Onboarding Steps
1WelcomeUnderstand the platform2Create AccountRegister and verify access3Workspace TourLearn the main navigation4Create DatasetBuild your first Dataset5Dataset ElementsChoose the right field types6Manage RecordsAdd, edit and organise data7Preset DropdownsReuse searchable option lists8Child DataCapture repeating sub-records9SharingCollaborate with clear ownership10RemindersTrack important dates11AnalyticsVisualise and calculate data12Plans & LimitsUnderstand plan allowances13Best PracticesBuild reliable Datasets14FAQAnswers to common questions15CompleteStart building with confidence
Step 13 of 15
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Quiixo DataPro

Build reliable Datasets

A clear structure produces cleaner records and better analytics.

Use precise labels

Ask for one type of information per element.

Avoid unnecessary required fields

Only require information that is truly essential.

Test before launch

Add several sample records, check mobile layout, sharing, reminders and reports.

Practical tip

Review Plan Info regularly to understand current usage and remaining allowance.

Key points

  • Use precise labels: Ask for one type of information per element.
  • Avoid unnecessary required fields: Only require information that is truly essential.
  • Test before launch: Add several sample records, check mobile layout, sharing, reminders and reports.
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