Creating Task Lists

Task lists are interactive checklists that guide users through a series of actions, such as completing onboarding steps or learning a new feature. They appear as a persistent widget in your application, showing the user's progress through the listed tasks.

Creating a Task List

1. Navigate to Content > Task Lists in the dashboard.
2. Click Create New Task List.
3. Enter a name and optional description.
4. Select the site the task list belongs to.
5. Add individual task items and configure the action for each one (see Task Actions below).
6. Configure targeting rules to control which users see the task list.
7. Publish the task list when ready.

Task Actions

Each task item has a title and an action type that defines what happens when the user clicks it:

Action Type	Description	Required config
Navigate	Navigates the user to a specific page within your application.	Destination URL
Complete Flow	Launches a linked published flow. The task is marked complete when the flow finishes.	Select a published flow
Fill Form	Links to a published survey that the user should complete.	Select a published survey
External Link	Opens an external URL (documentation page, support portal, etc.).	Destination URL

Reordering Tasks

Tasks can be reordered by dragging the grip handle on the left side of each task row. The order in the builder matches the order shown to users.

Scheduling

Configure when the task list is active using the Scheduling tab:

Field	Description
Publish At	Set a future date and time for the task list to activate automatically. Leave empty to publish immediately when you click Publish.
Expires At	Set a date and time after which the task list is automatically deactivated. Leave empty for no expiry.

Times are interpreted in your local timezone. A task list with both fields set is only active during the specified window.