Create a Task List segment

The Task List enables you to create a list of to-do tasks for your users to help them kickstart their onboarding process. The Task List engages and reminds users to complete the tasks at hand by enabling them to self-track their individual progress against their assigned tasks.

Use the following steps to create a Task List:

On the Whatfix Guidance dashboard, click Widgets.
Click All widgets.
Click Create widget.

Click Task List.
Enter the Task List segment name.

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You can display the name of the Task List to your end users by enabling the Use segment name for enduser toggle.
clm_task list_enable name to endusers

In the Add Content section, click Select.
Select the checkboxes next to the content that you want to include in the Task List.

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Use the Select All option to select all the content from your library.
clm_Task List_select all

Click Okay.

Info:

You can group the content that is displayed to appear under different logical headers. For more information, see Content Grouping in a Task list

You can select content using tags by navigating to the Select By Tags tab.

Info:

Choose from the Default Tags populated by Whatfix. These Tags have their own functions to help you show the right tasks to the right users.
For example, Flows tagged with the nolive tag display as a slideshow and do not display a see live option. This helps your end users skim through the Flows without having to visit your webpage or application. For more information on the functions of each of these tags, see Default tags in your Whatfix account.

In the Set Rules section, set the Visibility Rules using the dropdown menu.

Note:

If you use Role Tag as a Visibility Rule in the Task List, it overrides any role-based tags attached to the content added to the Task List.

Info:

For more information on the different conditions that can be used in Visibility Rules, see Visibility and Display Rule Conditions
To insert a new condition in between two existing rules, click the add icon next to the condition below which you want to place the new condition.

You can also rearrange the order of the rules with a drag and drop.

go to the Scheduler tab, and then set when the Task List should appear.

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For more information, see Schedule the Task List segment.

Click Save.
Once you have configured the Task List segment, select the Task List segment using the checkbox, and then click Send to ready.
go to the Ready stage, select the segment you want to move to the Production stage, and then click Push to production.

Note:

If there is a Flow or Static content that is common in both Task List and Self Help, accessing the Flow from the Self Help marks it complete in the Task List.
If a completed task is used in a new Task List and the user ID is set or the cookies are not refreshed, then the task that was part of the old Task List is marked complete in the new one as well.

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If you're using the JS Embed method to test or publish Whatfix content, add the relevant conditions in Map Stages. This ensures that the content appears in the correct instance. For more information, see How to add conditions in Map Stages? (Log in to see the article)

Create a Task List segment

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