Checklist Manager ¶

Introduction ¶

Checklist Manager is the application's most important part. You can see here all the Checklists you have been created in TicTag, plus all the actions that can be listed with each. For example, you have access to the users submissions, create reports, view statistics and more.

Note: To access the Checklist Manager click the "Checklist" menu in the navigation bar.

Create a Checklist ¶

Before you create your first Checklist, please read the Checklist Builder documentation.

If you are on the Dashboard or in the Checklist Manager, follow these steps:

1. Click "Create Checklist"
2. Drag and drop all the fields that your Checklist needs.
3. Drag and drop one button or more, according to your needs.
4. Click "Save Checklist". A modal window will appear with 3 options:
   • Continue editing the Checklist.
   • Go to Advanced Checklist Settings
   • Go to Checklist Manager

Note: If you close the modal window without choosing one of these three options, when you "Save" again, you create another Checklist and not edit the already created. This option can be useful if you want to create several similar Checklists quickly.

View Checklist Record ¶

To view the Checklist Record, click on the Checklist name in the Checklist Manager. You can view from here its configuration and access all your options.

Update a Checklist ¶

If you have questions about updating your first Checklist, please read the Checklist Builder documentation.

Updating a Checklist can be done in two ways:

1. From the Checklist Manager
   • Locate the Checklist to update
   • Click on the "Actions" button and select "Update"
2. From the Checklist Record
   • To access the Checklist Record click the name of the Checklist
   • Then click the "Update" button (the pencil icon)
3. Drag and drop one button or more, according to your needs.
4. Click "Save Checklist".

Note: While you can update a Checklist at any time, the information gathered by them (submissions and reports) may be affected or lose coherence.

Using Folders to Organize Checklists ¶

You can organize your Checklists in folder. Click here to read more.

Save Checklist as Template ¶

To save your Checklist as a Template, follow these steps:

1. Go to the Checklist Builder
2. Click the Up Arrow (At the right side of the "Save" button)
3. Click "Save Checklist As Template"
4. Then you will be redirected to the Template Manager.

Advanced Checklist Settings ¶

To access the Checklist Settings, you must be in the Checklist Manager. Then complete the following steps:

1. Click on the name of the Checklist you want to set
2. Click on "Settings" (the gear icon)

In Settings, you will see 4 tabs. Each of these tabs contains the setting of a Checklist aspect:

1. Checklist Settings ¶

It is the first tab of the Checklist Settings and is displayed by default. From here you can set up:

• Checklist Name: Displayed on the application administration pages and as the title of the Checklist public page.
• Slug: This option allows you to customize your Checklists URLs. By default, slugs are created based on the name of the Checklist, but you can edit it here.
• Status: Indicates if the Checklist is being shown. If set to Off, the Checklist is no longer displayed to the user and instead appears a message indicating that the Checklist is disabled and does not accept more submissions.
• Created by: Field available only for administrator users. Used to assign a Checklist to a different advanced user.
• Text Direction: Allows you to set the direction in which the values appear in the Checklist. By default, the text direction is Left to Right (LTR). But, you can change the text direction from Right to Left (RTL) from the dropdown.
• Private: Only logged-in users with the right permissions can access the Checklist page or Checklist Widget. If this option is enable, anonymous users will be redirected to the login page and users without permissions will be redirected to the Checklist Management page.
• Message: Sets the message to be displayed to the user when the Checklist has been disabled (Off).
• Shared With: This feature allows you to share the Checklist with other users. You have three options:
  • None: The Checklist will only be visible by its creator (without considering the administrator who can see all the Checklists).
  • Everyone: The Checklist will be visible by all users of the application. Only managers can share Checklists with everyone.
  • Specific users: Allows you to select the users who will be able to see the Checklist. Related permissions: Includes the word "Shared" in his name. For example, viewSharedChecklists, editSharedChecklists, deleteSharedChecklists.

    Important! Keep in mind that although a user can share a Checklist with another user, this user must have the permissions to view, edit, delete, etc. required for each action. For example, if you share the Checklist with two users with different roles: Manager and Editor. The Manager user could only have access to view the reports and statistics of shared Checklists, while the Editor user could only have access to the Checklist Builder and Checklist Settings of shared Checklists.

• Generate Submission Number: This option allows you to set a custom sequential submission numbering for your Checklist. The submission number will be increased by 1 always. Except, if you set a bigger number in Checklist settings (In this case, we are going to use this number). So, only when the number is bigger than the submission number of the previous entry we are going to use it to prevent duplicates. Take into consideration that the Submission Number helps you to identify a Submission in your Checklist, but a Submission ID helps you to find a Submission in the entire application. Two different Checklists can have the same Submission Number, but never the same Submission ID.
• Number Width: Set the minimum width of number without a prefix (zeros will be added to the left side). This will change the minimum width of the submission number for new submissions. E.g. set to 5 to have submission number displayed as 00001 instead of 1. Leave empty to disable.
• Number Prefix: Prefix before submission number (optional). This will change the prefixes for new numbers.
• Number Suffix: Suffix after submission number (optional). This will change the suffixes for new numbers.
• Save DB: Indicates if Checklist submissions must be stored in the database or not. In any case, this does not affect each emailing entry.
• Owner Scope: When this option is active, only the Checklist Managers can manage all the Submissions. The rest of the users who have access to the Submission Manager, will only be able to manage their own submissions.
• Protected Files: When this option is active, only Logged-In users with Checklist access can access or download the files.
• Time Zone For Submissions: When this option is enabled, the submission date will use this timezone, instead the user account timezone.
• Date Checklist: When this option is enabled, the submission date will use this date , instead the application date.
• Editable: When this option is active, Checklist submissions can be edited by anonymous users by using the Checklist Widget. So, you will be able to allow your users edit Checklist entries from your own website.
• During: It must be a number, for example: 1. This number defines the amount of time a user can edit a submission.
• Unit of Time: It can be Hours, Days, Weeks, Months or Years. This allows you to define exactly the time you can allow the edition. Eg. 1 hour or 1 day.
• If the Submission meets: Only Checklist Submissions that pass this condition can be edited. This allows us to enable/disable the edition depending on the value of Checklist fields.
• Limit total number of submission: Specify the maximum number of submissions that the Checklist will accept in a period.
• Action: The action to be executed when a Checklist has reached its limit. It can be: Show error message (By default) and Show error message and Disable Checklist (This action is only available when "Per Time Period" is "All Time").
• Total Number: Total number of submissions to be accepted.
• Per Time Period: Period in which the number of submission will be counted.
• Limit submissions per User: Sets the maximum number of submissions that the Checklist can receive from the same user in a period.
• Limit By: There are four options: IP Address, Browser Fingerprint, IP Address or Browser Fingerprint and IP Address and Browser Fingerprint. Use Browser Fingerprint when you disable IP Tracking or when you are running TicTag in an intranet and want to limit the entries.
• Max Number: Maximum number of submissions allowed.
• Per Time Period: Period in which the number of submissions will be counted.
• Schedule Checklist Activity: Set the start an end date in which the Checklist must be enabled (ON) Before and after it, the Checklist will be automatically disabled.
• Start Date: Select the date on which the Checklist will be activated.
• End Date: Select the date on which the Checklist will be deactivated.
• Use password: Enable or disable the Checklist protection by using password. If the option has been enabled, you should fill the Password field. Otherwise, the Checklist will not be saved and instead, a validation error will be displayed. By default, this setting is OFF.
• Spam filter: Indicates if the Checklist should use the honeypot technique to filter submissions made by real users from the ones made by bots (spam).
• Authorized URLs: To prevent a third party from embedding your Checklist on their own website, your Checklist can be restricted to a list of URLs that you authorize.
• No validate: This option allows you to disable the Client-Side validation (by the browser). Take into account that the Server-Side validation won't be disabled. It's recommended to have this option in Off.
• IP Tracking: When this option has been enabled, IP addresses won't be collected by the application. You can enable the Browser Geo-location to collect the Sender's location with consent.
• Analytics: Enable/disable monitoring the Checklist by the application. When, IP Tracking has been disabled, Checklist Stats will be collected with IP anonymization.
• Autocomplete: Enables the browser's autocomplete to Checklists that have been previously filled. By default, this setting is ON.
• Save & Resume later: When this option has been enabled, the browser automatically will store the information entered by a user on each field to be resumed later, even if the user close the browser.

Note: There are conditionally required fields. For example, if you activate the Schedule Checklist Activity option, you must enter a Start and End Date. If you leave these fields in blank, you cannot save the Checklist Settings and instead, an error message appears.

2. Confirmation Settings ¶

This tab allows you to configure four key aspects of the submission confirmation:

1. Inform the user immediately: Whether using a text message (alone or above the Checklist) or redirect the user to another web page. In the first case, you must type the message to display and in the second, the full URL of the web.
   • If you'd like to make the message more personal, you can insert field variables (placeholders) into a confirmation message or confirmation URL, in similar way as a confirmation message by email. Once the Checklist has been submitted, the placeholder will be replaced with the information placed in that field. For more details, go to the 'Customizing the message' documentation.
   • To Redirect the browser to another page, you can set up 3 additional parameters
     • Show Message and Redirect After: Here you can enter a number of seconds to start the redirection.
     • Append Submission Data to URL: This is useful for small Checklists when you want to append all the collected data to the URL. Eg. https://www.example.com/thanks.html?text_0=John&email_0=john@doe.com
     • Replace Field Name with Field Alias when it's available: If this option has been enabled, the collected data will be appended using the Field Alias. Eg. https://www.example.com/thanks.html?name=John&email=john@doe.com
2. Conditional Logic With this tool you can customize the way that you handle and process your submissions, giving you more control once a user has submitted your Checklist. A common example of this would be if you wanted to provide your end users the option to download a file. In this scenario you can redirect to the file to start the download process. But, if the user don't want to get the file, we will show the Thank You message.
3. Send confirmation email to the user: If you select this option, each time a user submit a Checklist will receive an email that will thank him.
4. Double Opt-In You can enable the double opt-in feature to confirm your Checklist submission. Then you can use the placeholder: {{optin_link}} to present the link to the Opt-In Confirmation Page. When the end-user clicks this link can be redirected to another web page or see a custom Thank You message.

Note: When the end-user confirms their Opt-In, the following event will be triggered: Email has been verified by double opt-in. This event can be used in different parts of the system, for instance to send email notifications.

3. Notification Settings ¶

In this tab you can configure how Checklist Submissions will be sent to your email (All data, only a link to the data or a custom message). Additionally, you can set the email subject, email addresses and more.

Four things to keep in mind:

1. If the Checklist has fields of "Email" type, you can select them as Send To and/or Reply To email address.
2. If the Checklist has fields of "File" type, you can attach uploaded files to emails.
3. If you choose only Plain Text, a default message with all the submitted data will be sent in plain text.

4. You can choose the event when the email notification will be sent:

   • When the Checklist is submitted
   • When the email is verified by double opt-in

Note: You can insert placeholders (field variables) into a notification email. For more details, go to the 'Confirmation Settings' documentation.

4. UI Settings ¶

UI = User Interface.

From here you can modify the Checklist appearance: The design by using themes, and the functionality by using an external JavaScript file.

1. Select a theme: You can select the theme that best fits your Checklist or one you have created yourself. When you select a theme from the list, the Checklist will be automatically displayed with the design chosen theme. You can change the themes over and over again to see differences.
2. Load Javascript File: Enter the full URL of the JavaScript file that will be loaded with your Checklist. By default, the jQuery library is available for you to make use of it when interacting with the Checklist.

Note: To save all the changes you make on any tab, click the "Save" button.

Add-Ons ¶

You can use add-ons to do more with your Checklists. If a user has permission to access the add-ons, the option "Add-Ons" will appear in the Checklist Manager (Checklists > Actions > Add-Ons), from here you can manage the add-ons configuration that are active and are available for each Checklist.

Reset Stats ¶

You can reset the Checklist stats from the Checklist Manager, by clicking the "Actions" button and “Reset Stats“. Then it will show a popup asking you to confirm your decision to delete the stats.

Copying a Checklist ¶

If you want to copy a Checklist to save time, we make that process easy for you.

1. To copy a Checklist, click on the "Checklists" link.
2. Then, click on the "Actions" button next to the Checklist you would like to copy.
3. Then, click Copy and popup Checklist will appear. The Checklist name will be given by the name of your original Checklist with "- Copy" added to it.
4. You can change the name of your Checklist
5. You can select what settings should be included in the new Checklist
6. Finally, click "Copy".

The Checklist Manager will display the copied Checklist on the top of the list.

Delete a Checklist ¶

You can delete a Checklist from the Checklist Manager, by clicking the "Actions" button and "Delete". Then it will show a popup asking you to confirm your decision to delete the Checklist.

Important! When you delete a Checklist, all content related to it will be deleted too, including: Submissions, reports and graphs, statistics, configurations and more: This action cannot be undone.

Add conditional logic to a Checklist ¶

TicTag features a powerful and intuitive tool to add conditional logic to a Checklist.

The rules are based on the information that the Checklist fields have at any given time and allow you to disable or enable and show or hide fields and other elements in the DOM. In addition, you can also do math and skip pages with this powerful tool.

You can access the Rule Builder from the Checklist Manager:

1. In the navigation bar, click "Checklists"
2. Click on the Checklist name
3. Click on the button "Conditional Rules" (Flow Graph icon)

Note: If you have questions about your first conditional rule, please read the Rule Builder documentation.

Publish and Share a Checklist ¶

You can access to publish and share a Checklist using the Checklist Manager:

1. In the navigation bar, click "Checklists"
2. Click on the Checklist name you want to share
3. Click on the "Publish and Share" button (the green arrow icon)
4. This allows you to get the code to be placed on the website which will display the Checklist (inline or in a modal pop-up). You can also copy the Checklist permanent link and share it via email or social networks. And now, with the 1.1 version you can also share links with friendly URLs to your Checklists, immediately!

Note: Keep in mind that if you are going to share your Checklist with a friendly URL, you must also update your theme background-image (if using one).

In addition, the Checklists can be published in two formats: With or Without design (no theme) and can be shared in different ways, depending on the configuration you assigned. For example, you can share the Checklist in complete page and without the application logo.

PopUp Designer: Place the Checklist inside a popup ¶

You can place the Checklist inside a popup and design the look and feel of this popup without writing a single line of code.

To use the PopUp Designer, follow the next steps:

1. In the navigation bar, click "Checklists"
2. Click on the Checklist name you want to share
3. Click on the "Publish and Share" button (the green arrow icon)
4. Click on the "Embed Pop-Up Checklist" menu.

In this page you can create popups that will get your visitors attention.

You can customize a lot of options like colors, borders, radius, backgrounds, button placements and many more.

To finish, click on the "Generate code" button to open a modal and copy the HTML code that you must insert in your web page.

Download QR Code ¶

QR Codes are an excellent way to connect people from print media or invite people in a mobile world to complete your Checklist.

To download the QR code, follow the next steps:

1. In the navigation bar, click "Checklists"
2. Click on the Checklist name you want to share
3. Click on the "Publish and Share" button (the green arrow icon)
4. Click on the "Download QR Code" menu.

In this page you can see the QR Code to the friendly link of your Checklist. Also, you can click the "Download" button to share it with your users.

Checklist's Backend Endpoint / Download the HTML ¶

TicTag has the ability to generate endpoints, then you can use them to make fully customizable Checklists.

You can download the HTML code of your Checklist to integrate it directly on your webpage or mobile app, and use the Checklist's backend endpoint to collect data.

Download the HTML ¶

To download the HTML code, follow the next steps:

1. In the navigation bar, click "Checklists"
2. Click on the Checklist name you want to share
3. Click on the "Publish and Share" button (the green arrow icon)
4. Click on the "Download the HTML" menu.

In this page you can see the button to download the HTML code as a ZIp file. Also, you can copy the Checklist Endpoint directly.

Note: If you want to replace the "name" attribute of each field, you need to set it as a Field Alias in the Checklist Builder.

Checklist Endpoints ¶

To collect data with the Checklist Endpoint just copy the URL and change your landing page's Checklist ACTION url or point a Webhook to this URL. Just take into account two things:

1. The field alias of each field should be equal to the field name of your Checklist.
2. If your POST request has an associative array Checklistat, you can use a Dot Notation. For example, Elementor Checklists sends webhooks as associative arrays with this Checklistat:

[
  'fields' => [
    'name' => [
      ´value´ => 'John'
    ]
  ]
]

So, instead of using the alias: 'name', we need to use the dot notation. For this example, to capture "John" we need to use the following alias: fields.name.value.

Apply a theme to the Checklist ¶

To apply the theme you have created to a Checklist, go to the Checklist Manager. Then, perChecklist the following steps:

1. Click the "Actions" button of the Checklist in which you are going to apply the theme
2. Click "Settings"
3. Click the "UI Settings" tab
4. Select a theme from the menu
5. Click "Save"