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Schedule the Task List Segment
  • 11 Jan 2023
  • 2 Minutes To Read
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Schedule the Task List Segment

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Whatfix enables you to schedule your Task Lists and display them to your end users according to a set schedule. Using a Task List Scheduler, you can display your Task Lists at specific time periods, on certain days of the week, or set up custom schedules.

A Task List can be scheduled using the following options,

  • Start date and time
  • End date and time
  • Time Zone
  • Interval at which the Task List should reappear

Use the following steps to schedule a Task List segment,

  1. On the Whatfix dashboard, click Widgets.
    clm_left pane_widgets

  2. Hover your cursor over the Task List segment you want to schedule, and then click the Edit icon.
    clm_task list_edit segment

your title goes here

You can schedule a Task List segment while creating a new Task List segment as well.

  1. In the Set Rules section, navigate to the Scheduler tab.
    clm_schedule tl_schedule tab

  2. Use the Start On and End On fields to set the start date and end date.
    clm_schedule tl_date

  3. In the Time Zone field, select the time zone you want the Start On and End On to follow.
    clm_tl_scheduler_time zone

your title goes here

If your end users are from different time zones then select the Use Local Time checkbox. This converts the Start On and End On settings based on the local time zone, and the Task List segment is shown accordingly.
clm_schedule tl_time zone check box

  1. Select the frequency to show the Task List
    clm_schedule tl_frequency

  2. Click Save.
    clm_task list_save

Example Use Cases

Display Task List on particular days of the week

  1. Under the Set Rules, navigate to the Scheduler tab.
    clm_schedule tl_schedule tab

  2. Use the Start On and End On fields to set the start date and end date.
    clm_schedule tl_date

your title goes here

If you want to show the Task List segment perpetually, do not select the start and end dates.

  1. In the Time Zone field, select the time zone you want the Start On and End On to follow.
    clm_tl_scheduler_time zone

  2. Using the dropdown next to the interval checkbox, click select days.
    clm_task list_scheduler_week days

  3. Select the days you want to show the Task List segment, and then click Done.
    clm_task list_select days

  4. Click Save.
    clm_task list_save

Display Task List once in a Month

  1. Under the Set Rules, navigate to the Scheduler tab.
    clm_schedule tl_schedule tab

  2. Use the Start On and End On fields to set the start date and end date.
    clm_schedule tl_date

  3. In the Time Zone field, select the time zone you want the Start On and End On to follow.
    clm_tl_scheduler_time zone

  4. Using the dropdown next to the interval checkbox, click Once a Month.
    clm_task list_schedule_once in a month

  5. Click Save.
    clm_task list_save

Display Task List once a week

  1. Under the Set Rules, navigate to the Scheduler tab.
    clm_schedule tl_schedule tab

  2. Use the Start On and End On fields to set the start date and end date.
    clm_schedule tl_date

  3. In the Time Zone field, select the time zone you want the Start On and End On to follow.
    clm_tl_scheduler_time zone

  4. Using the dropdown next to the interval checkbox, click Once a Week.
    clm_task list_once a week

  5. Click Save.
    clm_task list_save


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