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Task List Segmentation
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Task List Segmentation

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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 theSet Rules section, using the drop-down menu set the visibility rules.
    set_visibility_rule2.png
Note
  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
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