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Preview Task List
  • 19 Jul 2024
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Preview Task List

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Article summary

Preview a Task List segment using Preview Mode before publishing it and making it available for your end users in the simulated Mirror environment. By creating a Task List on the Mirrored application, your users can complete the tasks and track their individual progress against their assigned tasks in a simulated environment without any fear of affecting the production environment. After publishing the Task List, it is essential to verify the Task List segment and test it to see how it appears to your end users.

Use the following steps to preview the Task List segment:

  1. Go to the mirrored application where you have configured the Task List to appear.

  2. On your browser toolbar, click the Whatfix Studio plugin to launch the Studio.
    CLM_editor plug in3

  3. At the top, next to the account information dropdown, click the Preview icon.
    Editor_Click_Preview

  4. On the confirmation pop-up, click Enter.
    RB_DB_SH_clickenterpreviewmode

    Note:

    If the content you want to preview is in the Draft stage, then select the Include Draft content and widgets. checkbox.
    studio_include_draft_content

    Note:
    • When you complete a task from the Task List in the Preview mode, check marks don't appear against the task.
    • The task is not shown as completed in Analytics too. For more information, see Task List Analytics
    • You cannot use the Preview mode to test the Sequential Task List.
  5. Refresh the page to Preview the Task List widget on the application.

    Note:

    After you preview the widget and disable the preview mode, ensure you refresh the page to reflect the changes.


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