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Add a Flow to Task List
  • 01 Jul 2024
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Add a Flow to Task List

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Article summary

Whatfix enables you to add a Flow to a Task List that helps you show content to your end users. By adding Flows within the Mirror, you can deliver training to your end users within a secure and monitored environment, ensuring that the live environment remains unaffected.

Here's a GIF on how a Flow clicked from Task List opens on your application.


Use the following steps to add a Flow to a Task List:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Task lists.
    ia_left_nav_task_list

  3. Go to the required Task List segment, and then click the Edit icon.
    ia_task_list_edit

  1. Click Select.
    RB_DB_SH_clickselect

  2. Set the filter to FLOW.
    CLM_Task List_filter flow

  3. Hover the cursor over the Flow(s) you want to add and select using the checkbox, and then click Okay.
    CLM_Task List_choose flows

  4. Click Save.
    RB_DB_Task List_save


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