Content Grouping in a Task list
  • 03 Jan 2023
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Content Grouping in a Task list

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  • PDF

The ability to group content makes it easy for you to manage the content you create. Creating groups also helps your users consume the information in a more structured manner. You can choose to create goal-based groups (for example, you can group certain flows that a user might need for a desired beginner proficiency level). You can also create groups based on the relevance to the page a user is on. It is possible to create groups in a two-level hierarchy.

In Task List the grouping of content can be used to create learning plans. Combining this with the added capability of multiple content types in Task List, you can now create comprehensive and organized training plans and track progress easily.

Use the following steps to create a group,

  1. On the Whatfix Dashboard, click Widgets.
    db_Task List_widgets

  2. Click Task List.

  3. Open a Task List segment.
    Task list_choose a tl

  4. Click Create, and then select Group.
    Task List_create group

  5. Enter a name for the Group, and then click Okay.
    task list_group name

  • This group name acts as a folder in the Task List showcased to the end user
  • Groups that do not have any content added into it are not displayed in the Task List widget.

Dragging and Dropping

  • Once a folder is created, you can drag and drop content into/out of the folder.
  • Drag and drop functionality is supported in the following cases,
    • Re-ordering of content in the segment
    • Re-ordering of content in a group
  • You can create up to 20 groups in each segment
  • Nested grouping (ability to add a group within a group) is currently not supported.
  • Your users can view tasks remaining in the group beside the group name (For tasklist only).
  • This is applicable only if Need Progress is enabled

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