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Adding a PDF to Task List
  • 24 Mar 2022
  • 1 Minute To Read
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Adding a PDF to Task List

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    Light
  • PDF

Whatfix enables you to add PDF files to Task Lists as a Link content. Adding PDFs to Task List is a three-step process.

Step 1: Hosting the PDF in a cloud storage platform like Google Drive, Dropbox, etc.
Step 2: Creating Links in Whatfix
Step 3: Adding Links to the Task List widget

Step 1: Hosting the PDF in a cloud storage platform

Make sure that the sharing settings of the PDF files stored in the cloud storage service (Google Drive, Dropbox, etc.) are not set to private and is accessible to intended users.

Once stored, copy the shareable link for the PDF and keep it ready.

To create a Link content for the PDF,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click My Content
    RB_DB_Tasklist_my content

  3. Click the Create button and then click Link.
    RB_db_tasklist_create link

  4. Enter the purpose of the link in the Display Text field. 
    RB_DB_tasklist_link des

  5. Enter the shareable link of the PDF in the Link field.

  6. Click  Save.

  1. Navigate to the Whatfix Dashboard. 
    Goto_dashboard

  2. Click Widgets.
    Dashboard_leftpane_widgets

  3. Click Task List tile. 
    RB_DB_click tasklist

  4. Click the segment you want to add the PDF to.
    RB_DB_Task list_segment

  5. Click Select
    RB_DB_tasklist_select

  6. Set the filter to LINK.
    RB_DB_tasklist_filter link

  7. Hover the cursor over the link you want to add and select using the checkbox.
    RB_DB_tasklist_select links

  8. Click Okay.

  9. Click Save to add the PDF to the Task List widget.
    RB_DB_tasklist_save


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