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Using Conditional Tasks

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

Screen_Shot_2020-06-12_at_11.43.47_AM.png

  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"
      Screen_Shot_2020-06-12_at_10.44.17_AM.png

Pro-Tips

  • 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. 

EXAMPLE 

Conditional Task

Subtask

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.

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