What is a Task List?
- 06 Jan 2026
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What is a Task List?
- Updated On 06 Jan 2026
- 3 Minutes To Read
- Print
- DarkLight
- PDF
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Task Lists enable you to create a list of to-do tasks for your end users to help them kickstart their onboarding process.
Expand the following accordions for more details:
Task List in Hub
Overview
Task List is now part of the unified Hub widget (previously called Self Help). It appears as a new tab alongside Self Help, Feedback, and Integrate Chatbot in Improved Self Help, enabling users to view, track, and complete assigned tasks within the same widget.
Note:
Hub is a Beta feature. To enable this feature for your account, contact support@whatfix.com.
Tasks
Tasks are individual to-do items that guide end users through onboarding steps, feature adoption, configuration workflows, and more.
When the Task List tab Appears on Hub
The Task List tab appears on Hub only when at least one Task List segment evaluates true for users on a given page.
Refer to the following scenarios:
- If no Task List segment evaluates true → Task List tab is hidden.
- If one or more segments evaluate true → Task List tab is shown.
- If users complete all tasks in the current Task List segment:
- If another Task List segment then evaluates true → the next eligible Task List segment loads on application page refresh, and the Task List tab remains visible.
- If no other Task List segment evaluates true → Task List tab disappears on application page refresh.
To learn more about evaluation of multiple Task List segments, see How does Whatfix display multiple Task List segments on the same page?
How Users Access Tasks in Hub
End users can access Tasks in either of the following ways:
- Option 1: From the Floating Action Button (FAB) overlaying your application, by clicking on the Task List icon.
Once opened, the Hub displays four tabs:
- Explorer
- Task List
- Feedback
- Chatbot
Info:
To enable Feedback and Chatbot, see Configure feedback in Improved Self Help and Integrate Chatbot in Improved Self Help.
- Option 2: From the Tasks tab of the Hub Panel, by clicking on the Task List icon.
Task List Structure in Hub
The Task List tab displays all tasks assigned to the end user. Task Lists support:
- Standalone tasks
- Groups (folders) containing tasks
Info:
Task List does not support nested Groups.
Use Groups to organize related tasks. For example, multiple onboarding tasks for a new product.
Groups in Task List Hub:
- Display the number of tasks within a Group
- Update counts instantly when users complete a task
- Enable users to open Groups, and then view and complete assigned tasks
Task Status Filters and Completion Behavior
In the Task List tab, users can filter tasks with the All, To do, and Completed status filters. For more information, see Task List Status Filters.
Task Progress Indicators
The Task List tab includes a task progress indicator which shows:
- Number of completed tasks
- Total number of tasks
- Progress bar reflecting task completion percentagemplete assigned tasks.
When users complete assigned tasks, they can monitor task progress and view the updated task status immediately.
Old Task List
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.
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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