Whatfix enables you to organize content within your Task List segment by creating Task List groups.
Groups are collections of content within the Task List segment. They function like folders. End users can click the group in the Self Help widget to view the content inside it.
In Task List the grouping of content can be used to create learning plans. Combining this with the added capability of multiple content types in Task List, create comprehensive and organized training plans and track progress easily.
The way you group content depends on your requirements. However, the following are some ideas for how you can group content:
By topic: Group together content related to the same subject. For instance, all content about a specific feature in your application could be in a single group.
By content type: Create separate groups for Flows, links, articles, and more.
By difficulty: If your content varies in complexity, consider creating groups such as Beginner, Intermediate, and Advanced to cater to different proficiency levels.
Create and add content to a Task List group
Use the following steps to create a Task List group:
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On the Whatfix Guidance dashboard, click Widgets.
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Click All widgets.
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Click Create widget.
Click Task List.
Go to the required Task List segment and then click the Edit icon.
There are several methods to create a Self Help group and add content to it. Start by going to the segment where you want to include the group.
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On the Whatfix Guidance dashboard, click Widgets.
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Click Self Help.
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Go to the required Self Help segment and then click the Edit icon.
Create a new empty group
Info
Empty groups are not shown to end users. Once you create a new empty group, add content to the group for end users to see.
Click Create.
Select Group using the dropdown.
Enter a name for your group.
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Nest your group inside another group by selecting the Nest under an existing group checkbox, and then selecting the group you want to nest it in.
Click Create.
Add selected content to a new group
Select the content you want to add to your new group.
Click Create group.
Enter a name for your group.
Info:
Nest your group inside another group by selecting the Nest under an existing group checkbox, and then selecting the group you want to nest it in.
Click Create.
Add selected content to an existing group
Select the content you want to add to your new group.
Click Move to existing group.
Select the group into which you want to move the content.
Click Move Content.
Drag and drop content inside existing groups
Drag content to the top of a group and then drop it to add it to that group.
Info:
There is no limit to the count of content you can add to a Self Help group.
Select multiple content items by clicking the checkbox on the content.
Click New Group to group the selection.
Enter a group name.
Note:
This group name acts as a folder in the Task List showcased to the end-user.
Groups that do not have any content added to them are not displayed in the Task List widget.
Click Okay.
Drag and Drop
Once a folder is created, you can drag and drop content into/out of the folder.
Drag and drop functionality is supported in the following cases,
Re-ordering of content in the segment
Re-ordering of content in a group
Info:
You can create up to 20 groups in each segment.
Nested grouping (ability to add a group within a group) is currently not supported.
Your users can view tasks remaining in the group beside the group name (For tasklist only).
This is applicable only if Need Progress is enabled.