What are Checklists and how are they helpful?

What are Checklists used for?

Checklists serve as a valuable tool to assist new users in familiarizing themselves with the features and procedures offered by the hosting application. The checklist tasks are designed to guide employees through essential exercises for initial training, establishing consistent usage patterns, and enabling them to focus on their key responsibilities without feeling overwhelmed by technical specifications.

A new team member can kick off their checklist journey by watching a couple of informative videos, followed by step-by-step instructions on how to complete tasks related to their daily activities. For instance, a checklist procedure for a Data Analyst starting to work with a new platform may include introductory videos, Importing Data Workflow, Generating a Graph Workflow, Setting Alerts Workflow, Generating Reports Workflow, and links to additional articles for further details. This feature not only speeds up the training process but also helps users concentrate on their primary objectives.

Dependencies with other Apty Assist features

Workflows:

Checklists are essentially a structured list of materials designed to help employees understand how specific elements of a hosting application work and remember the sequence of steps needed to achieve certain results. Workflows guide users through each step necessary to achieve the desired outcome by highlighting the elements of the hosting application and providing instructions on how to interact with them.

For more details refer to: What are Workflows?

Knowledge Store:

Knowledge store links an end user to external knowledge content in the form of videos and URLs to articles or other instructional resources.

For more details refer to: Add Knowledge Content

User Segmentation:

Combined with User Segmentation which allows delivering instructional materials to specific user groups concerning their scope of responsibilities, Checklists become more targeted and organized by distributing various sets of training elements to different user groups.

For more details refer to: What is Segmentation and how is it helpful?

Apty Analytics:

Analytics tracks and compares the amount of started checklist procedures vs completed, shows the dynamic of their usage, and creates a list of top-used checklists. These insights facilitate furnishing the checklist procedures for smoother training, retrieving feedback on how helpful certain checklists are, and seeing how many users follow the predefined training steps.

How does a Checklist look to an end user?

Sets of Checklist tasks are available to the end users in the Assist Client (formerly known as Player) which is displayed as a widget on a hosting application. The list of Checklists also displays the number of tasks added to each checklist and the user's progress on working their way through the checklists assigned to them specifically. The progress of tasks is specific to the logged-in user and depends on his user ID, machine, and local storage along with the browser being used. Once certain checklists are completed, they are stricken out and new tasks appear in the Assist Client. The progress will persist until any of the above is not changed.

When a checklist is clicked, the list of tasks that are part of the checklist will be displayed, as shown on the screen below.

checklist example - client

NOTE: If there are no checklist procedures created for this application, the Checklist tab will not be displayed in the Player. To create checklists, please refer to this article for detailed instructions.