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About this component

The Checklist component is one of Frigade’s most popular tools, especially for user onboarding and activation. They’re super handy for guiding users through their journey, whether it’s at the start of their experience or when they’re setting up a new product vertical or a complex feature.

When to Use Checklists:

  • Onboarding and Activation: Checklists are perfect for helping users get started and ensuring they complete essential tasks. They provide a clear path forward and help users feel more confident as they navigate your product.

Advantages of Announcements::

  • Two Default Versions: Frigade offers two out-of-the-box checklist formats—carousel and collapsible—so you can choose what fits best for your users. Plus, if you need something custom, you can easily build one using the Frigade SDK/API.
  • Deeply integrated: The most effective checklists measure actual in-product results. Frigade makes it easy to connect checklist steps to automatically complete from actual in-product actions and milestones.

Best Practices for Checklists:

  • Limit the Number of Tasks: Keep your checklists manageable. Too many tasks can overwhelm users, so aim for a concise list that’s easy to follow.
  • Pre-Complete Steps Where Applicable: For example, marking “Set up account” complete after sign up can show users progress from the start and create a sense of momentum (like showing 20% done instead of 0%).
  • Avoid Basic “Mark Done” Steps: Whenever possible, tie checklist steps to actual workflows and tasks. Deep linking users to complete actions is way more effective. It’s okay to have “Skip” or “Mark done” as secondary options for non-essential steps.
  • Include a CTA to Hide the Checklist: Giving users the option to hide the checklist can help them feel more in control of their setup and UI.
  • Break Large Workflows into Smaller Segments: If you have a hefty checklist (like 12 steps), consider phasing it and breaking it into smaller groups (like two groups of 6). This makes it feel less daunting.
  • Measure Completion Rates: Keep track of how users are progressing through each step and the entire checklist. This data can help you identify areas for improvement for future iterations.

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Resources

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Demo

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Code

import * as Frigade from '@frigade/react';

const App = () => {
  return (
    <Frigade.Checklist.Collapsible flowId="my-flow-id" />
  );
};

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Customization

To learn about how to customize Frigade components, see the customization documentation and examples of custom themes in action.

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SDK Properties

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as
ElementType<any, keyof IntrinsicElements>

Optional component to wrap the child components in, e.g. as={Dialog} will render the Flow in a modal Dialog. Defaults to Box.

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autoStart
boolean

Whether to automatically mark the Flow started (i.e. in progress) when the Flow is eligible to be shown. You will need to call flow.start() or step.start() from the parent component if you set this to false. Most components should not need to override this behavior.

Defaults to true.

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css
Interpolation<Theme>

Emotion CSS prop to apply to the component. See Theming documentation for more information.

Example usage:


<Frigade.Checklist css={{ backgroundColor: "pink", ".fr-button-primary": { backgroundColor: "fuchsia" } }} />
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dismissible
boolean

Whether the Flow is dismissible or not

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flowId
string

The Flow ID to render. You can find the Flow ID in the Frigade dashboard.

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forceMount
boolean

If true, the Flow will be mounted even if it has already been completed or dismissed. However, if the user does not match the Flow’s targeting, the Flow will not be mounted.

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modal
boolean

Register the Flow as a modal to prevent popup collisions (only one modal Flow will render at a time).

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onComplete
FlowHandlerProp

Handler for when the Flow is completed. This is event is fired immediately after the user completes the Flow.

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onDismiss
FlowHandlerProp

Handler for when the Flow is dismissed (skipped). This is event is fired immediately after the user dismisses the Flow.

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onPrimary
StepHandlerProp

Handler for when primary button is clicked. If this function returns false or a promise that resolves to false, the step will not be automatically completed when clicked.

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onSecondary
StepHandlerProp

Handler for when secondary button is clicked. If this function returns false or a promise that resolves to false, the step will not be automatically completed when clicked.

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stepTypes
StepTypes

Map of step types to their respective components. Use this to build custom step components. The type defined on the step in the Flow YAML config should match the key in this object. For instance, if you have a step with type: 'custom', you should provide a component for it like so:

<Checklist.Collapsible stepTypes={{ custom: CustomStepComponent }} />

The corresponding YAML config would look like:

steps:
 - id: custom-step
   type: custom
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variables
Record<string, unknown>

Variables to pass to the Flow. You can use variables in the Flow configuration to customize copy. For instance, you can use title: Hello, ${name}! in the Flow configuration and pass variables={{name: 'John'}} to customize the copy.

CarouselForm