--- title: "What is a Task List?" slug: "what-is-a-task-list" updated: 2026-10-19T04:25:41Z published: 2026-10-19T04:25:41Z canonical: "support.whatfix.com/what-is-a-task-list" --- > ## 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. # What is a Task List? 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](/studio/docs/what-is-self-help), [Feedback](/studio/docs/feedback), and [Integrate Chatbot in Improved Self Help](/studio/docs/chatbot-support-in-improved-self-help), enabling users to view, track, and complete assigned tasks within the same widget. ![Hub unified panel task list](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Hub%20Unified%20Panel_Task%20List.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A25Z&se=2026-11-12T08%3A25%3A25Z&sr=c&sp=r&sig=WaQGKENio3IP1hmvYMpHupEWQc0hP1xw2%2F6QkL2z%2FkU%3D) > [!WARNING] > Note: > > Hub is a Beta feature. To enable this feature for your account, contact [support@whatfix.com](http://mailto:support@whatfix.com?subject=Request%20to%20enable%20unified%20Hub%20experience%20&body=Hi%20team%2C%0A%0APlease%20enable%20Hub%20for%20our%20account.%20%0A%0AThanks). **Tasks** Tasks are individual to-do items that guide end users through onboarding steps, feature adoption, configuration workflows, and more. ![Task List Tasks](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Hub%20Panel_Task%20List_Tasks.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A25Z&se=2026-11-12T08%3A25%3A25Z&sr=c&sp=r&sig=WaQGKENio3IP1hmvYMpHupEWQc0hP1xw2%2F6QkL2z%2FkU%3D) --- **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?](/studio/docs/how-whatfix-displays-sequential-task-list-segments) --- **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. ![Hub_Unified FAB_Task List Icon](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Unified%20FAB_Task%20List%20Icon.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A25Z&se=2026-11-12T08%3A25%3A25Z&sr=c&sp=r&sig=WaQGKENio3IP1hmvYMpHupEWQc0hP1xw2%2F6QkL2z%2FkU%3D) Once opened, the Hub displays four tabs: - Explorer - Task List - Feedback - Chatbot ![Hub with Self Help and Task List](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Hub%20Panel_Self%20Help.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A25Z&se=2026-11-12T08%3A25%3A25Z&sr=c&sp=r&sig=WaQGKENio3IP1hmvYMpHupEWQc0hP1xw2%2F6QkL2z%2FkU%3D) > [!NOTE] > Info: > > To enable Feedback and Chatbot, see [Configure feedback in Improved Self Help](/studio/docs/customize-the-feedback-form) and [Integrate Chatbot in Improved Self Help](/studio/docs/chatbot-support-in-improved-self-help). - Option 2: From the Tasks tab of the Hub Panel, by clicking on the Task List icon. ![notification count](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Hub%20Panel_Task%20List%20Icon.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A25Z&se=2026-11-12T08%3A25%3A25Z&sr=c&sp=r&sig=WaQGKENio3IP1hmvYMpHupEWQc0hP1xw2%2F6QkL2z%2FkU%3D) --- **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 > [!NOTE] > Info: > > - Task List does not support nested Groups. > - Users see the Display Name of the content when one is set. If no Display Name is set, users see the Title. For more information, see [Add a Display Name to Whatfix Content](/studio/docs/add-a-dislay-name-to-whatfix-content). 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 ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Hub_Groups.gif?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A25Z&se=2026-11-12T08%3A25%3A25Z&sr=c&sp=r&sig=WaQGKENio3IP1hmvYMpHupEWQc0hP1xw2%2F6QkL2z%2FkU%3D) --- **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](/studio/docs/task-list-status-filters). ![Hub_Task List Status Filters](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Hub%20Panel_Task%20List%20Filters.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A25Z&se=2026-11-12T08%3A25%3A25Z&sr=c&sp=r&sig=WaQGKENio3IP1hmvYMpHupEWQc0hP1xw2%2F6QkL2z%2FkU%3D) --- **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. ![hub panel task progress](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Hub%20Panel_Task%20Progress.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A25Z&se=2026-11-12T08%3A25%3A25Z&sr=c&sp=r&sig=WaQGKENio3IP1hmvYMpHupEWQc0hP1xw2%2F6QkL2z%2FkU%3D) 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](/studio/docs/configure-task-list) to display on the lower right as well. ![clm_task list](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_task%20list.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A25Z&se=2026-11-12T08%3A25%3A25Z&sr=c&sp=r&sig=WaQGKENio3IP1hmvYMpHupEWQc0hP1xw2%2F6QkL2z%2FkU%3D) 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. > [!WARNING] > Note: > > Task Lists can be segmented and shown based on profiles, tabs, or other UI variables. For more information, see [Segmentation](/studio/docs/what-is-segmentation). ## Related - [Create a Task List segment](/creating-a-task-list-segment.md)