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Add a link to Task List
  • 15 Sep 2022
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Add a link to Task List

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Whatfix enables you to add a link to an external source of content in the list of content displayed in Task List.

Here's a GIF on how a link clicked from Task List opens on your application.


There are two ways to add a link to Task List,

Create a link inside Task List

Use the following steps to create a link,

  1. On the Whatfix Dashboard, click Widgets.
    RB_DB_Click widgets(2)

  2. Click the Task List tile.
    CLM_Task list tile

  3. Click the segment you want to add the link to.

  4. Under Create, click Link.
    Task List_create_link

  5. Enter the purpose of the link in the Display Text field and link in the Link field.
    Task List_link_description

Note
  • Enter search keywords and add tags if needed.

  • If you have enabled Smart Context, all content created on your application is auto-tagged. However, static content (text, video, and links) is not created on your application, and you must add the global-page tag to display such content in the Task List widget on your application. To tag content, see Adding Tags to content.

If the tag doesn't work on your account, contact [email protected].

  1. Click Save link.
Add an existing link to Task List

Use the following steps to add an existing link to Task List,

  1. On the Whatfix Dashboard, click Widgets.
    RB_DB_Click widgets(2)

  2. Click the Task List tile.
    CLM_Task list tile

  3. Click the segment you want to add the link to.

  4. Click Select.
    RB_DB_SH_clickselect

  5. Set the filter to LINK.
    RB_DB_SH_selectlink

  6. Hover the cursor over the link(s) you want to add and select using the checkbox, and then click Okay.
    db_tl_select content_okay

  7. Click Save.
    RB_DB_SH_save


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