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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.

To complete Sub-Tasks for a Searchable List Task:

  • Select an item by using the search bar or scrolling through the list.

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  • If you need to select multiple items you may tap the ‘Multi-select’ button. It will highlight in blue once you have tapped to select it.

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     NOTE: If your list of items is lengthy, you may use the search bar to find the item you need.

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  • Select the item(s) you need by tapping on each said item.

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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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  • Once you’ve selected the item or items you need, you can click ‘Done’ and you will be brought to a list of your items. You’ll now be brought to the Summary Page. Tap on each item you need and you may or may not be prompted to add additional information, called subtasks, depending on how your admin has set this up.

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The Item Summary Page displays the number of required and optional tasks completed, along with the corresponding ‘Not yet Started’, ‘In Progress’, and ‘Completed’ status symbols. Visit this article to learn more about Mission Status Icons. Note that this page does not display the total number of tasks in the mission, but rather the number of subtasks for each selected item. This allows you to easily see which subtasks are remaining.
NOTE: Need to add an item you forgot? No need to fret, you can use the round blue ‘+’ button to add another item to the list!
  • Once you've tapped on your item and begun your subtasks, you can click 'Done' and move on to other items, if you have them.

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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.

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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  • 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.
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