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 4 of 15
27%
Quiixo DataPro

Create your first Dataset

A Dataset defines the structure used to collect and manage related records.

Name it clearly

Use a title that describes the information, such as Customer Follow-up or Equipment Register.

Add a description

Explain the Dataset purpose so collaborators understand how to use it.

Design the structure

Add elements in the order users should complete them.

Practical tip

Build and test a small Dataset before importing or collecting a large number of records.

Key points

  • Name it clearly: Use a title that describes the information, such as Customer Follow-up or Equipment Register.
  • Add a description: Explain the Dataset purpose so collaborators understand how to use it.
  • Design the structure: Add elements in the order users should complete them.
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