Group Content in Task list
- 15 Jul 2024
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Group Content in Task list
- Updated On 15 Jul 2024
- 1 Minute To Read
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The ability to group content makes it easy for you to manage the content you create. Creating groups also helps your users consume the information in a more structured manner. Choose to create goal-based groups (for example, group certain flows that a user might need for a desired beginner proficiency level). Also create groups based on the relevance to the page a user is on. It is possible to create groups in a two-level hierarchy.
In Task List the grouping of content can be used to create learning plans. Combining this with the added capability of multiple content types in Task List, create comprehensive and organized training plans and track progress easily.
How to create a group?
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On the Whatfix Guidance dashboard, click Widgets.
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Click Task lists.
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Go to the required Task List segment, and then click the Edit icon.
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Click the checkbox on the content to select multiple content items.
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Click New Group to group the selection.
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Enter a group name.
Note:
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This group name acts as a folder in the Task List showcased to the end-user.
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Groups that do not have any content added to them are not displayed in the Task List widget.
- Click Okay.
Drag and Drop
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Once a folder is created, drag and drop content into/out of the folder.
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Drag and drop functionality is supported in the following cases,
- Re-order of content in the segment
- Re-order of content in a group
Info:
- Create up to 20 groups in each segment.
- Nested grouping (ability to add a group within a group) is currently not supported.
- Your users can view remaining tasks in the group beside the group name (For tasklist only).
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