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Add a Link to a Task List
  • 04 Mar 2024
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Add a Link to a Task List

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Article Summary

Whatfix enables you to add a link to an external source of content in the list of the content displayed in Task List.

Here's a GIF on how a link clicked from Task List opens on your application.


There are two ways to add a link to Task List.

Create a link inside Task List
Use the following steps to create a link:

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

  2. Click Task lists.
    ia_left_nav_task_list

  3. Go to the required Task List segment, and then click the Edit icon.
    ia_task_list_edit

  1. Click Create, and then select Link using the dropdown.
    clm_db_create_link_tl

  2. Enter the purpose of the link in the Title field and link in the Link field.
    clm_db_link_data

    Note

    Enter search keywords and add tags, if needed.

  3. Click Save.

Add an existing link to Task List
Use the following steps to add an existing link to Task List:

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

  2. Click Task lists.
    ia_left_nav_task_list

  3. Go to the required Task List segment, and then click the Edit icon.
    ia_task_list_edit

  1. Click Select.
    RB_DB_SH_clickselect

  2. Set the filter to LINK.
    RB_DB_SH_selectlink

  3. Hover your cursor over the link(s) you want to add and select using the checkbox, and then click Okay.

  4. Click Save.
    RB_DB_SH_save

your title goes here

After pushing the Task List to Production, you can analyze the engagement of end users with the links from different cities, countries, and more, using Product Analytics. For more information, see How can I see analytics of link content using Trend Insights?


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