Content Grouping in a Task list
  • 25 Sep 2023
  • 1 Minute To Read
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Content Grouping in a Task list

  • Dark
  • PDF

Article Summary

The ability to group content makes it easy for you to manage the content you create. Creating groups also helps your users consume the information in a more structured manner. You can choose to create goal-based groups (for example, you can group certain flows that a user might need for a desired beginner proficiency level). You can also create groups based on the relevance to the page a user is on. It is possible to create groups in a two-level hierarchy.

In Task List the grouping of content can be used to create learning plans. Combining this with the added capability of multiple content types in Task List, you can create comprehensive and organized training plans and track progress easily.

How to create a group?

  1. Select multiple content items by clicking the checkbox on the content.
    CLM_Task List_select content

  2. Click New Group to group the selection.
    CLM_Task List_new group

  3. Enter a group name.
    CLM_Task List_name

  • This group name acts as a folder in the Task List showcased to the end-user.

  • Groups that do not have any content added to them are not displayed in the Task List widget.

  1. Click Okay.
    CLM_Task List_okay

Dragging and Dropping

  • Once a folder is created, you can drag and drop content into/out of the folder.

  • Drag and drop functionality is supported in the following cases,

    • Re-ordering of content in the segment
    • Re-ordering of content in a group
  • You can create up to 20 groups in each segment.
  • Nested grouping (ability to add a group within a group) is currently not supported.
  • Your users can view tasks remaining in the group beside the group name (For tasklist only).
  • This is applicable only if Need Progress is enabled.

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