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Add an Article to Task List
  • 29 Aug 2024
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Add an Article to Task List

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Article summary

Articles help your end users find one-line answers within the Task List instead of navigating to a different page.

Create an article within a Task List Segment

Use the following steps to create an article within a Task List segment:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Task lists.
    ia_left_nav_task_list

  3. Go to the required Task List segment, and then click the Edit icon.
    ia_task_list_edit

  1. Click Create and then select Article using the dropdown.
    dashboard_task_list_article_create

  2. Enter the Title and the Description, Search Keywords and Tag.
    create_article_in_tl

  3. Click Save Article.

Add an Existing Article to a Task List Segment

Whatfix enables you to add an existing article content 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

  2. Click Task lists.
    ia_left_nav_task_list

  3. Go to the required Task List segment, and then click the Edit icon.
    ia_task_list_edit

  1. Click Select.
    RB_DB_tasklist_create op

  2. Filter the content using the Filter option. In the dropdown, click ARTICLE.
    DB_Task List_article

  3. Select the desired article from the list.
    clm_task list_select articles

  4. Click Okay.
    RB_DB_SELFHELP_click save

  5. Click Save.
    click_save_task_list

your title goes here
  • The selected article appears in the Task List segment.
    dashboard_tl_article_added

  • After pushing the Task List to Production, analyze the engagement of end users with the articles from different cities, countries, and more using Product Analytics. For more information, see How can I see analytics of text content using Trend Insights?


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