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Schedule the Task List segment
  • 20 Aug 2025
  • 2 Minutes To Read
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Schedule the Task List segment

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    Light
  • PDF

Article summary

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:

  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

Info:

Whatfix enables you to schedule a Task List segment while creating a new Task List segment as well.

  1. In the Set Rules section, go to Scheduler.
    clm_schedule tl_schedule tab

  2. Use the Start On and End On fields to set the start date and end date.
    clm_schedule tl_date

  3. In the Time Zone field, select the time zone you want the Start On and End On to follow.
    clm_tl_scheduler_time zone

Info:

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.
clm_schedule tl_time zone check box

  1. Select the Interval checkbox and set the frequency to show the Task List.
    clm_schedule tl_frequency

  2. Click Save.
    clm_task list_save

Example Use Cases

Display Task List on particular days of the week

  1. Under the Set Rules, go to the Scheduler tab.
    clm_schedule tl_schedule tab

  2. Use the Start On and End On fields to set the start date and end date.
    clm_schedule tl_date

  3. In the Time Zone field, select the time zone you want the Start On and End On to follow.
    clm_tl_scheduler_time zone

  4. Using the dropdown next to the interval checkbox, click Select Days.
    clm_task list_scheduler_week days

  5. Select the days you want to show the Task List segment, and then click Done.
    clm_task list_select days

  6. Click Save.
    clm_task list_save

Display Task List once in a Month

  1. Under the Set Rules, go to the Scheduler tab.
    clm_schedule tl_schedule tab

  2. Use the Start On and End On fields to set the start date and end date.
    clm_schedule tl_date

  3. In the Time Zone field, select the time zone you want the Start On and End On to follow.
    clm_tl_scheduler_time zone

  4. Using the dropdown next to the interval checkbox, click Once a Month.
    clm_task list_schedule_once in a month

  5. Click Save.
    clm_task list_save

Display Task List once a week

  1. Under the Set Rules, go to the Scheduler tab.
    clm_schedule tl_schedule tab

  2. Use the Start On and End On fields to set the start date and end date.
    clm_schedule tl_date

  3. In the Time Zone field, select the time zone you want the Start On and End On to follow.
    clm_tl_scheduler_time zone

  4. Using the dropdown next to the Interval checkbox, select Once a Week.
    clm_task list_once a week

  5. Click Save.
    clm_task list_save


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