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Add a Link to a Task List
  • 12 Feb 2025
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Add a Link to a Task List

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Article summary

Whatfix enables you to add a link to an external content source within the Task List.

Here's a GIF that demonstrates how a link clicked from the Task List opens in your application.


There are two ways to add a link to Task List.

Create a link inside Task List

Use the following steps to create a link:

  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 Create, then select Link using the dropdown.
    click_link_in_task_list

  2. Enter the purpose of the link in the Title field and the link in the Link field.
    clm_db_link_data

Note:

Enter search keywords and add tags, if needed.

  1. Click Save Link.
Add an existing link to Task List
Use the following steps to add an existing link to 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 LINK.
    RB_DB_SH_selectlink

  3. Select the desired links, and then click Okay.
    select_desired_links_in_tl

  4. Click Save.
    click_save_task_list

Info:

After pushing the Task List to Production, analyze the engagement of end users with the links from different cities, countries, and more using Product Analytics. For more information, see How can I see analytics of link content using Trend Insights?


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