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Add a Survey to a Task List
  • 02 Apr 2025
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Contents

Add a Survey to a Task List

  • Updated On 02 Apr 2025
  • 1 Minute To Read
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Article summary

Add a Survey to a Task List by creating a link for the Survey from the Whatfix dashboard and adding the link to the Task List.

Step 1: Create a link for the Survey
Step 2: Add the link to Task List

Use the following steps to create a link for your Survey:

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

  2. Click Surveys.
    ia_left_nav_surveys

  3. Click the Production tab.
    CLM_DB_ClickProduction_stage.png

  4. Hover your cursor over the required Survey, and then click the Share icon.
    ia_share_survey

your title goes here

The Share icon only appears for Surveys in the Production stage.

  1. Click Add as link in Whatfix.
    clm_survey_add as link in whatfix

  2. Click Next.
    clm_survey_next

  3. Enter a Title Prefix.
    clm_survey_add prefix

Info:

The prefix title distinguishes the Survey link from other links on the dashboard.
clm_survey_add prefix1

  1. Click Add Survey.
    clm_survey_add survey
Info:s a

View the link that you just created in the Draft stage of the Dashboard.

Use the following steps to add the 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 Survey Link

  4. Click Okay

  5. Click Save.
    RB_DB_SH_save

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