Task List Best Practices

Use Task Lists for user training. Task Lists can be used to ensure that your users can all perform certain basic tasks. For example, use a Task List to design an onboarding list of tasks for someone who's new to your organization.

Avoid listing more than 6 topics in the Task List. Having a large number of tasks overwhelms users. You might consider sequential Task Lists in case you want to display more steps. These Task lists are shown one after the other on completion of the tasks listed in each segment.

You may tag segment guides using Tags so that specific content is delivered to specific users.

Check Task List analytics that includes completion rates at user and org level, user learning progress, individual task level data, how users are interacting with your content, and more. For more information, see Product Analytics.

Use the Task List Nudge feature with which you can set conditions for the Task List to open automatically when the user visits your page. For example, you can nudge all users who have not completed at least 50 percent of the tasks listed in the Task List segment.