Onboarding Steps
1WelcomeUnderstand the platform2Create AccountRegister and verify access3Workspace TourLearn the main navigation4Create DatasetBuild your first Dataset5Dataset ElementsChoose the right field types6ContainersOrganise related Datasets7Manage RecordsAdd, edit and organise data8Preset DropdownsManage searchable Dataset choices9Child DataCapture repeating sub-records10SharingCollaborate with clear ownership11RemindersTrack important dates12Reports & InsightsReview and understand data13Workspace ToolsTasks, reminders and utilities14Plans & LimitsUnderstand plan allowances15Best PracticesBuild reliable Datasets16FAQAnswers to common questions17CompleteStart building with confidence
Step 13 of 17
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Data Workspace Guide

Use Workspace Tools

Workspace Tools keeps supporting work and account utilities close to the main workspace.

Stay on track

Use My Task, Date Reminders and Pinned Follow Up.

Collaborate

Open Team Manager, Shared Datasets and Notice Center.

Manage your account

Use Audit Trails, Ticket Support, Plan Info, vouchers and Purchase History.

Reuse your work

My Plugins stores reusable Dataset and Container Plugins that you export or import.

Recovery and help

  • Recycle Bin restores supported deleted items or removes them permanently.
  • Ticket Support keeps questions and replies together.
  • Documentation and onboarding remain available from Resources.
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