Preview Task List
  • 18 Mar 2024
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Preview Task List

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  • PDF

Article Summary

You can preview a Task List segment using Preview Mode before publishing it and making it available for your end users. Previewing Task List enables you to test and experience the segment exactly like your end users.

Use the following steps to preview a Task List segment:

  1. Go to the application where you have configured the Task List to appear.

  2. On your browser toolbar, click the Whatfix Studio plugin to launch the Studio.
    CLM_editor plug in3

  3. On the top, next to the account information dropdown, click the Preview icon.

  4. On the confirmation pop-up, click Enter.


    If the content you want to preview is in the Draft stage, then select the Include Draft content and widgets. checkbox.

    • When you complete a task from the Task List in the Preview mode, check marks don't appear against the task.
    • The task is not shown as completed in Analytics too. For more information, see Task List Analytics.
    • You cannot use the Preview mode to test the Sequential Task List.
  5. Refresh the page to Preview the Task List widget on the application.


    After you preview the widget and disable the preview mode, ensure you refresh the page to reflect the changes.

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