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Using Conditional & Sub Tasks


When building a mission, you can add a Conditional Task after any Yes/No, Multiple Choice, Multiple Select or Searchable List Task. Conditional tasks are follow-up questions based on predefined answer criteria. This logic helps you ask the right questions at the right time and allows your field team to perform missions with maximum efficiency.

Here's how to setup a conditional question series:

  1. Click the "+Add Task" button 

  2. Select a Multiple Choice, Multiple Select, Yes/No, or Searchable List task type
    These task types provide results that are quantified by you, and therefore, you are able to plan "conditional questions" based on a user's response.  One of the most common ways to add conditional questions is to begin with a Yes/No Task type (#3 below). That way, you can ask conditional questions based on whether a user responds Yes or No.
  3. In the first field that appears, enter the question you wish to ask
    In this example, we've selected a Yes/No Task type, so we are asking a question that can be answered with either a "yes" or "no" response.
  4. Click the "Add Conditional" button to create a new child question based on the user's response to the parent question
    Select the task type you desire from the grid that appears. You could ask, for example:
    •    "How many are on display?" (count task) *our selection for Step 5 below
    •    "Where was this brand on display?" (multiple choice/multiple select)
    •    "How much did it cost?" (price)
    •    "Condition of display location" (short answer)
  5. In the field that appears, enter the question you wish to ask
    Notice that the question number is X.1 (implying it is a conditional question on question X).
  6. Click the dropdown after "Shown when answering..." to indicate when the conditional question should to be asked.
  7. Add additional conditional questions by repeating steps 4-5.
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