Organizing Whatfix Content
- 02 Sep 2022
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Organizing Whatfix Content
- Updated On 02 Sep 2022
- 1 Minute To Read
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Print
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PDF
Segmentation
- What is Segmentation?
- Creating Role or Page based Tags
- Default Tags in your Whatfix account
- Reordering Self Help or Tasklist content
- Adding Tags to content
- Using AND and OR inside the widget segments
- Smart Context
- Displaying content based on User Roles
Configuring Self Help
- What is Self Help?
- Self Help Configuration
- Creating a Self Help segment
- Adding a Link to Self Help
- Adding a video to Self Help
- Adding Text Content to Self Help
- Content Grouping in Self Help
- Nested Grouping in Self Help
- Integrating email support in Self Help
- Integrating Live Chat in Self Help
- Animating the Self Help Tab
- Repositioning Self Help Widget
- Enable Ticketing in Self Help
- Understanding Search in Self Help
- Using keywords to help users find content
- Restricting Self Help Search results using Tags
- Disabling Self Help
- Adding a PDF to Self Help
- Removing content from Self Help
- Customizing "No Results Found" Text in Self-help
- New Content Notification in Self Help
- End-User Feedback in Self Help
- Customizing "No Results Found" Text in Self-help
- Content Feedback in Self Help
- Remove Content Feedback icon from closed Self Help
- Personalizing Content in Self Help
- Requirements for Self Help Personalization
- Configuring How Users Interact with Self Help Content
- Previewing Self Help
- Adding an Icon to Self Help
- Maximize Self Help
Configuring a Task List
- What is a Task List?
- Creating a Task List segment
- Content Grouping in a Task list
- Adding New Content to an Existing Task List
- Add a link to Task List
- Add a Flow to Task List
- Adding a video to Task List
- Adding Articles to Task List
- Task List Configuration
- Repositioning the Task List Widget
- Disabling the Task list
- Adding a PDF to Task List
- Nudging users to complete the Task List\
- Task List Limits
- Preview Task List
Other configurations
- Accessing Advanced Customization
- Content Versioning
- Customizing Dashboard List View
- Managing Integration Script History
- Configuring Themes and Tool tips