A Count Task is used to capture numeric data in field. For example, you might ask "How many items are on display?" or "How many customers attended the tasting?".
Adding a Count Task to a Mission
To add a new Count Task to your Mission, click Add Task and then select Count Task.
You can also add a Count Task to your Mission that only appears when certain conditions are met; this is called a Conditional Task. To add a conditional count task to your Mission, click the +Add Conditional button on any parent task that supports conditional logic.
Configuring a Count Task
Count Tasks offer a few different ways to configure how they display to Mobile Users:
- Make a Count Task Optional
- Enter a Default Value
- Specify conditional logic
MAKE A COUNT TASK OPTIONAL
By default, all tasks added to your Mission are required tasks, which means that users will not be able to submit their Mission Response without entering a value for the task. To allow a user to submit the Mission without entering a response for the task, toggle the Optional checkbox.
ENTER A DEFAULT VALUE
When choosing a Count Task, you have the option to select a default value; the value you enter here will pre-populate the Count Task response on the mobile device. This can be useful to convey a baseline or target value, and let the reps adjust based on what is actually present in the field.
To specify a Default Value, select the check box and enter the number the Task should default to in the open field.
For example, when a User selects a brand that is on display, they may be prompted with a conditional Count Task, "How may items are on display?" If there is a typical response you would expect the user to respond with, such as "1," use the default setting to automatically populate this task. The User will still have the standard functionality to adjust the Counts wherever needed.
SPECIFY CONDITIONAL LOGIC
If you'd like to create a follow-up task based on the value a user enters within a count task, click the + Conditional button on the count task. This creates a parent/child relationship between the tasks, and requires that you to enter the numeric value that will cause the conditional (child) task to appear.
Completing a Count Task in the Mobile App
Count tasks in a Mission are represented with a #️⃣icon. There are two ways Mobile Users can enter numeric values for Count Tasks:
- Tap into the white box to enter a number with the numeric keypad.
- Click the [+] or [-] signs to add to or subtract from the default value by increments of one.
Count tasks which include a default value will automatically display the default value in the white entry field. Beneath the count task, users will see the following note:
Viewing the Count Task Tile in Reporting
After your Mission is deployed, you can view your Count Task responses on the Mission Overview page. The Count Task summary tile includes aggregated data from all Mission Responses that match any filter criteria you've applied.
To view individual count task responses, click the blue hyperlink on the top of the summary tile. You'll be taken to a table listing the individual Count Task responses from the Mission, including the user who submitted the Mission, Place of submission, Date & Time and other supporting details.