- Whatfix Desktop Overview
- Features available in Whatfix Desktop
- Whatfix Desktop Glossary
- Get Started
- What can I do with Whatfix Desktop?
- Pre-requisites to work with Whatfix Desktop
- Understand Whatfix Desktop workflow
- The CLM Desktop Dashboard
- Use the Preview Mode on the Whatfix Desktop Studio
- Offline mode of Whatfix Desktop
- Multiple Instance (window) support on Desktop
- What is Whatfix Desktop?
- Multiple Application Support
- Internationalization: Change language on the Whatfix platform
- Deprecated functionality
- Whatfix Desktop Apps
- Whatfix Desktop Administration
- Create Whatfix Desktop Content
- Create a copy of Whatfix content or widgets
- Flows - Whatfix Desktop
- What are Flows?
- Create a Flow
- Edit a Flow
- Use the Whatfix Rich Text Editor
- Insert an image in a Flow step
- Insert a video in a Flow step
- Customize Flows
- Rearrange a step in a Flow
- Delete a step in a Flow
- Show information as a pop-up before running Flows
- Enable Back button on Flow steps
- Change the Tooltip position
- Change the design of the Tooltip
- Display Rules for showing Tooltips
- Customize the end message of a Flow
- Define step completion rules
- Create a copy of a Flow
- Add or insert a step after Flow creation
- Delete a Flow
- Define a step as optional
- Copy Flow steps
- Reselect elements to manage UI changes
- Enable the Spotlight feature
- Trigger a desktop Flow using browser URLs
- Cross application Flows
- Trigger a Flow using User Actions
- Visibility and Display Rule Conditions
- Smart Tips- Whatfix Desktop
- What are Smart Tips?
- Create Smart Tips
- Data Validation using Smart Tips
- Change the i icon for Smart Tips
- Use custom icons for Smart Tips Updated
- Rules to display Smart Tips
- Preview Smart Tips
- Configure the appearance of Smart Tips
- Customize Smart Tips
- Delete a Smart Tip
- Add a Smart Tip to an existing Smart Tip Collection
- Edit Whatfix content or widget in Production stage
- Beacons - Whatfix Desktop
- Static Content - Whatfix Desktop
- Pop-Ups
- What are Whatfix Pop-ups?
- Pop-up Visual Editor
- Create Pop-Ups
- Create a Carousel Pop-up
- Edit a Pop-up
- Insert an image in a Pop-up
- Customize a Pop-up template
- Remove a component from a Pop-up template
- Schedule Pop-Ups
- Trigger a Flow using the Pop-up Visual Editor
- Attach URL to a Pop-up
- Resize a Pop-up
- Pop-up with Flow attached
- Embed a Survey in a Pop-Up
- Translate Pop-ups in Multiple Languages
- Choose a Pop-up template
- Add content inside a Pop-up using rich text editor
- Disable Pop-Up
- Embed Videos in Pop-ups
- Create a Link
- Create Text Content
- Create a Video Link
- Upload Pdf to your Dashboard
- Upload Images to your Dashboard
- Pop-Ups
- Icon Library
- Multi Format Outputs - Whatfix Desktop
- Translate Whatfix Desktop Content
- Introduction to Whatfix content translation
- Languages Supported by Whatfix
- Add a new language
- Use Excel Format for translation
- Use the Whatfix UI
- Using Property Files
- Update and manage the translated content
- Rename custom labels in Whatfix
- List of labels in Whatfix
- Auto Translate Whatfix Content
- Change the default language for auto-translating content
- Configure Whatfix Desktop Content
- Content Archival - Whatfix Desktop
- Alternate Flows
- Organize Whatfix Desktop Content
- Find the window variable values for Visibility Rules
- Segmentation
- Configure Self Help
- Create Self Help
- Content Grouping in Self Help
- Integrate email support
- Integrate live chat
- Enable ticketing system
- Animate Self Help
- Reposition Self Help Widget
- Understand Search in Self Help
- Restrict Self Help Search results using Tags
- Disable Self Help
- Resize Self Help
- End-user feedback in Self Help
- Configure a Task list
- Publish Whatfix Desktop Content
- Content Aggregation for Desktop
- Content Aggregation Process
- Custom Repository
- Integrate your Content Repository with Whatfix
- View Content Repository links on the Dashboard
- Content Repository Actions
- Delete a Content Repository
- Add Repository Content to Self Help and Task List
- Change the Sync Frequency of a Repository Integration
- Repository Integration Status Report
- Understand Repository Integration Status
- Instant Feasibility check for Custom Repositories
- SharePoint Integration
- OneDrive Integration
- ServiceNow Integration
- Freshservice Integration
- Confluence Repository Integration
- Salesforce Integration
- Sharefile Integration
- FreshDesk Integration
- Zendesk Integration
- Integration Hub for Desktop
- Integration Hub Overview
- Amplitude Integration
- Bullhorn Integration
- Confluence Integration
- FullStory Integration
- Enterprise Attributes for content segmentation
- Google Analytics Integration
- Google Sheets Integration
- Heap Integration
- Microsoft Azure Active Directory Integration
- Microsoft Excel Integration
- Microsoft Forms Pro/Microsoft Dynamics 365 Customer Voice Integration
- Oracle Fusion Integration
- Power BI Integration
- Quantum Metric Integration
- Salesforce Einstein (Tableau CRM) Integration
- Salesforce Integration
- Salesforce Survey Integration
- Scheduling an Integration
- ServiceNow Integration
- SuccessFactors Integration
- SurveyMonkey Integration
- User Attributes
- Whatfix Integration - Auto PDF creation of Flows
- Workday Integration
- Guidance Analytics for Whatfix Desktop
- Whatfix Analytics
- Get analytics data across clm stages
- Identifying unique users in Whatfix Analytics
- Data captured by Whatfix Desktop Analytics
- Analytics Dashboard
- Self Help Analytics
- Task List Analytics
- Downloading Report Analytics data using API
- Pop-up Analytics
- Audit Logs captured by Whatfix
- Analytics Filters- Domain Filter
- Downloading Analytics Summary Report
- Enable Whatfix Analytics for Self-hosted Mode
- Flow Analytics
- Smart Tip Analytics
- Beacon Analytics
- Download Unique Users and Engagement data
- Download Analytics Reports for the Task List
- Understand Flow exits
- Summary Pop-ups for Push to Production
- Whatfix Analytics
- Product Analytics for Whatfix Desktop
- Troubleshooting - Whatfix Desktop
- Installation
- General
- Dashboard
- Cannot see content created on Dashboard
- Cannot see Widget section on Dashboard
- Error: Maximum number of segments reached
- Error: This domain is not supported for your enterprise
- Publish Changes button does not appear
- Push to production button does not appear
- Unable to delete content or widget
- Unable to invite users to Whatfix Dashboard
- Unable to download Whatfix content from the Dashboard
- Unable to move individual content or widget across stages
- Unable to see Drag and drop or Browse option
- Unable to see the Embed option for Whatfix content
- Users do not receive invite to Dashboard
- Why are the moved Content and Widgets disabled?
- Flows
- Beacons
- Widgets
- Smart Tips
- User Roles
- Whatfix Desktop FAQs
- General
- How can I access the Product Analytics dashboard?
- When to install 64 bit and 32 bit Whatfix Desktop applications
- Configure SAP applications for Whatfix Desktop
- How to identify the cause of the Whatfix Desktop Apps crashing?
- How can I make the Whatfix content appear again after stopping it?
- How can I check if the latest version of Whatfix is installed?
- How can I manage the version of Whatfix Player installed by my organization?
- How can I check the version of Whatfix Desktop Player?
- Can I change the minimum threshold value for desktop application windows?
- Do widget occurrences get exhausted if you preview them?
- CLM Dashboard
- Deployment and Content Delivery
- What are User Action Completion rules?
- Should I do a Push to Production for any content changes?
- How long after a Push to production do Whatfix content updates reflect for end users?
- How can I view changes in the updated Player’s version before deploying it for end users?
- Where are the Whatfix files installed?
- What is the size of the Whatfix log file?
- Driving Whatfix Help Content Adoption
- When does the new content reflect in the app after publishing?
- What are the trusted Whatfix domains to whitelist?
- Whatfix Content
- Can I undo the changes made with the Drag Handlers?
- Who creates content on Whatfix?
- How to display specific content in Self Help across all pages?
- How to reposition the Task List widget?
- How to capture user search terms in the Self Help widget?
- How does Whatfix display content on my application?
- Where does Whatfix host content created for my application?
- Do I have to create Whatfix content again in other languages?
- How does Whatfix select which language content to display?
- How can I find the content in Whatfix Dashboard?
- What languages does Whatfix support?
- Content Archival
- How does archiving affect analytics?
- How does archiving affect translations?
- What happens to Archived content and widgets when a user is deleted?
- Are Archived content and widgets part of the Export Production Package?
- What happens to the tags of Archived content?
- What happens if I archive content or widgets that are linked to other content and widgets?
- What are the video and audio codecs supported in Whatfix?
- Difference between deleting and disabling a widget
- Compliance and Security
- How secure is Whatfix?
- How long does it take for Whatfix session to timeout?
- How can I prevent my Whatfix account from getting locked?
- What data is captured by Whatfix's Product Analytics?
- Does Whatfix Analytics look at my end user data?
- How do you measure the ROI on Whatfix?
- How can I unlock my Whatfix account?
- Analytics
- Product Analytics
- Schedule Insight reports
- How can you delete a reporting Schedule in Product Analytics?
- How can you edit a reporting Schedule in Product Analytics?
- How can you pause a reporting Schedule in Product Analytics?
- How can you remove a recipient from a reporting Schedule in Product Analytics?
- What happens to the scheduled reports when you delete the scheduled Trend Insight in Product Analytics?
- Schedule Insight reports
- General
- Best Practices - Whatfix Desktop
- Contact Support
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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:
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On the Whatfix Guidance dashboard, click Widgets.
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Click All widgets.
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Click Create widget.
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Click Task List.
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Enter the Task List segment name.
You can display the name of the Task List to your end users by enabling the Use segment name for enduser toggle.
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In the Add Content section, click Select.
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Select the checkboxes next to the content that you want to include in the Task List.
Use the Select All option to select all the content from your library.
- Click Okay.
Group the content that is displayed to appear under different logical headers. For more information, see Content Grouping in a Task list.
- Select content using tags by navigating to the Select By Tags tab.
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.
- In the Set Rules section, set the Visibility Rules using the dropdown menu.
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For more information on the different conditions that can be used in Visibility Rules, see Visibility and Display Rule Conditions.
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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.
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Rearrange the order of the rules with a drag and drop.
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Go to the Scheduler tab, and then set when the Task List should appear.
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Click Save.
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Once you have configured the Task List segment, select the Task List segment using the checkbox, and then click Send to ready.
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Go to the Ready stage, select the segment you want to move to the Production stage, and then click the Push to production button.
- 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.