Configure Task List
  • 06 Feb 2024
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Configure Task List

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  • PDF

Article Summary

The Task List can be configured for the following fuctionalities,

  • Ability to determine a sequence for the tasks in a Task List: When this feature is enabled, your end users have to attempt tasks in the order in which they are listed. They can progress to the next task only after the previous task is complete.

  • Ability to track task progress: When enabled, this feature shows the completed status of a task. So if a user has completed two tasks, the completed status bar displays the progress so that users can easily understand how much more content is still remaining.

  • Ability to open a task on the same page, a new page, or as a Pop-up.

  • Ability to change the font, color, and formatting options.

Use the following steps to configure the Task List,

  1. On the Whatfix Guidance dashboard, click Style.

  1. Click the Task List tile.

  2. You can make the following configurations to your Task List,

    • Change the color of the icon and the header using the Icon Color and Header Color options respectively.

    • Change the position of the widget from the bottom left to the bottom right.

    • Display Task Progress.

    • Enforce sequential completion of tasks.

    • Change the text of the header on the Task list.

    • Determine where each Task List item is opened - in the same window, a new window, or a Pop-up.

DB_Task List configuration

  • If you don't select the Task Progress, the user will always see the Task List, even after task completion.

  • Sequential Tasks can be enabled only after you select Task Progress.

  • The Header Text is the Task List title that is visible to the end user. The Task List segment name that you add while creating a Task List segment is only for your (content creator's) reference and your end users won't see this title.

For example: Let's assume that we created a Task List to guide your first-time users to go on an onboarding journey of your product. Here's how the Task Progress is displayed to your users.
DB_Task List_task progress

  1. Click Save.

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