Creating a Task List segment
  • 25 Aug 2022
  • 2 Minutes To Read
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Creating a Task List segment

  • Dark
  • PDF

Article Summary

The Task List enables you to create a list of to-do tasks for your users to help them kickstart their onboarding process. The Task List engages and reminds users to complete the tasks at hand by enabling them to self-track their individual progress against their assigned tasks.

Use the following steps to create a Task List,

  1. Navigate to the Whatfix Dashboard

  2. In the left panel, click Widgets.
    RB_DB_Click widgets(5)

  3. Click the Task List tile.
    RB_DB_click tasklist

  4. Click New Segment.
    RB_DB_tasklist_new segmwnt

  5. Enter the segment name.

  6. In the Add Content section, click Select.

  7. Select the checkboxes next to the content that you want to include in the Task List.
    RB_DB_TASKLIST_select content

  8. Click Okay.
    RB_DB_TASKLIST_click okay

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You can group the content that is displayed to appear under different logical headers. For more information, see Content Grouping in a Task list.

  1. You can select content using tags by navigating to the Select By Tags tab.
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  • Choose from the default Tags populated by Whatfix. These Tags have their own functions to help you show the right tasks to the right users.
  • For example, Flows tagged with the nolive tag display as a slideshow and do not display a See Live option. This helps your end users skim through the Flows without having to visit your webpage/application. For more information on the functions of each of these tags, see Default tags in your Whatfix account.
  1. In the Set Rules section, using the drop-down menu set the visibility rules.
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If you use role tags as a Visibility Rule in the Task List, it overrides any role based tags attached to the content added in the Task List.

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  • For more information on the different conditions that can be used in Visibility Rules, see Visibility and Display Rule Conditions.
  • To insert a new condition in between two existing rules, click the add icon next to the condition below which you want to place the new condition.

  • You can also rearrange the order of the rules with a drag and drop.
  1. Click Save.

  2. Make the segment Active using the drop down menu

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By default, the newly created segment is inactive. You have to make it active for it to appear in the application.

  1. Click Yes in the pop-up to mark the segment active.
    RB_DB_tasklist_active_click yes
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  • The Task List does not appear for users who have completed all their tasks.
  • If there is a Flow/Static content that is common in both Task List and Self Help, accessing the Flow from the Self Help marks it complete in the Task List.
  • If a completed task is used in a new Task List and the user id is set or the cookies are not refreshed, then the task that was part of the old Task List is marked complete in the new one as well.

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