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What is a Task List?
  • 08 Sep 2024
  • 1 Minute To Read
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What is a Task List?

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Article summary

Task Lists enable you to create a list of to-do tasks for your end users to help them kickstart their onboarding process.

The Task List engages and reminds end users to complete the tasks at hand by enabling them to self-track their individual progress against their assigned tasks. When a task is completed, a green checkmark appears next to the task.

A Task List, when enabled, can be accessed from the Task List icon present on your application. The default position is on the bottom left, but it can be configured to display on the lower right as well.

clm_task list

The following are some use cases of Task Lists:

  • New user onboarding: Train new users to carry out basic tasks in your application.
  • New employee onboarding: Create a list of activities that need to be completed by the employee.
  • New feature communication: Introduce a new feature in an interactive way by adding a task related to the new feature in the Task List.
Note:

Task Lists can be segmented and shown based on profiles, tabs, or other UI variables. For more information, see Segmentation.


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