checklist for a 'must have for best results' list

Requesting a technical checklist system for workflows/features — specifically for the things that usually get missed until users get bad results.

This is not just a basic onboarding checklist. I’m asking for a preflight / runtime validation checklist that covers hidden dependencies, environment issues, and setup quality.

What this should support

1) Preflight validation checks

Before a user starts a workflow, the app should be able to verify:

  • Required permissions are granted

  • Required fields are actually valid (not just filled)

  • Device/network requirements are met

  • Feature dependencies are enabled

  • Version compatibility is correct

  • Required integrations/services are connected and responding

2) “Best results” checks (quality checks, not just required checks)

The checklist should support items that improve output quality, such as:

  • Recommended settings selected

  • Calibration/setup completed

  • Demo/tutorial reviewed

  • Profile/preferences tuned

  • Input quality meets minimum threshold

  • Optional enhancements enabled

This helps distinguish:

  • Required to function

  • Recommended for best results

3) Conditional checklist logic

Checklist items should be dynamic, not static.

Example:

  • If user selects Theme A → show Theme A setup items

  • If user is on mobile → show mobile-specific checks

  • If user enables advanced mode → show extra configuration checks

  • If a feature depends on subscription tier → show upgrade/availability check

4) Auto-detection + manual confirmation

Some checklist items should be:

  • Auto-verified (system can detect pass/fail)

  • Manual confirm (user must confirm they completed something)

  • Hybrid (system checks what it can, user confirms the rest)

This is important because some “must haves” are behavioral or physical setup steps the system can’t detect directly.

5) Hard-fail vs soft-warning behavior

Checklist items should support severity levels:

  • Blocker (must pass before continuing)

  • Warning (can continue, but quality may drop)

  • Info (helpful but optional)

This avoids forcing users through unnecessary steps while still protecting results.

6) Save state + persistence

Checklist progress should:

  • Save to user account/profile

  • Be tied to feature/workflow

  • Be reusable for future sessions

  • Reset automatically when relevant settings/version change

  • Keep a timestamp for last completed check

This matters because a completed checklist may become outdated after updates.

7) Versioned checklists

A checklist should be version-aware.

If the workflow changes, the checklist should support:

  • Checklist versioning

  • “What changed” indicators

  • Revalidation of only impacted items (not full reset)

This prevents stale setup from silently causing bad results after updates.

8) Explainability for failed checks

When a check fails, it should show:

  • What failed

  • Why it matters

  • How to fix it

  • Retry validation button

Not just a red X. Users need the recovery path.

9) Observability / analytics (important)

This feature should track:

  • Which checklist items are most commonly missed

  • Which failed checks correlate with poor results

  • Drop-off points caused by blockers

  • Time to completion

  • Completion rate by device/platform/tier

This is where the feature becomes powerful: it identifies the hidden causes of low-quality outcomes.

10) Admin / builder configuration

Need a way to configure checklists per feature:

  • Add/edit checklist items

  • Set required/recommended status

  • Set severity (blocker/warning/info)

  • Define conditional logic rules

  • Define validation type (auto/manual/hybrid)

  • Map checks to feature versions

  • Control first-run display and settings access

Why this matters

Most users don’t fail because the feature is bad — they fail because of hidden setup issues the app never surfaces.

A proper “Must Have for Best Results” checklist acts like a preflight system:

  • catches silent failure points

  • improves consistency

  • reduces support issues

  • increases success rates

  • makes results more reliable

This would be a high-value feature, especially for any workflow where setup quality directly impacts outcome quality.

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Upvoters
Status

In Review

Board
💡

Feature Request

Date

9 days ago

Author

Cody Cole

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