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Task List Targeting

Task list targeting controls which users see a task list. Configure targeting under the Targeting tab in the task list builder.

Audience Targeting​

Assign an audience segment to restrict the task list to specific user groups. You can target by:

  • User attributes -- Role, department, plan type, signup date, or custom properties passed via the SDK.
  • Behavioral criteria -- Pages visited, flows completed, or actions performed.
  • Predefined segments -- Reusable audience definitions from the Audiences section.
  • Combined conditions -- Use AND/OR operators to build compound rules (e.g., role is "admin" AND plan is "enterprise").

If no audience is assigned, the task list is shown to all users.

Task lists do not have a trigger tab. Unlike other content types, they do not fire based on page URL, scroll depth, or exit intent — they are displayed persistently for users matching the targeting rules on any page of the site.