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.
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.
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.
Do you need to select all of the items on your list? Or, do you need to select all of the items from a particular brand or of a certain type? You can do so by searching for the items that you need and tapping the ‘Multi-Select’ button, then tapping ‘Select All' on an iOS device or by tapping into the uppermost box on an Android device (this box will be next to the 'Multi-select' button).
The ‘Select All’ function will select all items from your current view. For example, if you search for ‘Brand 1’, you can select all of the items that are populated by that search term. You can add additional items by searching for ‘Brand 2’, tapping ‘Multi-Select’, then tapping ‘Select All’ or tapping into the uppermost box, depending on your device. Keep in mind, you can select up to 100 items at one time.
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.
When you've finished making your selections, click Done and you'll be taken to the Item Summary page.
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.
Your camera will pop up and you can bring the UPC label into focus.
Once the system recognizes the barcode, you’ll be presented with any subtasks relevant to the recognized UPC.
If you have multiple items to select, once you’ve finished an item, you can select “Scan Item” again and scan your next item.
If your item was not found via barcode, you may get the following alert:
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.
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).
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
- 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.
- 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. The summary will include a sum, or total of all items entered to that point. The average will be the average value of the totals entered to that point, the minimum will be the lowest total and the max will be the highest total.
- Once you are done with the subtasks, there will be a green check mark by each item. This means you're good to go!
- 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.
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.