Onboarding checklist
Is there an onboarding checklist that ISN'T tied to the resource center? Also, is there a way to have the resource center appear automatically like a regular guide? I don't see the option on the activation settings.
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yes! Use the Task List guide building block. To my knowledge no, you cannot have the RC automatically display open every time a user views a page or logs in. You can however use the setting to have it reopen between pages.
Where do I find the "Task List guide building block?" I'm trying to do the same thing. Create a quick product tour to orient users to our products navigation and key features, then I want to create a checklist that guides users to take action and do 8 steps in the app to get started. I'm not using the Pendo Resource Center and would like not to. We're using Intercom's messenger and I'd like for the checklist to either be an ever present link in the Intercom messenger, triggering right after the product tour OR have my dev team create a "Guided Tour" (i.e. checklist) button within our product that can be ever present and launch.
Task List might be part of Guides Pro now -- it's a building block for a guide step in the same area of the options as where you find Custom Code Block.
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