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Creating a Task List segment
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Creating a Task List segment

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You can filter the Flows that show up inside the Task List widget by creating different segments.

To create a Task List,

  1. Navigate to the Whatfix Dashboard.
    dashboard3.png
  2. Click Widgets.
    widgets1.png
  3. Click the Task list tile.
    widgets_taskList1.png
  4. Click New Segment.
    newSegment4.png
  5. Enter the segment name.
  6. In the Add Content section, click Select.
    click_select2.png
  7. Select the checkboxes next to the content that you want to include in task list.
    select_content_checkbox1.png
  8. Click Okay.
    click_okay_new_segment1.png
Note
You can group the content that is displayed to appear under different logical headers. For more information, see Content Grouping in a Task list.
  1. In the Set Rules section, using the drop-down menu set the visibility rules.
    set_visibility_rule2.png
your title goes here

If you use role tags as a visibility rule in the Task list, it overrides any role based tags attached to the content added in the Task List.

your title goes here
  1. Click Save.
    click_save_segmentation1.png
  2. Make the segment Active using the drop-down menu.
    active_segment1.png
Note
By default, the newly created segment are inactive. You have to make them active for it to appear in the application.
  1. Click Yes in the pop-up to mark the segment active.
    click_yes_popup_segment_active1.png
your title goes here
  • The Task List will not appear for users who have completed all their tasks.
  • If there is a Flow/Static content that is common in the Task list and in Self Help, accessing the Flow and completing the task in Self Help also 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 will show as completed in the new one as well.
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