- 31 Jan 2024
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Add a PDF to Task List
- Updated On 31 Jan 2024
- 1 Minute To Read
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Print
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PDF
Whatfix enables you to add PDF files to a Task List as Link content. You can add a PDF in the following ways:
Use the following steps to add a new PDF file to a Task List segment:
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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 Create.
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Click Pdf.
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Enter the Title, and then Browse or Drag and drop the Pdf.
You can also add Tags and Keywords to the Pdf.
- Click Save.
You can add an existing PDF file to your Task List segment using the Select button.
Use the following steps to add an existing article to a Task List segment:
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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 Select.
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To filter the content use the dropdown and click PDF.
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Select the desired PDF from the list.
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Click Okay.
The existing PDF is added to your Task List segment.