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Create Task List
  • 28 Oct 2024
  • 2 Minutes To Read
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Contents

Create Task List

  • Updated On 28 Oct 2024
  • 2 Minutes To Read
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Article summary

The Task List enables you to create a list of to-do tasks for your users to help them kickstart their onboarding process. The Task List engages and reminds users to complete the tasks at hand by enabling them to self-track their individual progress against their assigned tasks.

Use the following steps to create a Task List:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click All widgets.
    ia_widgets_all_widgets

  3. Click Create widget.
    CLM_DB_CreateWidget.png

  1. Click Task List.
    clm_db_create_task_list

  2. Enter the Task List segment name.
    studio_tl name

your title goes here

You can display the name of the Task List to your end users by enabling the Use segment name for enduser toggle.
clm_task list_enable name to endusers

  1. In the Add Content section, click Select.
    studio_tl_select

  2. Select the checkboxes next to the content that you want to include in the Task List.

your title goes here

Use the Select All option to select all the content from your library.
clm_Task List_select all

  1. Click Okay.
    studio_TL_okay
Info:

Group the content that is displayed to appear under different logical headers. For more information, see Content Grouping in a Task list.

  1. Select content using tags by navigating to the Select By Tags tab.
    studio_TL_select by tags
Info:

Choose from the default Tags populated by Whatfix. These Tags have their own functions to help you show the right tasks to the right users.

  1. In the Set Rules section, set the Visibility Rules using the dropdown menu.
    clm_db_task_list_visibility_rules_desktop
Info:

  • For more information on the different conditions that can be used in Visibility Rules, see Visibility and Display Rule Conditions.

  • To insert a new condition in between two existing rules, click the add icon next to the condition below which you want to place the new condition.

  • Rearrange the order of the rules with a drag and drop.

  1. Go to the Scheduler tab, and then set when the Task List should appear.
    clm_schedule tl_schedule tab

  2. Click Save.
    RB_DB_tasklist_save

  3. Once you have configured the Task List segment, select the Task List segment using the checkbox, and then click Send to ready.
    clm_db_send_to_ready

  4. Go to the Ready stage, select the segment you want to move to the Production stage, and then click the Push to production button.
    clm_db_push_to_production

Note:
  • If there is a Flow or Static content that is common in both Task List and Self Help, accessing the Flow from the Self Help marks it complete in the Task List.
  • If a completed task is used in a new Task List and the user id is set or the cookies are not refreshed then the task that was part of the old Task List is marked complete in the new one as well.
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