Skip to content

Smart Checklist Documention

1. Introduction (Overview)

Smart Checklist module is a dynamic, visual tool designed to guide users through any process efficiently. It features a real-time progress bar, clear status labels, and a Completion Pop-up, all while supporting multiple custom checklists and remaining fully responsive.

2. Key Features

  • Visual Progress Tracker: A dynamic bar that fills up in real-time, giving users instant visual confirmation of their success.
  • Clear Task Status: Provides instant status labels for every task: Not Started, In Progress, or Completed.
  • Completion Pop-up: Triggers a pop-up message (e.g., "Checklist Completed!") when all tasks are done, celebrating the user's success.
  • Manage Multiple Flows: Supports creating and managing separate checklists for different goals (e.g., Account Setup, Training).
  • Full Customization Control: Easily adjust colors, fonts, and layout to perfectly match your brand identity.
  • Instant Reset Button: Includes a dedicated "Reset Checklist" button that lets users quickly clear all progress and start the process over.
  • Responsive Design: Guarantees the tool works flawlessly on all devices (mobile, tablet, desktop).

3. Installation – Downloading the Module from HubSpot Marketplace

  • Log in to your HubSpot account.
  • Go to the Marketplace from the main navigation menu.
  • Search for your module by name.
  • Find the module in the results and click Install.
  • If it’s a paid module, you can also click Buy Now to purchase and install directly.

4. How to Use – Adding the Module to Your Page

  • Open your HubSpot page editor.
  • Click on Add Module.
  • Search for your module by name.
  • Drag and drop the module into the desired section of your page.
  • Smart Checklist module is fully responsive, letting users track step-by-step progress with a real-time visual bar, celebrate completion with a pop-up, and manage multiple, fully customizable setup flows.

     
     

5. Module Settings Guide

1. Content Tab 
  • Multiple Checklist Management: Easily create, add, and edit separate checklists for different processes or goals.
  • Hide/Show Headings: Control the look by showing or hiding checklist headings for a cleaner layout.
  • Completion Message Visibility: Choose to show or hide the pop-up message that confirms all tasks are successfully finished.
  • Responsive Design: Works perfectly across all devices (mobile, tablet, desktop)..
  • Customizable Styling: Change colors, fonts, and layout to match your brand.


Group 469434

 

2. Style Tab

  • Adjust Module Width – Set the width of the module to fit your layout.
  • Fully Customizable – Modify colors, text, and layouts to match your brand. 
  • Module Spacing – Module Spacing Adjust padding and margins for perfect layout.
  • Progress Bar Customization: Easily adjust the color of the dynamic Progress Bar.
  • Status Label Styling: Customize the color, font, and size for the 'Completed', 'In Progress', and 'Not Started' status labels.
  • Text Element Styling: Fully control the color, font, and size of the checklist's main title and description text.
  • Heading Styling: Customize the color and size of all headings within the checklist.
  • Reset Button Styling: Edit the background color, font color, and size of the "Reset Checklist" button.



Group 469433

6. Examples / Demo Preview

View the module in action: https://www.modfrybus.shop/smart-checklist

7. Support & Contact

For questions or support, contact us at productqueriemodfrybus@outlook.com We’re happy to help!