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Create a copy of Task List
  • 10 Apr 2025
  • 1 Minute To Read
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Create a copy of Task List

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Article summary

Copy a Task List when you need to use the same Task List with minor modifications or when you need to display the same Task List to different end users. It enables reuse of an existing Task List without the need to create it from scratch.

Note:

Copy of a Task List is created only in the widget section within the Dashboard.

Create a copy of a Task List

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Task lists.
    ia_left_nav_task_list

  1. Hover your cursor over the Task List you want to copy and click the Copy icon.
    Click_copy_TL
Note:
  • Whatfix content and widgets can be copied in the Draft, Ready, and Production stages.
  • The copy of the Whatfix content or widget appears with the title: Copy of <Content/Widget Title>.
    Copied_TL
  1. Hover your cursor over the copied Task List, and then click the Edit icon to make necessary changes.
    Click_edit_TL

  2. Make the necessary changes.

  3. Click Save.
    image.png

Note:

Push the copied Task List from the Draft or Ready stage to the Production stage for it to appear in the application. For more information, see Push Whatfix content and widgets to Production.


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