Whatfix enables you to add PDF files to a Task List as Link content. Add a PDF to a Task List in the following ways:
Add a new PDF to a Task List Segment
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.
Click Create.
Click Pdf.
On the PDF popup, enter the Title.
Drag and drop the PDF from your local drive, or click Browse to select the PDF from your local drive or library, or paste the PDF link.
Note
Drag and drop or Browse option is not available for accounts with Self Hosted/ Export model.
Info
Additionally, add Tags and Keywords to the PDF.
Click Save.
Add an Existing PDF to a Task List Segment
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.
Click Select.
To filter the content use the dropdown and click PDF.
Select the desired PDF from the list.
Click Okay.
Note
The existing PDF is added to your Task List segment.
