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Completing a Searchable List Task

Do you work with lists of SKUs, items, or products? Chances are you’ll come across a Searchable List or Multi-select Searchable List Task! This Task allows you to make selections from an extensive list of options. You can choose as many items as necessary, or your admin can decide to limit the number of items you can select.

Selecting Your Items

Within a Searchable List Tasks, tap the "Select All That Apply" button. You'll be taken to a list of items corresponding to the question being asked. In the example below, the list of items are all the available options for items which could be in stock at a particular store. These searchable lists are set up and managed by your admin via the web dashboard.

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There are a number of ways to find the item you are seeking within a searchable list. First, you can use your finger to scroll up and down on the list. This works well for smaller lists, but for longer lists, we strongly recommend using the search bar to find the item you are seeking.

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When you find the item you're seeking, tap it to be taken to the item's subtasks. 

You can also select multiple items at the same time by first tapping the "Multi-select" button (it will highlight in blue once tapped), and then tapping each item you'd like to add. 

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If you accidentally tap an item you don’t need, don’t worry! You can tap it again to ‘Deselect’ the item. It will prompt you to confirm, just to be sure.

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When you've finished making your selections, click Done and you'll be taken to the Item Summary page.

Quick Select 

Your admin may choose to include the Quick Select feature to quickly scan the barcode of an item in your searchable list instead of typing it in. This feature can save time, and ensure accuracy!

  • To use Quick Select, tap the “Scan Item” button, which will allow you to use the camera to scan either a shelf tag or item barcode.

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NOTE: The "Scan Item" button will only appear on searchable lists that include scannable barcode data.
  • Your camera will pop up and you can bring the UPC label into focus.

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  • Once the system recognizes the barcode, you’ll be presented with any subtasks relevant to the recognized UPC.

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  • If you have multiple items to select, once you’ve finished an item, you can select “Scan Item” again and scan your next item.

NOTE: This feature does not yet have the ability to scan multiple items at a time. Once an item is scanned and any subsequent subtasks are filled out, you can select “Scan Item” to begin the next item.
  • If your item was not found via barcode, you may get the following alert:

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This can either indicate that the item does not match any barcodes on the list, or the barcode matched multiple items, so you may have to use the searchable list function instead.

Note: The Quick Select functionality is a feature that has to be enabled within your company. Your company may or may not choose to use this feature. This is typically controlled by a company admin.
 

Item Summary Page

The Item Summary Page displays each of the items you've selected from your Searchable List task. If there are any subtasks to complete, a preview of the task prompt and your response appears below the item name. On the top right, you can easily track the number of required subtasks you have completed (or have yet to complete). 

Completing Subtasks

To  complete the subtasks associated with the items you've selected, look for the orange icon. To complete tap on each item to complete each subtask. 

Adding New Items

Need to add an item you forgot? Use the round blue ‘+’ button to add another item to the list.
 
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  • Do you need to find which items on your list are still missing required subtasks? You can do so by tapping the vertical ellipsis icon (three small dots) in the upper right corner of your screen. Select ‘Sort items’ and choose to sort by Incomplete. This will move all of your items with incomplete subtasks to the top of your list! You can also sort by Item Name or Custom ID. 

 

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  • Need a quick summary of the subtasks you’ve completed so far? You can view a summary of your completed subtask responses by tapping the vertical ellipsis icon (three small dots) in the upper right corner of your screen and selecting ‘Subtask summary’ from the menu.

 

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  • Once you are done with the subtasks, there will be a green check mark by each item. This means you're good to go!

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  • Need to delete an item? Simply swipe left on the item. This will prompt a confirmation, just to be sure. When you have finished editing items, tap ‘Tasks’ in the upper left-hand corner to return to the mission.

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 NOTE: Missions responses in the History tab will be in the original searchable list task format but any new mission responses will reflect this change.

  

Complete Sub-Tasks for a Searchable List Task

  • Once you've tapped on your item and begun your subtasks, you can tap 'Done' and move on to other items, if you have them.

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