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Adding Articles to Task List
  • 15 Sep 2022
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Adding Articles to Task List

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Articles help your users find relevant information within the Task List instead of navigating to a different page.

Creating the article within a Task List Segment

Use the following steps to create an article within a Task List segment,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. In the left panel, click Widgets.
    RB_DB_Click widgets(5)

  3. Click Task List.
    RB_DB_click tasklist

  4. Click the Task List segment in which you want to create the article.
    RB_DB_Task list_segment

  5. Click the Create button.
    RB_DB_tasklist_create

  6. Click Article.
    RB_DB_TLstaticclickarticle

  7. Enter the Display text, Description, Search Keyword and Tag (Optional).
    RB_DB_staticcenterarticledetails

  8. Click Save article.
    db_save article

  9. Click Save.

your title goes here

The article is created in your Task List segment.
RB_DB_tasklist_text created

Adding an Existing Article to a Task List Segment

Similarly, you can add an existing article to your Task List segment using the Select button.

your title goes here

For more information on creating an article, see Creating Articles.

Use the following steps to add an existing article to a Task List segment,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. In the left panel, click Widgets.
    RB_DB_Click widgets(5)

  3. Click Task List.
    RB_DB_click tasklist

  4. Click the Task List segment in which you want to add the existing article.
    RB_DB_Task list_segment

  5. Click the Select button.
    RB_DB_tasklist_create op

  6. Filter the content using the Filter option. In the drop-down, click Article.
    DB_Task List_article

  7. Select the desired article from the list.
    DB_Task List_select article

  8. Click Okay.
    RB_DB_SELFHELP_click save

your title goes here

The existing article is added to your Task List segment.
DB_Task List_view the article


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