---
title: Scan & Create Task
slug: scan/scan-and-create-task
description: Scan to create tasks in Salesforce with Unaric Scan – perfect for field service and maintenance workflows.
image: https://archbee-image-uploads.s3.amazonaws.com/10Nod6Ww95R3dPr0k0TCJ/4cea1-ubN4ENDClj7vxus_unaric-scan.png
icon: {"faIcon":"fa-solid fa-network-wired"}
docTags: 
createdAt: 2024-08-21T22:36:53.928Z
---

Use Scan & Create Task to scan barcodes and automatically create tasks based on the scanned values. The key points of this feature are:

1. It includes the Scan custom flow component, which allows the user to scan one or more barcodes.
2. The scanned barcode values are passed as output from the Scan component.
3. The flow then uses those scanned values to create one or more tasks in Salesforce.

The Scan & Create Task flow is also an example of how to integrate barcode scanning into a Salesforce Flow. As such, administrators can use it as a starting point to build their own flows that incorporate barcode scanning. For more information on how to create flows, see [Salesforce Flow Builder documentation](https://help.salesforce.com/s/articleView?id=sf.flow.htm).

:::hint{type="warning"}
Scanning only works properly from the Salesforce mobile app.
:::

## Setting up Scan & Create Task

### 1. Activate the flow

The Scan & Create Task flow is inactive by default. To activate it:

1. On Salesforce, go to **Setup > Process Automation > Flows**.
2. On the flow list, select the **Scan & Task** flow label.
3. Click the **Activate** button on the top right corner.

:::hint{type="info"}
For more information, check [Salesforce Flow documentation](https://help.salesforce.com/s/articleView?id=release-notes.rn_forcecom_flow.htm).
:::

### 2. Create the menu item

After activating the flow, you can create a tab component to access it from your mobile devices:

1. On Salesforce, go to **Setup >** **Lightning App Builder**.
2. On the **Lighting Pages** bar, click the **New** button.
3. Select **App Page** and click the **Next** button.
4. Write a label for the tab component and click the **Next** button.
5. Choose a layout for the tab component. The *One Region* layout is recommended. Click the **Done** button.
6. Search for the **Scan** component on the **Components** sidebar and add it to the Page.
7. Click **Save** to finish. For additional configurations such as permissions and establishing a mobile navigation menu, click the **Activation** button.

:::hint{type="info"}
For more information, check [Salesforce Lightning App Builder documentation](https://help.salesforce.com/s/articleView?id=sf.lightning_app_builder_overview.htm).
:::

## Using Scan & Create Task

1. On your Salesforce mobile application, open **Scan & Create Task**.
2. You will have three options for scanning:
   - **Single**: Opens the scanning window until a single barcode is read. The scanning window is closed and the value of the barcode is passed to the flow variable without the user indicating they have finished scanning.
   - **Repeat**: Opens the scanning window until a barcode is read, then re-opens the window until another barcode is read. This continues until the user presses X. Duplicate scans are supported if enabled in postprocessing on the component. The user must tap X to end the repeat scanning.
   - **Multi**: Multi-scanning allows multiple barcodes to be read in a single image. All readable barcodes in the camera's view are read and added to a user-displayed list of scanned values. This list allows the user to swipe left to delete a scanned value, clear the list, or tap **Done** to accept the scanned values. The user must tap Done to accept the current list of barcodes and return control to your Flow.
3. After completing scanning you will see a list of the scanned elements. Tap the **Create Task** button to create a task with the scanned element values inside the task.