How to set up the checklist in eyelet?

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

Let’s get started

How to create a checklist in Eyelet app?

Step 1

Log in to your app

Step 2

Click on the checklist in the left side of your screen

Step 3

Now you will see the checklist settings

Step 4

Now you will see five tabs

1. Items
2. Config
3. Design
4. Test
5. More

Let’s go through these tabs one by one

Step 5

Let’s add some items to the checklist

Click on the first item you see on the screen or create a new item by clicking on plus sign.

Let’s click on the first item.

you will see a set of rules.

you can click on the underlined items to choose rules from the dropdown.

Step 6

Once you are done with the rules.

Let’s Give your first checklist item a Title, Description and a call to action.

You can preview your changes in real-time on the right side of the screen.

you can click on it and test it.

Step 7

Now open the config tab

you can edit your checklist here.

Give it a name

A clear heading and a description

Step 8

Now open the Design tab

You can change the color.

You can change the button you can play around with button styles

Step 9

Now open the Test tab

When you are testing your checklist. You can reload a new user after you have checked off the list items.

Step 10

Now open the More tab

You can set additional conditions and rules for your checklist here

Once you are done with all of these settings

Click on apply changes to save the checklist

If you still have any questions.

Please feel free to reach out to us in Live Chat or through our support email i.e. hello@eyelet.io