  1. Configuration
  2. Design
  3. Items
  4. Labels

Let’s go through these tabs one by one.

Let’s start with Configurations.

How to Customize checklist Name, Heading, and Description? #

Step 3 – Configuration #

You can configure the main settings of your Checklist here.

You can give it a name, a clear heading, and a description or control when to turn it ON or OFF.

You can also control where checklists appear by choosing between “On every page” or “On specified pages“

Note: You can Name the checklist in the Config tab and the Checklist items in the items tab.

How to customize the checklist Design? #

Step 4 – Design #

Now scroll to the Design tab

  1. You can change the colors.
  2. You can change the button you can play around with button styles
  3. You can change the position of your button as well

How to Add items to the checklist? #

Step 5 – Items #

This tab contains all your Checklists. Select a Checklist you want to edit or create a new one by clicking on the Plus button.

Let’s create a new one

Select the newly created checklist or item.

You will see a drawer open up in right side. This drawer gives you more control over the checklist items and you can set general settings here.

How to customize a checklist? #

Step 6 – Labels #

Labels allow you to customize the content that appears on checklists.

This includes Names of the buttons that appear, status of the checklist items and how do you want to communicate it.

Once you are done with the changes. Just click Save Changes in the end to save the progress.

How to test the Checklist? #

Step 7 – Test #

Testing a checklist is much easier.

When you are Make changes to a Checklist, you will see a small blue button in the bottom right corner. Simply click on it and test your checklist.

How to reload checklist items? #

Just click on the New Identity and the checklist items will reload.

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