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Divide complex steps or processes into simple, more manageable tasks with a checklist. They not only help new users through their first experience, but also get them to that “Aha!” moment faster and more reliably.

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How you can use this design pattern

  1. Include 3-5 crucial tasks that demonstrate the core benefits of your product.
  2. Mark the first step as completed to give users a sense of achievement.
  3. Make the first two steps easily achievable to help build momentum.
  4. Use progress indicators, such as dots or fractions to motivate users.
  5. Make it easy for users to locate and keep the checklist within the users peripheral vision of your dashboard.
  6. Reward users for completing all tasks. This could be in the form of a small discount.
  7. Include option to skip tasks to avoid users getting stuck.

Common mistakes you should avoid

  • Including irrelevant tasks that offer no benefit to users.
  • Having more that 5 tasks creates user fatigue.
  • Not allowing users to come back and complete the checklist at a later date.
According to Zapier, checklists work so well because users have a tendency to think more about uncompleted tasks than completed tasks.

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