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Task Lists Best Practices
  • 17 Jun 2021
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Task Lists Best Practices

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Use Task Lists for user training and onboarding

Use Task Lists for user training. Task Lists can be used to ensure that your users can all perform certain basic tasks. For example, you can use a task list to design an onboarding list of tasks for someone who's new to your application.
Training and onboarding

Avoid listing more than 6 tasks

Avoid listing more than 6 topics in the Task List. Having a large number of tasks overwhelms users. You can consider sequential Task Lists in case you want to display more steps. These Task lists are shown one after the other - on completion of the tasks listed in each segment.
Less than 6 tasks

Enable sequential tasks so users cannot skip tasks

If the tasks have to be done sequentially, then you can enable sequential tasks ensuring that your users can complete each task only after the previous task is completed.
sequential tasks

Assign specific tasks to users using Tags

You can tag segment guides using Tags so that specific content is delivered to specific users.
tasklist_segmenation

Introduce Self Help

The last task in the Task list can also be used to introduce your users to Self Help so that learning becomes continuous.
Intro self help task list - 1

Tracking your users’ behaviour on a Task List

Check Task List analytics that includes completion rates at user and org level, user learning progress, individual task level data, how users are interacting with your content, etc.
Task list analytics

Nudge your users to complete tasks in your Task List

Use the Task List Nudge feature with which you can set conditions for the Task List to open automatically when the user visits your 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.
One(10)


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