---
title: "Add a Survey to a Task List"
slug: "add-a-survey-to-a-task-list"
updated: 2026-08-12T05:34:01Z
published: 2026-08-12T05:34:01Z
canonical: "support.whatfix.com/add-a-survey-to-a-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 Survey to a Task List

Add a Survey to a Task List by creating a link for the Survey from the Whatfix dashboard and adding the link to the Task List.

[Step 1: Create a link for the Survey](/docs/add-a-survey-to-a-task-list#create-survey-link) [Step 2: Add the link to Task List](/docs/add-a-survey-to-a-task-list#attach-link-tasklist)

## Create a Link for the Survey

Use the following steps to create a link for your Survey:

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)
2. Click **Surveys**. ![ia_left_nav_surveys](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_surveys.png)
3. Click the **Production** tab. ![CLM_DB_ClickProduction_stage.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_ClickProduction_stage.png)
4. Hover your cursor over the required Survey, and then click the **Share** icon. ![ia_share_survey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_share_survey.png)

          Note:

          

The **Share** icon only appears for Surveys in the Production stage.

1. Click **Add as link in Whatfix**. ![clm_survey_add as link in whatfix](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_add%20as%20link%20in%20whatfix.png)
2. Click **Next**. ![clm_survey_next](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_next.png)
3. Enter a **Title Prefix**. ![clm_survey_add prefix](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_add%20prefix.png)

Info:

The prefix title distinguishes the Survey link from other links on the dashboard. ![clm_survey_add prefix1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_add%20prefix%281%29.png)

1. Click **Add Survey**. ![clm_survey_add survey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_add%20survey.png)

Info:

View the link that you just created in the Draft stage of the Dashboard.

## Add the link to Task List

Use the following steps to add the link to Task List:

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)
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)
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)

1. Click **Select**. ![RB_DB_SH_clickselect](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SH_clickselect.png)
2. Set the filter to **LINK**. ![RB_DB_SH_selectlink](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SH_selectlink.png)
3. Select the Survey Link ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Beacon_add_survey_link(1).png)
4. Click **Okay** ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/beacon_add_survey_okay(1).png)
5. Click **Save**. ![RB_DB_SH_save](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SH_save.png)

## Related

- [Create a Survey](/create-a-survey.md)
- [Create a Task List segment](/creating-a-task-list-segment.md)