Task List / Onboarding Widget
The Improved Task List allows you to offer your users a personalized list of guides, videos, and links, which are presented as one group, and allow them to see how far they have advanced in completing/viewing the list.
Task Lists can be used for:
- Training flows that walk your users through a new software platform
- Onboarding sequences that train and certify new employees
- Pre-defined checklists the users need to complete while working on a certain process
- And more…
Guided Learning’s Improved Task-List has several special features that make it a very powerful tool for onboarding, training, and assistance. With our Improved Task List, you can:
- Create unlimited Task-Lists per product
- Create a Task List for each type of user, based on role, past activity – or any other rules you wish to choose
- Allow your users to reset the task list progress
The Task List Experience
An end-user can access and launch tasks lists in two methods:
- Launch the List from the Task List icon which floats on the bottom right of your screen
- If the List is set to be available from the Help Widget you can search for it and launch it from there.
The Task List Experience
An end-user must set the User ID in the javascript to enable the Task List.
Note:
If the user ID is not set in the Javascript, it throws an error and the task list does not get displayed.
Creating a Task List
Guided Learning's new Task List is a very powerful mechanism for helping your users find their way around a new project.