Checklists guide users through onboarding, activation, and feature adoption by breaking down complex workflows into clear, actionable steps. Tasks can auto-complete based on user actions or be manually checked off. Checklists are available in two styles: standard checklist (with checkbox and collapsible drawer) or accordion (collapsible drawer without checkbox).
Creating your first checklist
Drag the checklist component from the components tab onto your canvas.
In the toolbox, you'll configure how your checklist behaves:
Component name: Internal reference that helps you identify this checklist in the editor (not visible to users)
Checklist title: The heading users see at the top of the checklist
Type:
Checklist: Includes a collapsible drawer with a checkbox users can manually check off
Accordion: Collapsible drawer without checkbox, useful for FAQs or informational content that doesn't require completion tracking
3. Type the step title in the checklist and press Enter to create the step. Repeat for each additional step. You can drag more components (like buttons or text) into the drawer inside each step to provide additional context or CTAs.
Choosing how steps get completed
How checklist items get marked complete depends on your progress tracking choice.
For Per User progress:
Choose completion behavior for each step under Checklist Item Settings:
Click: Users manually check off items themselves
Event: Items auto-complete based on product events you pass into Candu or Candu interaction events (like "Button was clicked")
To set up event-driven completion, select the step and click "Event" from the Completion on settings:
Tip: If you don't currently pass product events into Candu, you can still create event-driven checklists using Candu's interaction labels to check off items based on users interactions with other Candu experiences in your product.
For Per Group progress:
Shared progress across a group of users. When one member of the group checks off a task, it marks complete for everyone in that group (e.g., when one admin completes "Connect your CRM," it shows as complete for all admins in that organization).
You can group people by user traits like organization or team.
Note: Event-driven completion is not available with group progress tracking.
Swap content after checklist completion
Once users complete all steps in the checklist, you have three options:
Leave the completed checklist visible as is
Remove the checklist completely
Replace it with new content to continue their journey (recommended)
Replacing the completed checklist with new relevant content ensures users always see helpful, contextual information based on where they are in their product journey.
To swap content after completion:
Candu automatically creates a completion event based on your checklist title. To use it:
Navigate to Segments → User Event
Find "[CHECKLIST NAME] completed" in the event list
Mark that it has occurred
Back in the editor, use this segment to show different content to users who've completed the checklist
You can show a blank state to hide the checklist entirely, or display new content like an "activated user" checklist with advanced features or key resources.
Customizing checklist appearance
Using the style system
When you drag a checklist onto the canvas, you'll see a default checklist style. To use or create different styles:
Select different checklist styles from the Type dropdown if you've created them in the Styleguide
Clone the default style in the Styleguide to create custom versions
Customize the checklist in the editor, then click "+create new style" to save your changes to the Styleguide
Quick style modifications
In your Styleguide, you can make quick visual adjustments without creating new styles:
Rounded checklist: Increase the Radius value under Checkbox Styles to round the checkbox edges.
Rounded checklist container: Increase Radius under Box Styles to round the checklist container.
Expandable drawer: Create an accordion-style FAQ by setting all size values under Checkbox Styles to 0. This removes the checkbox entirely and creates a collapsible drawer effect.