Follow email Print print

Conditional Tasks and Subtasks



New Mission Builder

Legacy Mission Builder


New Mission Builder


What are conditional tasks?

Add a conditional task

What are subtasks?

Add a subtask

Reorder conditional tasks and subtasks


What are conditional tasks?

Conditional tasks appear to users that submit responses that meet predetermined conditions. They allow missions to dynamically include additional tasks or to withhold tasks based on what is actively being reported in the field. 

The following task types support conditional tasks:

Conditional task in the Mission Builder

Conditional task on a mobile device 

Add a conditional task 

To add a conditional task:

  1. Click on the ‘+’ icon on any task that supports conditional logic.
  2. Select a task type that provides logical follow-up to your parent task. 
  3. Set a condition for the conditional task in the task configuration panel. This ensures the conditional task only appears when certain conditions are met on the parent task. 
  • For yes/no, multiple choice and multiple select tasks, a “Shown when answer on parent task is” dropdown menu will display the parent task’s answer options as conditions. Select the response value on which the task should be conditional. 

  • For count and temperature tasks, a “Shown when answer on parent task is” dropdown menu will display options that establish an expected numeric range for the parent task response value. 


You can add conditional tasks to conditional tasks, nesting multiple layers of child tasks as needed. 

What are subtasks? 

Subtasks can only be added to a searchable list parent task. Subtasks populate once for each list selection, allowing users to provide additional information about individual items. 

Subtask example

Add a subtask

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. 

Reorder conditional tasks and subtasks 

You can edit task relationships and reorder tasks in the mission builder structure panel. To reorder conditional relationships: 

  • Hover over a task in the structure panel. A perimeter will appear around each individual task.  To make a task conditional on another task, simply drag the desired conditional task into an existing task’s perimeter. Likewise, conditional tasks and subtasks can be rearranged into standalone tasks by dragging the task out of its parent task’s perimeter and into its own row.



Legacy Mission Builder

Create more dynamic Missions that adapt to the conditions in the field with conditional logic. Think of conditional logic as if/then statements for your Mission, for example:

  • If X is on display (Y/N Task), then how many are on display? (Count Task)
  • If the meter reading is greater than or equal to 250 (count task), then confirm which of the following escalations you completed (Multiple Choice Task)
  • If any of the following products are on display (Multiple Choice Task), then take a photo of the product display (Photo Task)

Which Task Types support conditional logic?

Conditional Tasks can be added to any:

  • Count Task
  • Multiple Choice Task
  • Multiple Select Task
  • Searchable List Task*
  • Temperature Task
  • Yes/No Task 
Note: Conditional Tasks associated with a Searchable List task are called "Subtasks". Read more on Subtasks below.


Adding a Conditional Task to Your Mission


  1. For any task that supports conditional logic, click the "Add Conditional" button. 
  2. Select a conditional task from the grid.
    Conditional tasks appear indented below your original (parent) task.
  3. In the conditional task title field, enter the task prompt you wish to appear conditionally.
    Notice that the question number is X.1 (implying it is a conditional question on question X).
  4. Configure the conditional logic that will determine when this task ought to appear.
    1. For Yes/No, Multiple Choice & Multiple Select Tasks you'll see a "Shown when answering..." dropdown menu.
    2.   For Count Tasks & Temperature Tasks, you'll see a "Shown when answer to parent task is"


  • Use the Reorder button to quickly update conditional task dependenciesReorder.gif

  • Use the Copy Button to replicate complex conditional logic trees
    Copying or moving a task will also copy/move all child tasks nested beneath it, so if you're building a long mission with a consistent structure, copying and reordering can save you a lot of time! Copy_Task_Series.gif
  • Find a few additional conditional task tips in our Mission Building Best Practices Article



Adding a Subtask To Your Mission

When you add a conditional task to a searchable list task, it's called a Subtask.   

What's the Difference Between Conditional Tasks and Subtasks?

While both Conditional Tasks and Subtasks are automatically shown or hidden based on what a user enters into a previous question, a Subtask is automatically replicated on the mobile device for each searchable list item a user selects. Conditional Tasks that are added to a Multiple Select task must be added to the Mission for each Multiple Select option in order to display for each selection. 


Conditional Task


Multiple Choice:
Which Brands are on Display?
1. Brand A
2. Brand B
3. Brand C

Searchable List:
Which Brands are on Display?
1. (Select from searchable list)

Count Tasks (Conditional)
1.1. How many of Brand A are on Display?
2.1. How many of Brand B are on Display?
3.1. How many of Brand C are on Display?
Count Task (Subtask)
1.X How many are on display? 

(Subtask is replicated for every item selected in the searchable list)

Subtasks can simplify your overall Mission structure, by reducing the number of conditional tasks you have to add to your Mission. (In the example above, one subtask took the place of 3 conditional tasks). You can add multiple subtasks to one searchable task, to create a series of identical follow-up questions that will be presented to users for each searchable list selection they make.


Have more questions? Submit a request