Schedule the Task List segment
- 14 Oct 2025
- 2 Minutes To Read
- Print
- DarkLight
- PDF
Schedule the Task List segment
- Updated On 14 Oct 2025
- 2 Minutes To Read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
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.
Info:
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.
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.
- Select the Interval checkbox and set the frequency to show the Task List.
Note:
- By selecting an Interval, the Task List reappears at set frequency such as Every Weekday, Once Daily and more even after all tasks are completed.
- Once the set duration ends such as, Once Daily, Once a Week the Task List resets for all users, regardless of their completion status from the previous cycle.
- This supports scenarios where end users are required to complete the same tasks on recurring days or on specific days within a week or month.
- Click Save.
Example Use Cases
Info:
Expand the accordions for more details.
Display Task List on particular days of the week
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.
Display Task List once in a Month
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.
Display Task List once a week
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.
Was this article helpful?