---
title: "Create a Task List on Mirror"
slug: "create-a-task-list-on-mirror"
updated: 2026-06-30T14:06:01Z
published: 2026-06-30T14:06:01Z
canonical: "support.whatfix.com/create-a-task-list-on-mirror"
---

> ## 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.

# Create a Task List on Mirror

## Overview

Whatfix enables you to create a Task List on a Mirror simulation to present learners with a set of to-do tasks that helps them work through a training program while tracking their own progress. A green checkmark marks each task as learners complete it.

For example, you can create a Task List on a Mirror simulation to lay out the sequence of workflows a new hire should practice, so learners can self-track how much of the onboarding module they have finished.

For more information, see [What is a Task List?](/studio/docs/what-is-a-task-list)

## Use Cases

Use Task Lists to implement the following use cases:

- Structure a new hire onboarding program as a clear list of workflows to practice.
- Engage learners by enabling them to self-track progress across multiple simulated tasks.
- Introduce a new feature or process by adding it as a trackable task within the training module.

## Create a Task List

Expand the following accordion for more details:

****Create a Task List and Configure Visibility Rules****

Use the following steps to create a Task List:

1. On the [Whatfix Guidance Dashboard](/studio/docs/overview-of-the-whatfix-dashboard), click **Widgets**.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets(2).png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)
2. Click **All widgets**.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_widgets_all_widgets(1).png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)
3. Click **Create widget**.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_CreateWidget(2).png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)
4. Click **Task Lists**.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Whatfiix_Guidance_Dashboard_Click_Create_TL.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)
5. Enter the Task List segment name.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/studio_tl name.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)

> [!WARNING]
> Note:
> 
> To display the name of the Task List to your learners enable the **Use segment name for end user** toggle.
> 
> ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_task list_enable name to endusers.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)

> [!NOTE]
> Info:
> 
> A Task List can have Flows, Images, Videos, PDFs, Links, and Articles. For more information, see [Add an Image to Task List](/studio/docs/upload-images-and-videos-to-whatfix-dashboard), [Add a Video to Task List](/studio/docs/add-a-video-to-task-list), [Add a PDF to Task List](/studio/docs/add-a-pdf-to-task-list), [Add a Link to a Task List](/studio/docs/add-a-link-to-a-task-list) and [Add an Article to Task List](/studio/docs/add-text-content-to-task-list).
6. Click **Select**.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/select_in_task_list.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)
7. Select the checkboxes next to the content that you want to include in the Task List.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/studio_TL_checkbox.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)

> [!NOTE]
> Info:
> 
> Use the **Select All** option to select all the content from your library.
> 
> ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Task List_select all.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)
8. Click **Okay**.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/studio_TL_okay.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)

> [!NOTE]
> Info:
> 
> Group the content that is displayed to appear under different logical headers. For more information, see [Group content in a Task List](/studio/docs/content-grouping-in-a-task-list).
9. Go to **Select By Tags** to add content using tags.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/studio_TL_select by tags.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)

> [!NOTE]
> Info:
> 
> - 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.
> - For example, Flows tagged with the nolive tag display as a slideshow and do not display a see live option. This helps your end users skim through the Flows without having to visit your webpage or application. For more information on the functions of each of these tags, see [Default Tags in your Whatfix account](/studio/docs/default-tags-in-my-whatfix-account).
10. Click **Set Visibility Rules**. For more information, see [New Visibility Rules](/studio/docs/visibility-rules-20-1).

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Whatfix_Guidance_Db_Click_Set_Visibility_Rules_TL.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)

> [!WARNING]
> Note:
> 
> If you use Role Tag as a Visibility Rule in the Task List, it overrides any role-based tags attached to the content added to the Task List. For more information, see [Tags as Visibility Rules](/studio/docs/tags-condition-rules).
11. Expand the **Where does the task list appear?** section, and configure URL and Page tags. For more information, see [Set Where your Content or Widget appears with the New Visibility Rules](/studio/docs/set-where-your-widget-appears).

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Whatfix_Guidance_Db_TL_Where_Rules.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)
12. Expand the **When does the task list start appearing?** section, and configure when you want to start showing the Task List segment. For more information, see [Set When your Content or Widget Appears with the new Visibility Rules](/studio/docs/set-when-your-widget-appears-using-visiblity-rules-20).

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Whatfix_Guidance_Db_TL_When_Rules.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)
13. Expand **Who does the task list appear to?** section, and configure who you want to show your content to. For more information, see [Set Who can see your Content or Widget with the New Visibility Rules](/studio/docs/set-when-your-widget-appears-using-visiblity-rules-20).

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Whatfix_Guidance_Db_TL_Who_Rules.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)
14. Click **Save**.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror_DB_Guidance_Click_Save.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A18%3A00Z&se=2026-10-29T13%3A18%3A00Z&sr=c&sp=r&sig=gCvmt4x683gU5geP%2B1%2BmadTB3zUTnnjs4I7WC0ikWq0%3D)

> [!WARNING]
> Note:
> 
> To display the Task List on your Mirror simulation, you must move both the Task List and the Mirror simulation from the **Draft** stage to the **Production** stage before you share them with your learners. Publish the Task List on the Whatfix Guidance Dashboard and the Mirror simulation on the Whatfix Mirror Dashboard.
> 
> 
> 
> For more information, see [Publish all Whatfix content and widgets to Production](/studio/docs/pushing-whatfix-content-to-production) and [Publish Whatfix Mirror](/mirror/docs/publish-whatfix-mirror).

The Task List is a widget that gives you the ability to assign a list of topics/tasks users must complete as part of a training program.