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Getting Started

  • How to install the eyelet extension?
  • How to Manage your team inside Eyelet?
  • How to set up the checklist in eyelet?
  • How to update your account information in Eyelet?

Eyelet Widget

  • How to map a Modal?
  • How to change the module position?
  • How to add images, GIFs and Videos to your module?
  • How to automatically scroll to a module if it’s mapped below the fold?
  • How to personalize your tour?
  • How to make your tour show just for new users?
  • How to display a flow (guide) when an element is clicked or hovered?
  • How to highlight a Modal (element)?

Bots

  • How to set up Bot in Eyelet?
  • How to add new actions in Bot?
  • How to customize a card in Bot?
  • How to preview or Test your Bot?
  • How to request a text answer using Bot?
  • How to add a form using Bot?
  • How to save and publish a Bot?
  • How to add Variables in Bot?

Product tour

  • How to create a product tour with Eyelet.
  • How to edit your Product tour in Eyelet?
  • How to test or preview the product tour in eyelet?
  • How to embed a Product tour in the BOT or Checklist?

How to set up the checklist in eyelet?

Table of Contents
  • Step 1 - Log in to the Eyelet
  • Step 2 - Open Checklists
  • How to Customize checklist Name, Heading, and Description?
    • Step 3 - Configuration
  • How to customize the checklist Design?
    • Step 4 - Design
  • How to Add items to the checklist?
    • Step 5 - Items
  • How to customize a checklist?
    • Step 6 - Labels
  • How to test the Checklist?
    • Step 7 - Test
      • How to reload checklist items?

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.

What are your Feelings
Updated on November 23, 2022
How to Manage your team inside Eyelet?How to update your account information in Eyelet?
Table of Contents
  • Step 1 - Log in to the Eyelet
  • Step 2 - Open Checklists
  • How to Customize checklist Name, Heading, and Description?
    • Step 3 - Configuration
  • How to customize the checklist Design?
    • Step 4 - Design
  • How to Add items to the checklist?
    • Step 5 - Items
  • How to customize a checklist?
    • Step 6 - Labels
  • How to test the Checklist?
    • Step 7 - Test
      • How to reload checklist items?
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