Creating a Task List

What is a Task List?

A Task List represents a group of related guides, usually performed sequentially. Task lists also track the user's progress as they complete each task in the list.

Console Tour

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 that users need to complete while working on a certain process.

To create a Task List:

  1. On the OGL console homepage, select Task List.

    Create options

    The New Content modal dialog is now displayed.

    Note:

    The following characters are not allowed: / \ | : " < > ?
  2. Enter the Display Name and the Description.

    New Content

  3. Use the Task List Content dropdown to add guides to your Task List.
    1. Choose the guide from the dropdown and select Add.
    2. Add multiple guides from the dropdown as required.
    Add Content

  4. Check the option User can reset progress to enable users to reset the progress.

    Reset Progress

  5. Select Create.

    Create

    The Task List is now created.

  6. Configure guide activation settings, as needed, by selecting Guide Activation in the guide tile.

    Activation Conditions

Note:

Remember to set your activation conditions, refer to Enabling Guide Activation Settings section. For multi-language deployments, refer to the Translations section.

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