Searchable List Task
What is a searchable list task?
A searchable list task provides the respondent with the ability to select items from an imported list of brands, product types, SKUs, and more. This task type is ideal for organizations that have managed product lists. The end user can search for item names or scan barcodes to make selections. Read more on the mobile user experience here.
Searchable list task in the Mission builder
Searchable list task on a mobile device
Create a searchable list task
There are three ways to create a searchable list task in the Mission builder.
- Select Add Component on an empty Mission builder canvas. This button is only available when adding the first task to a new Mission or section.
- Drag and drop Searchable List from the components panel onto the Mission builder canvas. This can be done on an empty canvas or at any stage of Mission building.
- Click the ‘+’ sign above or below any existing task and choose Searchable List from the components list.
Configure a searchable list task
- Task title: Title your newly created task in a way that clearly indicates a selection should be made from a list of items.
- Task description: If the task requires specific instruction or further information, add a brief task description to help the user interpret the assignment.
- Select a list of items: Choose the list of items that will be presented to the user for selection. Only one list can be used per task. Item lists, also known as catalogs, can be managed by clicking Items in the web dashboard’s top-line navigation headers. If your company does not have any active catalogs, contact your Customer Success Manager.
- Set a task mode: Newly created tasks are required by default, meaning the user must submit a response. Tasks can be changed to optional in the Task Mode dropdown. If your company has advanced logic enabled, tasks can also be configured as Read Only. Read-only tasks cannot be answered, rather, they are used to display information to the user.
- Max selection setting: You can set a Max # of Items on a searchable list task, indicating the maximum number of items that can be selected from the list.
You can add a subtask to any searchable list task. Subtasks allow for a specific task to be populated for each selection that was made, allowing the user to provide additional information about individual items.
To add a subtask:
- Click on the ‘+’ icon to the right of a searchable list task title
- Select a task type that provides logical follow-up to your initial searchable list task. You cannot add a searchable list task as the subtask of a parent searchable list task. All other task types are supported.
- The subtask will be shown once for each searchable list selection.
You can add conditional tasks to subtasks, nesting multiple layers of child tasks as needed.
Read more on conditional logic here.