Skip to main content

Conditional Logic Tasks

Learn how to create conditional logic tasks for smoother checklists with more direct follow up

Updated over a week ago

Conditional Logic allows your checklists to adapt dynamically based on a technician’s response. Instead of cluttering a checklist with every possible step, you can show or hide follow-up tasks automatically—making inspections faster, cleaner, and more accurate.

This feature is ideal for inspections, troubleshooting workflows, audits, and any scenario where the next step depends on the technician’s input.


How Conditional Logic Works

Conditional logic lets you apply rules such as:

  • If response is one of (Fail, Flag, Yes, No…)

  • If response is none of

  • If response is none selected

Based on that rule, follow-up tasks (child tasks) appear automatically.

This turns a long static checklist into a smart, adaptive workflow.


How to Create Conditional Logic Tasks (Web)

You must build conditional logic tasks using the web checklist builder.

1. Open or create a checklist

  • Go to Checklists (or Checklist Templates)

  • Create a new checklist or open an existing one

2. Add a parent task

This is the task the technician will answer—for example:
“Does the device have power?”

3. Click “Add Conditional Logic”

Use the conditional-logic icon (blue branching icon) on the task.

4. Choose your logic rule

Select you rule. Then select the trigger values (e.g., Fail, Flag, Yes, No, etc.).

5. Add one or more child tasks

These are the tasks that appear when the condition is met.

Example:
If “Does the device have power?” = Fail, then show:

  • Check the voltage meter

  • Inspect the power cable

  • Reset the breaker (etc.)

6. Save your checklist

Child tasks will display only when their condition is triggered.


Completing Conditional Logic Tasks (Web, iOS, Android)

Technicians complete checklists as usual:

  1. They respond to the parent task

  2. If their response matches the rule, the associated child tasks appear instantly

  3. They complete the child tasks and submit the checklist


Top FAQs

Does UpKeep support AND / OR logic?

Yes. You can configure AND vs. OR logic directly from the dropdown in the conditional logic builder.

Is there still a limit on how many child tasks I can add?

No. You can now include up to 500 total tasks per checklist (parent + child)

Can I edit existing checklists to add logic?

Yes! And you can choose whether to apply updates retroactively to existing PMs and work orders.

Does conditional logic work on mobile?

Yes.
Technicians can view, trigger, and complete conditional tasks on iOS and Android.

Can I bulk-update conditional logic?

Yes—via Nova

Do child tasks always appear in order?

Yes. Child tasks appear in the exact order they were created in the checklist editor.


Why Use Conditional Logic?

Conditional Logic helps teams:

  • Keep checklists uncluttered

  • Auto-expose only the relevant steps

  • Guide technicians through complex workflows

  • Reduce skipped steps and errors

  • Improve data quality in inspections

  • Standardize troubleshooting processes

  • Support more regulated workflows (safety, audits, QA)

This ensures every technician sees the right tasks at the right time.

Did this answer your question?