Nudging users to complete the Task List
  • 15 Jun 2021
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Nudging users to complete the Task List

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  • PDF

The Task List Nudge feature helps you prompt your users to complete the Task List that you have compiled for them. Using the Task List Nudge, you can set conditions for the Task List to open automatically when the users come to the page. For example, you can nudge all users who have not completed at least 50 percent of the tasks listed in the Task List segment.

To configure the Task List Nudge,

  1. Navigate to the Whatfix Dashboard.
  2.  Click Widgets
  3.  Click the Task List tile. 
  4. Create a new segment using New Segment or edit the existing segment using the Edit icon. 
  5. In the Set rules section, click the Nudge tab. 
  6. Select the desired condition to nudge the user. 
You can select only one condition from the options provided.
Task completion rate < {variable} Tasks/weekThe Task List is nudged if the user has not completed the minimum set of tasks per week. 
The week's calculation is user-specific. For example, if a user sees the Task List on a Monday, the user is nudged the next Tuesday if the condition is not met.
For first {variable} times
The Task List is nudged for the set number of times. 
The maximum number of times the user can be nudged using this condition is 10.
Tasklist complete less than {variable} %The Task List is nudged if the percentage of Task List completion is less than the set percentage. 
The Task List completion percentage is calculated every 24hours per user.
Do not nudgeThe Task List does not open unless the users click on it.

You can choose how the Task List is triggered using the Trigger user by option. 

Keep Tasklist OpenWhen enabled, the Task List opens when the conditions for a nudge are satisfied.
Show tool tip to complete TasklistWhen this option is selected, in addition to opening the Task List, it also displays a personalized tooltip. 

6. Click Save.

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