--- title: "Create Walkthrough Checklist" slug: "create-walkthrough-checklist" updated: 2026-08-06T15:35:55Z published: 2026-08-06T15:35:55Z canonical: "support.whatfix.com/create-walkthrough-checklist" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Create Walkthrough Checklist The Walkthrough Checklist enables you to create a list of to-do tasks for your users to help them kickstart their onboarding process. Create and configure your Walkthrough Checklist using the following steps: [Step 1: Create a Walkthrough Checklist project](/mobile/docs/create-walkthrough-checklist#create-walkthrough-checklist) [Step 2: Capture your Mobile app screens](/mobile/docs/create-walkthrough-checklist#connect-capture) [Step 3: Identify the screen](/mobile/docs/create-walkthrough-checklist#identify-screen) [Step 4: Design the Walkthrough Checklist](/mobile/docs/create-walkthrough-checklist#design-walkthrough-checklist) ## Step 1: Create a Walkthrough Checklist project 1. On the Whatfix Mobile Dashboard, click the app in which you want to create your project. ![Mobile_Db_Select_App.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mobile_Db_Select_App.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) 2. To create a new project, click **+ New**. ![Mobile_new_Project.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mobile_new_Project.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) 1. In the **Onboarding & Training** section, click **Walkthrough Checklist**. ![onboarding_walkthrough_checklist](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/onboarding_walkthrough_checklist.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) 1. Enter a name for your project. ![Mobile_New_Project_Name.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mobile_New_Project_Name.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) 2. Enter the **App Version** or select the **App Version** using the dropdown. ![Mobile_app_version.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mobile_app_version.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) Info: - Use the latest version of your app to create Whatfix Mobile content. For more information on app version, see [What is an App Version?](/mobile/docs/app-version) - Ensure that you add the correct app version from the app build that was integrated with the Whatfix Mobile SDK. 3. Click **Create**. ![Mobile_Click_Create.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mobile_Click_Create.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) 1. Your Walkthrough Checklist project gets created and you are redirected to the Whatfix Mobile Studio. ![walkthrough_menu_studio](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/walkthrough_menu_studio.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) --- ## Step 2: Capture your Mobile app screens Capture screens as a one-time step using the Whatfix Creator widget. The widget enables you to capture app screens as screenshots and saves them to your Whatfix Mobile Dashboard to create in-app guidance content. It also enables you to preview your projects and test them before publishing. For more information on how to capture and add app screens, see [Capture Mobile app screens](/mobile/docs/capture-your-app-screen-using-new-screen-capture-experience). Use the following steps to add a screen: 1. On the **Identify Screen** window, click **+ Add screen**. ![new_add_screen.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/new_add_screen.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) 2. Select the screen where you want to create the content and click **Add Screen**. ![select_screen_add_screen.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/select_screen_add_screen.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) ## Step 3: Identify the screen After capturing the screen, you need to identify the unique elements on the screen and tag the screen so that the in-app experience you create appears on the right page. 1. To identify the unique elements on the screen and to tag the right screen, click **+ Add Identifier**. ![Mobile_Add_Identifier.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mobile_Add_Identifier.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) 2. Click the desired element on the page. ![Mobile_identifier_Home.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mobile_identifier_Home.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) Example: If you want to show a Walkthrough Checklist on the Home screen, choose the title Home, which can uniquely identify the screen and show the Walkthrough Checklist on the correct screen.          Info           Click **Add More** to select more elements on the page and then repeat step 2. ![add_more_identifier](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/add_more_identifier.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) ## Step 4: Design the Walkthrough Checklist Use the following steps to design your Walkthrough Checklist: 1. On the Whatfix Mobile Studio, select **Design**. ![element_design ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/element_design%20.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D)          Info           The Walkthrough Checklist appears on the Studio. ![walkthrough_checklist_studio](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/walkthrough_checklist_studio.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) 1. Click the Flow-1 in the Walkthrough Checklist to add and configure your Walkthrough. ![walkthrough_checklist_flow_1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/walkthrough_checklist_flow_1.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) 2. Configure the **Walkthrough Checklist** using the following options: i) Add a name to your Walkthrough. ![2022-12-09_22-28-46](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-12-09_22-28-46.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) ii) To add your Walkthrough in your Walkthrough Checklist, copy the Project ID of the Walkthrough project you've created and paste it in the **Project ID** section. For more information on how to find Project ID, see [Initialize Project ID](/mobile/docs/initialize-project-id). ![2022-12-09_22-39-35](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-12-09_22-39-35.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) iii) To connect your Walkthrough to the Walkthrough Checklist, click **Connect**. ![connect_walkthrough](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/connect_walkthrough.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D)          Info           - The Walkthrough project you add to your Walkthrough Checklist should be the same App Version as the Walkthrough Checklist. - Once you enter the valid Project ID, the Walkthrough is added to your Walkthrough Checklist. ![2022-12-09_22-43-08](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-12-09_22-43-08.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) iv) Rearrange your Walkthroughs, add Walkthroughs, or delete Walkthroughs using the action bar. ![walkthrough_checklist_action_bar](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/walkthrough_checklist_action_bar.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) v) If you want to add more Walkthroughs, repeat Steps 4 ii) and 4 iii). 3. Click **Edit** to add a name to your Walkthrough Checklist and change the Font of the Walkthrough Checklist. Also [add user property](/mobile/docs/personalization) to personalize the experience for your end user. ![edit_walkthrough_checklist](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/edit_walkthrough_checklist.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) ![layout_walkthrough_menu](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/layout_walkthrough_menu.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) 4. Click **Done**. ![done_walkthrough_menu](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/done_walkthrough_menu.png?sv=2026-02-06&spr=https&st=2026-10-29T17%3A12%3A59Z&se=2026-10-29T18%3A12%3A59Z&sr=c&sp=r&sig=78B2f0Y%2BIqBCHag59luCdhSszGzzLy5kZDh7Tue5o5M%3D) 5. Configure the following options in Walkthrough Checklist, - Show the Walkthrough Checklist in the language of your choice. For more information, see How to configure language in Walkthrough Checklist? - Enable the **ICON** toggle to enable your end users to start the Walkthrough Checklist using an icon. For more information, see [Use Icons to start a Walkthrough Menu](/mobile/docs/use-icons-to-start-a-walkthrough). - Define when the Walkthrough should start using the **DISCOVERY TRIGGER**. For more information, see [Use the Discovery Trigger in Walkthrough](/mobile/docs/use-the-discovery-trigger-in-walkthrough). - Select how to terminate your Walkthrough using the **FLOW TERMINATION** dropdown. For more information, see [Flow Termination to dismiss the Walkthrough](/mobile/docs/flow-termination-to-dismiss-the-walkthrough). The Walkthrough Checklist you create is automatically saved. Info - [Preview projects on a device](/mobile/docs/preview-projects-on-a-device) before making it live for your end users. - After creating and designing your Project, click **Publish** to make it live for your end users. For more information on publishing Whatfix Mobile content, see [Publish Whatfix Mobile content](https://support.whatfix.com/mobile/docs/publishing-whatfix-content).