--- title: "Create a Task List segment" slug: "creating-a-task-list-segment" updated: 2026-01-16T04:31:21Z published: 2026-01-16T04:31:21Z canonical: "support.whatfix.com/creating-a-task-list-segment" --- > ## 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. # Create a Task List segment The Task List enables you to create a list of to-do tasks for your users to help them kickstart their onboarding process. The Task List engages and reminds users to complete the tasks at hand by enabling them to self-track their individual progress against their assigned tasks. Use the following steps to create a Task List: 1. On the Whatfix Guidance dashboard, click **Widgets**. ![ia_left_nav_widgets2](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets%282%29.png) 2. Click **All widgets**. ![ia_widgets_all_widgets1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_widgets_all_widgets%281%29.png) 3. Click **Create widget**. ![CLM_DB_CreateWidget2](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_CreateWidget%282%29.png) 1. Click **Task List**. ![clm_db_create_widg_tl](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_db_create_widg_tl.jpg) 2. Enter the Task List segment name. ![studio_tl name](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/studio_tl%20name.png) Note: To display the name of the Task List to your end users enable the **Use segment name for enduser** toggle. ![clm_task list_enable name to endusers](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_task%20list_enable%20name%20to%20endusers.png) Info: - A Task List can have Flows, Images, Videos, PDFs, Links, and Articles. - Select the **All** checkbox to include all content, both existing and newly added, from your Dashboard in the Task List. ![Task_List_Click_All.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Task_List_Click_All%281%29.png) 1. In the **Add Content** section, click **Select**. ![select_in_task_list](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/select_in_task_list.png) 2. Select the checkboxes next to the content that you want to include in the Task List. ![studio_TL_checkbox](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/studio_TL_checkbox.png) Info: - Use the **Select All** option to select all the content from your library. ![clm_Task List_select all](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Task%20List_select%20all.png) 1. Click **Okay**. ![studio_TL_okay](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/studio_TL_okay.png) **Info**: Group the content that is displayed to appear under different logical headers. For more information, see [Group content in a Task list](/studio/docs/content-grouping-in-a-task-list) 1. Go to **Select By Tags** to add content using tags. ![studio_TL_select by tags](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/studio_TL_select%20by%20tags.png) **Info**: - Choose from the **Default Tags** populated by Whatfix. These Tags have their own functions to help you show the right tasks to the right users. - For example, Flows tagged with the **nolive** tag display as a slideshow and do not display a see live option. This helps your end users skim through the Flows without having to visit your webpage or application. For more information on the functions of each of these tags, see [Default tags in your Whatfix account](/studio/docs/default-tags-in-my-whatfix-account). 1. In the **Set Rules** section, go to **Visibility**, and set the [Visibility Rules](/studio/docs/visibility-and-display-rule-conditions). ![set_rules_in_task_list](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/set_rules_in_task_list.png) **Note**: If you use Role Tag as a Visibility Rule in the Task List, it overrides any role-based tags attached to the content added to the Task List. **Info**: - To insert a new condition in between two existing rules, click the add icon next to the condition below which you want to place the new condition. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Task_list_VR.gif) - Drag and drop a rule to rearrange the order of the rule. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Task_list_Dragdrop.gif) 1. Go to the **Scheduler** tab, and then set when the Task List should appear. ![clm_schedule tl_schedule tab](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_schedule%20tl_schedule%20tab.png) Info: For more information, see [Schedule the Task List segment](/studio/docs/schedule-the-task-list-segment). 1. Click **Save**. ![RB_DB_tasklist_save](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_tasklist_save.png) 2. Once you have configured the Task List segment, select the Task List segment using the checkbox, and then click **Send to ready**. ![click send to ready](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_Send%20to%20Ready.png) 3. Go to the **Ready** stage, select the segment you want to move to the **Production** stage, and then click **Publish**. ![clm_db_push_to_production](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_db_push_to_production.png) Note: - If there is a Flow or Static content that is common in both Task List and Self Help, accessing the Flow from the Self Help marks it complete in the Task List. - If a completed task is used in a new Task List and the user ID is set or the cookies are not refreshed, then the task that was part of the old Task List is marked complete in the new one as well.If there is a Flow or Static content that is common in both Task List and Self Help, accessing the Flow from the Self Help marks it complete in the Task List. Note: If you're using the [JS Embed method](/studio/docs/integrating-whatfix-using-javascript) to test or publish Whatfix content, add the relevant conditions in Map Stages. This ensures that the content appears in the correct instance. For more information, see [How to add conditions in Map Stages?](/studio/docs/how-are-the-visibility-rules-evaluated-while-mapping-stages) (Log in to see the article) ## Related - [How does Whatfix display multiple Task List segments on the same page?](/how-whatfix-displays-sequential-task-list-segments.md) - [Task Lists Best Practices](/task-lists-best-practices.md)