- 20 Aug 2025
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Schedule the Task List segment
- Updated On 20 Aug 2025
- 2 Minutes To Read
- Print
- DarkLight
- PDF
Whatfix enables you to schedule when Task Lists appear to end users. Use the Task List Scheduler to display Task Lists at specific times, on certain days of the week, or according to a custom schedule.
Schedule a Task List using the following options:
- Start date
- End date
- Time Zone
- Interval at which the Task List reappears
Use the following steps to schedule a Task List segment:
On the Whatfix Guidance dashboard, click Widgets.
Click Task lists.
Go to the required Task List segment, and then click the Edit icon.
Whatfix enables you to schedule a Task List segment while creating a new Task List segment as well.
In the Set Rules section, go to Scheduler.
Use the Start On and End On fields to set the start date and end date.
In the Time Zone field, select the time zone you want the Start On and End On to follow.
If your end users are from different time zones, select the Use Local Time checkbox. This converts the Start On and End On settings based on the local time zone, and the Task List segment is shown accordingly.
Select the Interval checkbox and set the frequency to show the Task List.
Click Save.
Example Use Cases
Under the Set Rules, go to the Scheduler tab.
Use the Start On and End On fields to set the start date and end date.
In the Time Zone field, select the time zone you want the Start On and End On to follow.
Using the dropdown next to the interval checkbox, click Select Days.
Select the days you want to show the Task List segment, and then click Done.
Click Save.
Under the Set Rules, go to the Scheduler tab.
Use the Start On and End On fields to set the start date and end date.
In the Time Zone field, select the time zone you want the Start On and End On to follow.
Using the dropdown next to the interval checkbox, click Once a Month.
Click Save.
Under the Set Rules, go to the Scheduler tab.
Use the Start On and End On fields to set the start date and end date.
In the Time Zone field, select the time zone you want the Start On and End On to follow.
Using the dropdown next to the Interval checkbox, select Once a Week.
Click Save.