Add a Flow to Task List

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Whatfix enables you to add a Flow to a Task List to display content to your end users.

The following GIF demonstrates how a Flow selected from the Task List opens in the 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. Select the desired Flows, then click Okay.
    CLM_Task List_choose flows

  4. Click Save.
    click_save_task_list