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    Create Task List
    • 09 Jun 2025
    • 2 Minutes To Read
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    Contents

    Create Task List

    • Updated On 09 Jun 2025
    • 2 Minutes To Read
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    Article summary

    The Task List enables you to create a list of to-do tasks for your users to help them kickstart their onboarding process. The Task List engages and reminds users to complete the tasks at hand by enabling them to self-track their individual progress against their assigned tasks.

    Use the following steps to create a Task List:

    1. On the Whatfix Guidance dashboard, click Widgets.
      widgets.png

    2. Click Task lists.
      hub_task_list.png

    3. Click Create widget.
      Dashboard_Create_widget_Click.png

    4. Click Task list.
      Dashboard_Task_List_Click.png

    5. Enter the Task List segment name.
      Dashboard_Task_List_Name_Enter.png

    6. In the Add Content section, click Import tasks to select existing content, or click Create new task to add new tasks from the Dashboard.
      Dashboard_Task_Selection.png

    Expand the following accordions for more details.

    Import tasks

    Task Lists in DAP on OS import only the tasks created directly within the Task List. Use the Create new task button during Task List creation to add these tasks.

    Note:
    • Tasks created using the Create new task button in earlier Task Lists remain available for reuse.
    • Whatfix content such as Flows and static content such as articles, links, images, videos, and PDFs are not supported.

    1. Click Import tasks.
      Dashboard_Import_Tasks_Click.png

    2. Select the checkboxes next to the content that you want to include in the Task List.
      Dashboard_Select_From_Library_Click.png

    Info:

    • Use the Select All option to select all the content from your library.
      Dashboard_Select_from_library_Select_All.png

    • You can also select content using Tags by navigating to the Select By Tags tab.
      studio_TL_select by tags

    Note:

    Choose from the default Tags populated by Whatfix. These Tags have their own functions to help you show the right tasks to the right users.

    1. Click Okay.
      Dashboard_Okay_Click.png

    Create new task

    Use the Create new task button to add tasks that do not already exist. These tasks appear in the current Task List immediately.

    Note:

    Tasks created outside the Task List do not appear for import.

    1. Click Create new task.
      Dashboard_Create_New_Task_Click.png

    2. Enter a Title for the task.
      hub_create_new_task_title.png

    3. Add suitable Description.
      hub_create_new_task_description.png

    4. Using the Rich Text Editor, you can;

      • Change the description text to bold, italics or underline it.
      • Change the font size of the description text.
      • Align the text.
      • Add ordered or unordered list to the text.
      • Insert links, videos, and images to the description.

      hub_create_new_task_description.gif

    5. Enable Set a due date toggle and click Choose date to select a task completion date.

      hub_create_task_set_ a_due_date.gif

    6. Add required Tag and enter Keywords.

      hub_create__new_task_tags_keywords.gif

    7. Click Save Task.
      Hub_create_task_save.png

    1. In the Set Rules section, set required Visibility rules from the given options using the dropdown menu.
    Info:

    • To insert a new condition in between two existing rules, click the + icon next to the condition below which you want to place the new condition.

    • Rearrange the order of the rules with a drag and drop.

      creating_task_visibility_rules.gif

    1. In the Nudge section, select a nudge condition from the given options. For more information, see Nudge users to complete a task.
      Dashboard_Nudge_Click.png

    2. Click Save.
      RB_DB_tasklist_save

    3. Once you have configured the Task List, select the Task List segment from the dashboard using the checkbox, and then click Send to ready.
      clm_db_send_to_ready

    4. Go to the Ready stage, select the segment you want to move to the Production stage, and then click the Push to production button.
      clm_db_push_to_production

    Note:

    • When content is available in both the Task List and Explorer, accessing it through Explorer automatically marks it as 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 is marked complete in the new one as well.

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