Create Task List
- 16 Aug 2024
- 2 Minutes To Read
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Create Task List
- Updated On 16 Aug 2024
- 2 Minutes To Read
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Print
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DarkLight
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PDF
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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:
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On the Whatfix guidance dashboard, click Widgets.
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Click Task Lists.
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Click Create widget.
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Click Task List.
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Enter the Task List segment name.
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In the Add Content section, you can either select the existing content or create new tasks from the Dashboard.
Select existing content
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Click Select.
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Select the checkboxes next to the content that you want to include in the Task List.
your title goes here
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Use the Select All option to select all the content from your library.
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You can also select content using Tags by navigating to the Select By Tags tab.
your title goes here
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.
- Click Okay.
Info:
You can group the content that is displayed to appear under different logical headers. For more information, see Content Grouping in a Task list.
Create new task
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Enter a Title for the task.
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Add suitable Description.
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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
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Enable Set a due date toggle and click Choose date to select a task completion date.
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Add required Tag and enter Keywords.
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Click Save
- In the Set Rules section, set required conditions from the given options. using the dropdown menu.
Info:
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To insert a new condition in between two existing rules, click the add icon next to the condition below which you want to place the new condition.
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You can also rearrange the order of the rules with a drag and drop.
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In the Nudge section, select a nudge condition from the given options. To know more, see Nudge users to complete a task.
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Click Save.
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Once you have configured the Task List, select the Task List segment from the dashboard using the checkbox, and then click Send to ready.
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Go to the Ready stage, select the segment you want to move to the Production stage, and then click the Push to production button.
Note:
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If there is content that is common in both Task List and Self Help, accessing the content from Explorer marks it complete in Tasks.
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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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