Preview Task List
  • 26 Aug 2022
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Preview Task List

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  • PDF

You can preview a Task List segment using the Preview Mode before publishing it and making it available for your end users. Previewing Task List enables you to test and experience the segment exactly like your end users would.

Use the following steps to preview a Task List segment,

  1. Navigate to the application where you have configured the Task List to appear.

  2. On your browser toolbar, click the Whatfix Editor plugin to launch the Editor.
    CLM_editor plug in(3)

  3. On the top right, next to your name, click the dropdown menu, and then enable Preview Mode.
    RB_preview mode on(1)

  4. Click Okay, and then refresh the browser.
    RB_DB_click okay(1)

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  • When you complete a task from the Task List in the Preview Mode, there is no check mark shown against the task.
  • The task is not shown as completed in Analytics also. For more information, see Task List Analytics.
  • You cannot test the Sequential Task List using Preview Mode.

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