--- title: "Add a PDF to Task List" slug: "add-a-pdf-to-task-list" updated: 2026-08-13T05:37:00Z published: 2026-08-13T05:37:00Z canonical: "support.whatfix.com/add-a-pdf-to-task-list" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Add a PDF to Task List 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: 1. On the Whatfix Guidance dashboard, click **Widgets**. ![ia_left_nav_widgets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A22Z&se=2026-11-10T18%3A19%3A22Z&sr=c&sp=r&sig=GMzvs5KuN97z8qXOIArmgPOFRLXtAvZazqPQuLCiFTo%3D) 2. Click **Task lists**. ![ia_left_nav_task_list](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_task_list.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A22Z&se=2026-11-10T18%3A19%3A22Z&sr=c&sp=r&sig=GMzvs5KuN97z8qXOIArmgPOFRLXtAvZazqPQuLCiFTo%3D) 3. Go to the required Task List segment, and then click the **Edit** icon. ![ia_task_list_edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_task_list_edit.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A22Z&se=2026-11-10T18%3A19%3A22Z&sr=c&sp=r&sig=GMzvs5KuN97z8qXOIArmgPOFRLXtAvZazqPQuLCiFTo%3D) 1. Click **Create**. ![RB_DB_tasklist_create](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_tasklist_create.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A22Z&se=2026-11-10T18%3A19%3A22Z&sr=c&sp=r&sig=GMzvs5KuN97z8qXOIArmgPOFRLXtAvZazqPQuLCiFTo%3D) 2. Click **Pdf**. ![pdf.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pdf%281%29.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A22Z&se=2026-11-10T18%3A19%3A22Z&sr=c&sp=r&sig=GMzvs5KuN97z8qXOIArmgPOFRLXtAvZazqPQuLCiFTo%3D) 3. On the **PDF** popup, enter the Title. ![eee.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/eee.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A22Z&se=2026-11-10T18%3A19%3A22Z&sr=c&sp=r&sig=GMzvs5KuN97z8qXOIArmgPOFRLXtAvZazqPQuLCiFTo%3D) 4. **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. ![image.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image%28127%29.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A22Z&se=2026-11-10T18%3A19%3A22Z&sr=c&sp=r&sig=GMzvs5KuN97z8qXOIArmgPOFRLXtAvZazqPQuLCiFTo%3D) > [!WARNING] > Note > > **Drag and drop** or **Browse** option is not available for accounts with [Self Hosted/ Export model](/studio/docs/self-hosting-whatfix-content). > [!NOTE] > Info > > Additionally, add Tags and Keywords to the PDF. 1. 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: 1. On the Whatfix Guidance dashboard, click **Widgets**. ![ia_left_nav_widgets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A22Z&se=2026-11-10T18%3A19%3A22Z&sr=c&sp=r&sig=GMzvs5KuN97z8qXOIArmgPOFRLXtAvZazqPQuLCiFTo%3D) 2. Click **Task lists**. ![ia_left_nav_task_list](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_task_list.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A22Z&se=2026-11-10T18%3A19%3A22Z&sr=c&sp=r&sig=GMzvs5KuN97z8qXOIArmgPOFRLXtAvZazqPQuLCiFTo%3D) 3. Go to the required Task List segment, and then click the **Edit** icon. ![ia_task_list_edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_task_list_edit.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A22Z&se=2026-11-10T18%3A19%3A22Z&sr=c&sp=r&sig=GMzvs5KuN97z8qXOIArmgPOFRLXtAvZazqPQuLCiFTo%3D) 1. Click **Select**. ![RB_DB_tasklist_create op](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_tasklist_create%20op.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A22Z&se=2026-11-10T18%3A19%3A22Z&sr=c&sp=r&sig=GMzvs5KuN97z8qXOIArmgPOFRLXtAvZazqPQuLCiFTo%3D) 2. To filter the content use the dropdown and click **PDF**. ![aa.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/aa.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A22Z&se=2026-11-10T18%3A19%3A22Z&sr=c&sp=r&sig=GMzvs5KuN97z8qXOIArmgPOFRLXtAvZazqPQuLCiFTo%3D) 3. Select the desired PDF from the list. ![ff.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ff.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A22Z&se=2026-11-10T18%3A19%3A22Z&sr=c&sp=r&sig=GMzvs5KuN97z8qXOIArmgPOFRLXtAvZazqPQuLCiFTo%3D) 4. Click **Okay**. ![RB_DB_SELFHELP_click save](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SELFHELP_click%20save.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A22Z&se=2026-11-10T18%3A19%3A22Z&sr=c&sp=r&sig=GMzvs5KuN97z8qXOIArmgPOFRLXtAvZazqPQuLCiFTo%3D) > [!WARNING] > Note > > The existing PDF is added to your Task List segment. ![RB_DB_selfhelp_text added](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_selfhelp_text%20added.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A22Z&se=2026-11-10T18%3A19%3A22Z&sr=c&sp=r&sig=GMzvs5KuN97z8qXOIArmgPOFRLXtAvZazqPQuLCiFTo%3D) ## Related - [Upload a Pdf file to your Dashboard](/upload-pdf-to-your-dashboard.md) - [Create a Task List segment](/creating-a-task-list-segment.md)