--- title: "Schedule the Task List segment" slug: "schedule-the-task-list-segment" updated: 2025-10-14T15:27:21Z published: 2025-10-14T15:27:21Z --- > ## 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. # Schedule the Task List segment Whatfix enables you to schedule when Task Lists appear to end users. Use the Task List Scheduler to display Task Lists at specific times, on certain days of the week, or according to a custom schedule. Schedule a Task List using the following options: - Start date - End date - Time Zone - Interval at which the Task List reappears Use the following steps to schedule a Task List segment: 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) Info: Whatfix enables you to schedule a Task List segment while creating a new Task List segment as well. 1. In the **Set Rules** section, go to **Scheduler**. ![clm_schedule tl_schedule tab](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_schedule%20tl_schedule%20tab.png) 2. Use the **Start On** and **End On** fields to set the start date and end date. ![clm_schedule tl_date](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_schedule%20tl_date.png) 3. In the **Time Zone** field, select the time zone you want the **Start On** and **End On** to follow. ![clm_tl_scheduler_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_tl_scheduler_time%20zone.png) Info: If your end users are from different time zones, select the **Use Local Time** checkbox. This converts the **Start On** and **End On** settings based on the local time zone, and the Task List segment is shown accordingly. ![clm_schedule tl_time zone check box ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_schedule%20tl_time%20zone%20check%20box%20.png) 1. Select the **Interval** checkbox and set the frequency to show the Task List. ![clm_schedule tl_frequency](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_schedule%20tl_frequency.png) Note: - By selecting an **Interval**, the Task List reappears at set frequency such as **Every Weekday**, **Once Daily** and more even after all tasks are completed. - Once the set duration ends such as, **Once Daily**, **Once a Week** the Task List resets for all users, regardless of their completion status from the previous cycle. - This supports scenarios where end users are required to complete the same tasks on recurring days or on specific days within a week or month. 1. Click **Save**. ![clm_task list_save](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_task%20list_save.png) ### Example Use Cases Info: Expand the accordions for more details. Display Task List on particular days of the week 1. Under the **Set Rules**, go to the **Scheduler** tab. ![clm_schedule tl_schedule tab](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_schedule%20tl_schedule%20tab.png) 2. Use the **Start On** and **End On** fields to set the start date and end date. ![clm_schedule tl_date](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_schedule%20tl_date.png) 3. In the **Time Zone** field, select the time zone you want the **Start On** and **End On** to follow. ![clm_tl_scheduler_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_tl_scheduler_time%20zone.png) 4. Using the dropdown next to the interval checkbox, click **Select Days**. ![clm_task list_scheduler_week days](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_task%20list_scheduler_week%20days.png) 5. Select the days you want to show the Task List segment, and then click **Done**. ![clm_task list_select days](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_task%20list_select%20days.png) 6. Click **Save**. ![clm_task list_save](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_task%20list_save.png) Display Task List once in a Month 1. Under the **Set Rules**, go to the **Scheduler** tab. ![clm_schedule tl_schedule tab](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_schedule%20tl_schedule%20tab.png) 2. Use the **Start On** and **End On** fields to set the start date and end date. ![clm_schedule tl_date](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_schedule%20tl_date.png) 3. In the **Time Zone** field, select the time zone you want the **Start On** and **End On** to follow. ![clm_tl_scheduler_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_tl_scheduler_time%20zone.png) 4. Using the dropdown next to the interval checkbox, click **Once a Month**. ![clm_task list_schedule_once in a month](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_task%20list_schedule_once%20in%20a%20month.png) 5. Click **Save**. ![clm_task list_save](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_task%20list_save.png) Display Task List once a week 1. Under the **Set Rules**, go to the **Scheduler** tab. ![clm_schedule tl_schedule tab](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_schedule%20tl_schedule%20tab.png) 2. Use the **Start On** and **End On** fields to set the start date and end date. ![clm_schedule tl_date](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_schedule%20tl_date.png) 3. In the **Time Zone** field, select the time zone you want the **Start On** and **End On** to follow. ![clm_tl_scheduler_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_tl_scheduler_time%20zone.png) 4. Using the dropdown next to the **Interval** checkbox, select **Once a Week**. ![clm_task list_once a week](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_task%20list_once%20a%20week.png) 5. Click **Save**. ![clm_task list_save](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_task%20list_save.png)